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Director, Financial Planning and Analysis

Director, Financial Planning and Analysis

Sensiba San Filippo LLPSan Jose, California, United States
18 hours ago
Job type
  • Full-time
Job description

At Sensiba, we're more than just a Top 75 Accounting Firm - we're a purpose‑driven organization committed to making a meaningful impact for our clients, our people, and our communities. Recognized as a Top Workplace USA, we're proud of our culture of exceptional employee engagement, collaboration, and continuous growth.

We help clients solve problems, navigate complexity, and build a foundation for sustainable success. Whether supporting fast‑growing startups or established enterprises, we bring deep expertise and a people‑first approach to every engagement.

In 2018, Sensiba became a certified B Corporation (B Corp) - a designation that reflects our commitment to using business as a force for good. This certification holds us accountable to high standards of social and environmental performance, transparency, and ethical governance. It's not just a badge - it's a reflection of how we operate, make decisions, and support our stakeholders.

Summary

The Director of FP&A will lead the financial planning and analysis corporate function as well as own management reporting deliverables. This leader will partner closely with senior leadership to drive strategic decision‑making through robust financial modeling, insightful and actionable analysis, forecasting, budgeting, and M&A support activities. The Director of Finance will play a key role in driving financial performance, optimizing profitability, and supporting the firm’s overall business. The role requires a strong analytical mindset, deep understanding of financial principles, and a proven ability to lead high‑performing teams.

Job Responsibilities

Financial Planning & Analysis (FP&A)

Lead the firm’s annual budgeting, quarterly forecasting, and long‑range planning processes.

Develop and maintain comprehensive financial models and KPIs that support business decisions.

Own financial planning system, develop and maintain FP&A models and reporting tools.

Partner with practice leaders and department heads to align financial plans with strategic objectives.

Identify opportunities for process improvements, cost reduction, and financial efficiencies across the firm.

Partner with Controller on financial close, creation of financial policies and procedures, and financial process optimization

Lead preparation of monthly / quarterly executive‑level reporting packages with variance analysis and key insights.

Monitor cash flow, working capital, and scenario modeling for profitability analysis.

Evaluate performance trends, identify and present areas of improvement.

Develop firmwide guidelines in alignment with cost containment strategies and revenue tracking mechanisms.

Design and implement KPIs to accurately capture performance drivers

Identify and execute financial process optimization opportunities, provide recommendations related to scalability of business processes to increase efficiency and actionable data insights.

Hands on understanding of M&A transactions for impact on financial plan, models and reporting.

Educate and train leaders on best business practices that drive better financial performance and effective execution of cost containment strategies

Collaborate with IT and business stakeholders on design and implementation of dashboards, reports, and data visualization tools to inform performance tracking and operational decision‑making.

Leadership & Collaboration

Lead and mentor the finance team, fostering a culture of accountability and continuous improvement.

Serve as a strategic thought partner to the CFO and executive team.

Collaborate with partners, clients, and internal stakeholders on financial matters, including billing, collections, and profitability analysis.

Develop and conduct training to enhance financial and business acumen across the organization

Qualifications

Bachelor’s degree in Finance, Accounting, or Economics.

Strongly preferred : Master’s Degree and / or CFA or CPA.

15+ years of progressive experience in FP&A, strategic finance, or related functions, preferably in a professional services environment (e.g., consulting, legal, engineering, or accounting firms).

Prior management experience leading a team of high performing analysts

Strong leadership experience, including managing cross‑functional teams and complex projects.

Ability to develop financial projections and models, and strategize on process scalability

Expertise in driving firmwide planning process, build financial models, and use of data visualization tools.

Hands on experience is developing planning workflows and leading firmwide planning process.

Proficiency in financial planning and business analytics systems (Sage / Intacct, Workday Adaptive, SAP, Planful, PowerBI, Salesforce, etc.).

Exceptional communication and presentation skills; able to convey complex ideas to non‑financial stakeholders.

Highly analytical, detail‑oriented, and capable of strategic thinking.

Strong problem‑solving abilities and attention to details.

Creative and curious mind that can see the “Big Picture”, with proven ability to execute on the vision

Commitment to financial integrity, transparency, and ethical decision‑making.

Self‑motivated, talented, inspiring leader who is passionate about the positive impact on the organization.

Preferred Qualifications

Prior experience working in professional services, accounting industry

Lead firmwide planning process and design process flow

Build and lead high performing Finance team

M&A modeling and integration experience.

Change management and process improvement background.

Prior experience in implementing financial systems and financial process build out

Hands on knowledge of Workday Adaptive and direct experience in leading system enhancements

Compensation

This role offers a competitive base salary along with a comprehensive benefits package. Salary ranges for U.S.-based positions are determined by geographic location and fall into one of three pay zones, which reflect the cost of labor in that area. The anticipated salary ranges for this position are outlined below and are subject to change :

$180,000 - $240,000

When determining compensation, we consider a variety of factors such as a candidate’s professional experience, skills, and qualifications. Please note that final offer amounts may vary from the ranges listed above and may be adjusted over time.

Benefits

There are many reasons to join the Sensiba team : generous benefits, competitive compensation, professional advancement opportunities, and above all - our people. If you’re looking for an environment that offers you growth, success, and professionalism without compromising your family, passions, and life outside of work, apply today!

Comprehensive Health Coverage

  • Medical, dental, and vision.

Retirement & Financial Planning Support

  • 401(k) with match, financial wellness programs.
  • Generous Paid Time Off

  • Vacation, sick time, holidays, and volunteer days.
  • Flexible Work Arrangements

  • Hybrid or remote options, flexible hours.
  • Performance- Based Bonus - Recognition for your contributions through discretionary bonuses.

    Professional Development Opportunities

  • Tuition reimbursement, certifications, mentorship.
  • Career Growth & Internal Mobility

  • Clear paths for advancement and role transitions.
  • Inclusive & Supportive Culture

  • DEI initiatives, employee resource groups, wellness programs.
  • At Sensiba, we believe that diversity drives innovation. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Sensiba complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

    Sensiba expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Sensiba employees to perform their job duties may result in discipline up to and including discharge.

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