Strategic FP&A Manager: Budgeting & Exec Partner

Financeroles; San Jose (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Financeroles in San Jose, CA is seeking an FP&A leader to partner with the executive team and drive strategic financial planning.

You will own annual budgeting, long‑range planning, monthly closes, variance analysis, and reporting improvements, building scalable FP&A processes and ensuring data accuracy.

Collaborate with CFO, CAO, and senior leaders to steer decisions; review capital expenditures; lead the month‑end review; support ad hoc analyses and M&A-related projects as needed.

Responsibilities

• Partner with the C-suite and senior leadership—including the CEO, CFO, CAO, SVP of Legal, and Facilities Director to support strategic and operational decision‑making.
• Lead and manage the annual budgeting, long-range planning, and periodic forecasting processes.
• Review purchase requisitions, headcount requests, and capital expenditures to ensure alignment with approved budgets, forecasts, and business priorities.
• Lead the month‑end financial review process by analyzing actual results against budget and forecast, identifying key drivers, and communicating variance explanations to business partners and executive management.
• Prepare selected financial statement analyses and balance sheet flux analyses, and provide supporting explanations for external auditors.
• Lead monthly financial review meetings with business partners and executive leadership, ensuring clear accountability for performance and follow‑up actions.
• Identify opportunities to streamline financial processes, improve reporting efficiency, and enhance financial controls.
• Establish and implement FP&A best practices, standardized procedures, and scalable reporting processes.
• Leverage financial systems and technology to improve data accuracy, reporting capabilities, and planning efficiency.
• Support ad hoc analyses, strategic initiatives, and M&A-related projects as needed.

Education

Bachelor's degree in Finance or Accounting

Tools

ERP systems

Job description

Financeroles in San Jose, CA is seeking an FP&A leader to partner with the executive team and drive strategic financial planning.

You will own annual budgeting, long‑range planning, monthly closes, variance analysis, and reporting improvements, building scalable FP&A processes and ensuring data accuracy.

Collaborate with CFO, CAO, and senior leaders to steer decisions; review capital expenditures; lead the month‑end review; support ad hoc analyses and M&A-related projects as needed.