SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Director, FP&A

Company: Lever
Location: San Francisco
Posted on: January 15, 2021

Job Description:

The finance team at Hearsay is a driving force in most of what we do. At its core that means helping set the strategy and making sure we've got the right resources to execute that strategy, all while driving to the optimal financial position. We're excited to find a talented individual to join the team as Director of FP&A! Reporting into the VP of Finance, the Director of FP&A will be responsible for the elements of Strategic and Operational Planning. This includes helping to define corporate objectives, building a financial plan that supports those objectives and the corresponding scenarios, and a resourcing model that can execute to the plan. In addition, the Director of FP&A will manage two analysts and be responsible for field compensation planning and playing a supporting role in deal structures. About Hearsay Systems: Founded in 2009 by Clara Shih and Steve Garrity, and helmed by CEO Mike Boese, Hearsay Systems leads the field in offering sophisticated client engagement products to companies within the financial services vertical. We are a tightly knit and dedicated group that passionately believes in our products, our people, and our culture. Our products engage customers across Facebook, LinkedIn, Twitter, and Instagram, email, text, and voice. And every product syncs beautifully to Salesforce, Microsoft Dynamics, and other CRM systems. Hearsay is used by more than 170,000 financial advisors and insurance agents. Our clients include Morgan Stanley, Goldman Sachs, Wells Fargo, JP Morgan Chase, Prudential, New York Life and Allstate. We enable them to get a real-time pulse of field conversations and to trigger more effective targeted advisor-client outreach with AI-optimized calls, text messages, email follow-ups, and social media interactions. About the role:

  • Create forward looking models (at least annually) that drive the investment/growth vs profitability/cash tradeoff decisions. This will include ARR and revenue growth, resourcing models, and cash implications
  • Establish the strategic business plans with each functional group and the leadership team. Build trusted relationships with key business partners and stakeholders both within the G&A function and cross-functionally.
  • Active management of day-to-day operations, including expenses and cash, to make sure the business is running efficiently and meeting financial commitments.
  • Develop the field commissions plans in conjunction with field leadership, including setting quotas for the various roles and specific compensation structures beyond the quotas.
  • Build Board of Directors and Leadership team presentations that cover key financial information, business results, and KPIs
  • Drive steady improvements to and automation of current processes with the goal of freeing up time to a focus on value-added analysis.
  • Supervise two analysts - one who takes lead on the financial model and the other who builds the ARR model and the commissions structures. About you:
    • 7 years of FP&A experience in the technology industry; Bachelor's degree in Finance. MBA preferred
    • Proficiency in Excel, PowerPoint (and the Google equivalents). Adaptive Insights and NetSuite system familiarity is a plus.
    • US GAAP knowledge
    • Understanding of SaaS concepts around revenue and costs
    • Prior experience in Financial Accounting. Banking/M&A experience is a plus
    • Demonstrated success in developing and applying concepts, practices and procedures of Financial Planning and Analysis, including superior forecasting methods and techniques and advanced analytical and quantitative abilities.
    • Good understanding of sales compensation structures and are familiar with how to perform commission calculations.
    • Possess a growth mindset and develop a thorough understanding of the business so you can identify gaps and provide recommendations on the best course of action.
    • Excel at defining what success looks like, what the steps are to achieve that success and program managing during the process to succeed.
    • Excellent verbal and written communication skills and can present complex financial information in an easy to understand format.
    • Capable of working cross-functionally across the organization and managing relationships with various teams Our commitment to diversity and inclusion: At Hearsay we believe that diverse teams are the best teams. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, nationality, gender, sexual orientation, age, marital status, veteran status, or disability status.

Keywords: Lever, San Francisco , Director, FP&A, Executive , San Francisco, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Social Media Manager
Description: Who We Are 2K publishes some of the most popular video game franchises on the planet including Borderlands, BioShock, NBA 2K, WWE 2K, XCOM, and Sid Meier---s Civilization. The NBA 2K Marketing Team is (more...)
Company: 2K
Location: Novato
Posted on: 01/21/2021

Director Of Engineering
Description: Essential Responsibilities: This managing level employee is responsible for directing and overseeing technical teams Directs the operation of multiple units and/or departments by identifying customer (more...)
Company: Kaiser Permanente
Location: Pleasanton
Posted on: 01/21/2021

CPQ & Quote-to-Cash - Manager - TMT Customer Consulting
Description: A career in our Customer Sales and Services practice, within Customer Consulting services, will provide you with the opportunity to help our clients design customer strategies that address the customers-' (more...)
Company: PwC
Location: San Ramon
Posted on: 01/21/2021

Assistant Distribution Center Manager
Description: Work with a team who are passionate about modern design and home furnishings Scandinavian Designs is a home furnishings destination rooted in our love for modern design and quality craftsmanship. We are (more...)
Company: Scandinavian Designs
Location: Petaluma
Posted on: 01/21/2021

Assistant Project Manager/Project Engineer
Description: Fontana Construction Inc.Assistant Project Manager/Project Engineer needed We are looking to fill this position with the right Candidate.We are a Marin based General
Company: Fontana Construction Inc
Location: San Rafael
Posted on: 01/21/2021

General Store Manager
Description: Grocery Outlet is expanding Come join our family and become an Independent Operator today We are looking for strong retail professionals that are interested in partnering with Grocery Outlet to run their (more...)
Company: Grocery Outlet
Location: San Ramon
Posted on: 01/21/2021

Transportation Infrastructure Client Account Manager
Description: Kleinfelder has been connecting great people to the best work since 1961. We are engineers, scientists, and construction professionals providing solutions that improve our clients' transportation, water, (more...)
Company: Kleinfelder, Inc.
Location: Rancho Cordova
Posted on: 01/21/2021

Nurse Case Manager - East Bay, CA
Description: Description: We are seeking a Field Nurse Case Manager to cover the East Bay area Richmond, Vallejo, Fairfield, Concord, Walnut Creek, Pleasanton, Fremont, Oakland, Union City . This
Company: Paradigm
Location: Walnut Creek
Posted on: 01/21/2021

Financial Analysis Manager - Community Development Finance, Vice President
Description: Job Description - Financial Analysis Manager - Community Development Finance, Vice President 10039743-WD Job Description Financial Analysis Manager - Community Development Finance, Vice President-10039743-WD (more...)
Company: Union Bank of California
Location: Walnut Creek
Posted on: 01/21/2021

Store Manager of Parts
Description: OverviewIcahn Automotive Group LLC Icahn Automotive was formed by its parent, Icahn Enterprises L.P. NASDAQ: IEP , to invest in and operate businesses involved in aftermarket parts distribution and (more...)
Company: Pep Boys
Location: Lodi
Posted on: 01/21/2021

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Francisco RSS job feeds