Director of FP&A

Who we are:

Santa Clara Data builds scheduling and dispatch software for field service companies, from two-truck plumbing outfits to regional HVAC contractors. Built in Santa Clara, our document management tool is used by county clerks, title companies and small law offices. Most engineers work remotely and come into the office one week a quarter for planning.

The role:

The Director of FP&A builds budgets, forecasts and monthly variance reports for operating leaders. Remote within the US. The team meets in Santa Clara once a quarter, travel covered. Weekday working hours, with room to shift your day when needed. We send you a laptop and the accessories you need on day one.

Day to day:

• Improve forecasting processes and cut manual steps out of the model
• Develop dashboards in Power BI or Tableau for leadership
• Present monthly results to operating leaders and explain key drivers
• Update KPIs such as gross margin, CAC and revenue per employee

What we're looking for:

• 10+ years of FP&A, corporate finance or public accounting experience
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Working knowledge of accounting and how the three statements connect
• Comfortable presenting to non-finance managers
• Clear written commentary for monthly reporting

Desirable:

• CPA, CFA Level I or MBA

What we offer:

• Health insurance
• 401(k) with company match
• Paid time off

We review applications on a rolling basis.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Santa Clara Data.