Director of FP&A

We're looking for a Director of FP&A to join our team. This is a remote role. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. This role is fully remote within the US. Weekday working hours, with room to shift your day when needed. Clear written English is a must, as the team works across time zones.

Main duties:

• Track headcount and payroll costs against plan
• Update KPIs such as gross margin, CAC and revenue per employee
• Support board deck preparation with charts and commentary
• Partner with department heads to understand spending and headcount plans
• Model pricing changes, capital projects and new business cases
• Answer ad hoc questions from the CFO with quick-turn analysis

Requirements:

• 8+ years of FP&A, corporate finance or public accounting experience
• Working knowledge of accounting and how the three statements connect
• Bachelor's degree in finance, accounting or economics
• Clear written commentary for monthly reporting
• Strong attention to detail in large models

Pay and benefits:

Pay: $191,000 to $220,000 annually

• Health savings account (HSA) with employer contribution
• 401(k) with company match
• 12 weeks of paid parental leave

A bit about us:

Regulatory oversight is constant, and the compliance department is one of the largest in the company. Advisors, operations, compliance and technology teams total roughly 870 people. Quarter-end is busy, and everyone helps with client review prep.

Sacramento Investment Partners provides equal employment opportunities to all employees and applicants.

A resume is enough to apply. Cover letters are optional.

Start dates are flexible, usually within a few weeks of an offer.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Sacramento Investment Partners, Inc..