Sr. Financial Planning & Analysis Manager - Pleasanton, CA

Sr. Financial Planning & Analysis Manager - Pleasanton, CA

Calyxo, Inc. is a medical device company headquartered in Pleasanton, California, USA. The company was founded in 2016 to address the profound need for improved kidney stone treatment. Kidney stone disease is a common, painful condition that consumes vast amounts of healthcare resources each year. Our team is led by executives and investors with a proven track record of commercializing paradigm-shifting devices to meet unmet needs within urology.

Are you ready to change the future of kidney stone treatment? We are seeking high achievers who want to be part of a dynamic team working in a fun, diverse atmosphere.

The Senior FP&A Manager plays a pivotal role in shaping the company's financial strategy and driving operational performance. This role leads key financial planning processes, delivers forward-looking insights, and supports high-impact strategic initiatives. You will develop and implement financial models, perform in-depth analysis, and provide decision support to senior leadership across the organization. The ideal candidate brings strong technical finance expertise, sharp business acumen, and a proven ability to lead cross-functional planning efforts in a dynamic, growth-oriented environment.

In This Role, You Will :

• Partner with FP&A Director and lead portions of the company's financial planning cycles for P&L, Balance sheet and Cash flow, with the end goal of enhancing forecast process and improving forecast accuracy.
• Annual Operating Plan (AOP) : Full-year budget process with revenue, expense, headcount, and CapEx planning.
• Quarterly Forecasting : Rolling 1218 month outlook, updated quarterly.
• Long-Range Planning (LRP) : 35 year strategic plan with scenario modeling.
• Create and manage executive-level reporting such as Financial dashboards, monthly variance analysis, board reporting packages, and KPI monitoring to drive transparency and accountability.
• Partner cross-functionally with department heads to review monthly actuals vs budgets, financial tracking for major product launches, clinical trials, rebate programs and campaigns.
• Support monthly and quarterly financial close processes, ensuring accuracy in financial statements.
• Partner with Accounting team to ensure alignment between actual reporting and forecast at the function, department and vendor level.
• Gather, analyze, and summarize financial data and trends, producing recommendations for executive decision-making, capital planning, and strategic initiatives.
• Prepare comprehensive financial analysis to support business initiatives, identifying risks and opportunities.
• Drive process and system improvement across financial planning platforms (e.g., Adaptive Insights), ERP systems (e.g., NetSuite), and BI tools (e.g., Tableau) to enhance scalability, forecast accuracy, improve reporting efficiency and data quality.
• Ensure compliance with internal financial controls and external regulatory requirements, including GAAP, SEC, IRS, and internal SOPs, and support audit and governance activities.
• Create financial models : Develop and maintain sophisticated financial models to support critical business decisions, including capital allocation, investment prioritization, and scenario analysis.
• Other duties as assigned by manager.

Who You Will Report To :

Requirements :

What We Offer :

At Calyxo, you will be part of a knowledgeable, high-achieving, experienced and fun team. You will work in a diverse work environment with experienced, proven leaders and have an opportunity to shape our company culture. You will experience constant learning and dynamic challenges to help you grow and be the best version of yourself.

We also offer an attractive compensation package, which includes :