Sensiba LLP
Director, Financial Planning and Analysis
Sensiba LLP, San Ramon, California, United States, 94583
Overview
Director, Financial Planning and Analysis Responsibilities
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
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 in developing planning workflows and leading firmwide planning processes. 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 mindset with the ability to see the ‘Big Picture’ and execute on the vision. Commitment to financial integrity, transparency, and ethical decision-making. Self-motivated, talented, inspiring leader with a passion for positive organizational impact. 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. The base pay range is $180,000.00/yr - $240,000.00/yr. Benefits
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 – Discretionary bonuses based on contributions. 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. Equal Employment Opportunity
Sensiba provides 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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Director, Financial Planning and Analysis Responsibilities
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
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 in developing planning workflows and leading firmwide planning processes. 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 mindset with the ability to see the ‘Big Picture’ and execute on the vision. Commitment to financial integrity, transparency, and ethical decision-making. Self-motivated, talented, inspiring leader with a passion for positive organizational impact. 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. The base pay range is $180,000.00/yr - $240,000.00/yr. Benefits
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 – Discretionary bonuses based on contributions. 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. Equal Employment Opportunity
Sensiba provides 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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