$170,000

San Diego Finance Director #100324

San Diego, CA

Finance

5 years

10/2/2024


Profile

FP&A professional has extensive experience managing financial planning and analysis for up to a $90M topline business unit in the SaaS and technology sectors. Deep expertise in financial modeling, budgeting, and SaaS metrics. Consistently deliver strategic insights that drive business performance. Known for collaborative leadership and cross-functional work with sales, product, and executive teams. Seeking a Director-level role where they can contribute to the financial strate Focused on creating meaningful business impact through their financial expertise.

Why Hire This Candidate (In Their Own Words): “I have successfully managed large-scale FP&A functions, including achieving gross margins within 3% of target. With my technical expertise and leadership capabilities, I drive business growth through actionable insights derived from complex financial data. My experience in high-growth companies includes managing budgets that nearly doubled headcount to over 300 YoY, while maintaining target margins.”

Strengths: (1) Financial modeling, budgeting, and delivering data-driven insights (2) ability to manage high growth budgets to meet strategic goals (3) relationship-building skills (4) Ability to thrive in dynamic, fast-paced environments

Career Highlight 1: Led $90M Topline Budget: Spearheaded the annual budgeting process for a $90M topline business unit, achieving gross margins within 3% of target and aligning financial performance with company goals.

Career Highlight 2: Led a CRM migration project for a $75M revenue business unit, managing a cross-functional team of seven and significantly improving pipeline visibility. Managed implementation of a close management and accounting software FloQast vastly reducing the days to close by roughly 35%. Spearheaded implementation of Mosaic, the company’s first FP&A tool saving nearly $25k in third-party implementation fees.

Career Highlight 3: Following a sudden exit from the controller, they demonstrated flexibility and leadership by managing the close process. They created process improvements, utilized a new software tool, and successfully onboarded and trained the new hire.

Hobbies & Personal Interests: Fitness,cooking, golf, archery, pickleball, technology and innovation.

Education: Master’s in Finance

Industry Experience: Software, Technology

Company Fit: Great fit for smaller high growth companies.

Management Experience: 2 years’ experience managing 1 direct report.

Systems Experience: NetSuite (implementation), Mosaic (FP&A), Quickbooks, SAP, Anaplan, Planful, Adaptive Insights, Bena, Flowcast, Power BI.

Open To: Hybrid, In-office, Remote

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