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Rosendin Electric

Director, Financial Planning & Analysis

Rosendin Electric, San Jose, California, United States, 95199

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Salary Range:

$207,900.00 - $272,800.00 / yr

Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and high‑profile projects in the nation. We offer a wide range of job opportunities, competitive compensation, full benefits, an Employee Stock Ownership Plan and more.

Why Rosendin? Since our founding over 100+ years ago, Rosendin has been driven to positively impact the communities where we live and work. We are an organization built on integrity and have a culture that empowers people, embraces diversity, and inspires everyone to do their best. As one of the largest employee‑owned electrical contractors in the United States, you will have the unique benefit of being a shareholder at a company that is experiencing tremendous growth and success. When our people succeed and fuel our success, we reward them. We'd love to have you as a shareholder!

YOUR NEXT OPPORTUNITY: As the Director, FP&A (Financial Planning & Analysis), you will take ownership to establish and lead budgeting, forecasting, financial modeling, and reporting, while also supporting treasury, cash flow management, and broader finance responsibilities. This role is highly visible, working directly with the Controller and operations leadership to drive short‑ and long‑term overall business performance and financial success. You’ll drive FP&A strategic direction through business‑driven insights and targeted recommendations that guide decision‑making. The ideal candidate is a collaborative and empowering people‑management leader with a proven track record of both strategic and hands‑on FP&A experience, comfortable building complex models, analyzing key performance measures, and engaging and influencing all levels within the organization—including senior executives, project managers, and other key stakeholders.

WHAT YOU'LL DO:

Lead development and ongoing evolution of enterprise‑wide FP&A strategy for short‑to‑long‑term budgeting, forecasting, and financial planning aligned to both functional and overall company business strategy and objectives

Advise enterprise‑wide senior leadership on FP&A strategic insights and develop data‑driven business‑centered recommendations with financial implications to overall organization’s key strategic initiatives and objectives

Provide senior leadership consultation, deliverables, and support for anything required from board‑level activities

Ensure and drive comprehensive and accurate budgeting, forecasting, financial planning, and reporting deliverables

Oversee and develop enterprise‑wide variance analysis against budget/forecast, determine key performance drivers that impacted business success, and develop highly targeted data‑driven business recommendations

Own development of highly complex financial models that include scenario analysis and sensitivity analysis while ensuring alignment to company‑wide strategic initiatives and priorities that drive budget‑to‑actual analysis development

Drive implementation and ongoing advancement of comprehensive, insightful, and business‑focused dashboards/analytics, KPIs, and management reports

Lead interconnected and collaborative partnership with Treasury to provide insightful, comprehensive, accurate and timely key deliverables that support cash‑flow forecasting, working capital management, and liquidity planning

Partner with operations and project management to identify key metrics, regularly evaluate performance, and collaborate to develop opportunities for ongoing improvement

Develop and deliver actionable insights and recommendations to improve short/long‑term margins and operational efficiency

Enhance financial reporting processes and ensure data integrity across all systems

Drive operational excellence that includes identifying opportunities for continual improvement and developing best‑in‑class policies and processes for streamlined financial planning, forecasting, and reporting cycles

Establish and evolve FP&A policies, procedures, and standards that deliver highly insightful, comprehensive, and actionable results for the organization

Build and continually drive high‑performing, collaborative, and agile team that partners with all stakeholders both internally and externally within the organization

Serve as key liaison between Accounting and Operations to ensure alignment

Support the month‑end process, including tasks and annual audits as needed

Support the Accounting close department with other tasks and projects as business requires

These duties and responsibilities describe the general nature and scope of work; other duties may be assigned as needed

WHAT YOU'LL NEED TO BE SUCCESSFUL:

Strong track record with deep domain knowledge, experience, and background in budgeting, forecasting, and financial modeling

Ability to translate highly complex information into strategic actionable next steps

Advanced Excel and exceptional PowerPoint/Presentation skills

Advanced financial systems skills; ERP experience (Oracle) preferred

Excellent verbal and written communication skills for all levels internally and externally

Proven influence and advisory skills to senior executive leadership and key stakeholders

Strong organizational and time‑management skills; ability to multi‑task, work independently, and meet deadlines consistently

Skill to lead collaboration and partnership across all cross‑functional groups

Proven track record of developing and empowering a high‑performing team

Ability to handle sensitive and confidential information with discretion

Passion for detail and complexity; knack for problem solving

Ability to prioritize and manage multiple tasks with changing priorities

Self‑motivated, proactive, and a team player

WHAT YOU BRING TO US:

Bachelor’s degree in Finance or Accounting or related field; MBA, CPA, or CFA a plus

15+ years of Finance/FP&A experience required, with comparable experience in construction preferred

5+ years of Finance/FP&A people management experience

TRAVEL:

Up to 25%

WORKING CONDITIONS:

General work environment: sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work primarily indoors with fluorescent lighting and air conditioning.

Noise level usually low to medium; can be loud on the job site.

Fully comply with the ADA and applicable state law, providing reasonable accommodations for qualified disabled applicants and employees.

Occasional lifting up to 30 lbs.

YOU Matter - Our Benefits

ESOP - Employee Stock Ownership

401 K

Annual bonus program based on performance, profitability, and achievement

17 PTO days per year plus 10 paid holidays

Medical, Dental, Vision Insurance

Term Life, AD&D Insurance, and Voluntary Life Insurance

Disability Income Protection Insurance

Pre‑tax Flexible Spending Plans (Health and Dependent Care)

Charitable Giving Match with the Rosendin Foundation

Pay Range

$207,900.00 – $272,800.00 Annual

The pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate pay can vary based on location, job‑related experience, skills, and education.

Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, pregnancy or age (over 40), or any other categories protected by applicable federal, state or local law.

Equal Opportunity/No Discrimination. Rosendin is an Equal Opportunity Employer.

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