FP&A Lead – Long Range Planning

FP&A Lead Long Range Planning (Strategic Finance / Deal Desk Style)

Location: San Jose CA (Hybrid)

Duration: 12 Months

Interview Process: MS Teams

Important Submission Notes

• Must be local to the Greater San Francisco / San Jose Area (or represent them but need DL copy).
• The clients name is disclosed only after the interview invitation.
• Do NOT post this role on job boards.
• Must have a LinkedIn profile with a photo (must match resume).
• Only top-tier candidates - personality and communication are critical.
• Preference for candidates from top-tier tech companies (Amazon Google Microsoft Uber etc.).
• Two Report-To Manager References (name phone email project relationship)

Role Overview

We are seeking a senior FP&A Lead / Strategic Finance Consultant to own Long Range Planning (LRP) and advanced financial modeling for a high-growth technology organization in San Jose CA.

This role goes beyond traditional FP&A analysis - it requires an investment-banking style modeler who can build scalable driver-based financial models (P&L Cash Flow ROIC) and modernize legacy planning tools to enable faster scenario analysis and executive decision-making.

The ideal candidate blends deep finance expertise automation and executive-ready communication in a fast-moving Silicon Valley environment.

Required Skills & Experience

Strategic Finance & FP&A

• 8 12 years in FP&A Strategic Finance Consulting Investment Banking or similar roles.
• Experience owning complex financial projects end-to-end.

Financial Modeling Expertise

• Expert in Excel / Google Sheets architecture sensitivity analysis and error-proof modeling.
• Deep understanding of US GAAP and full three-statement modeling (P&L Cash Flow Balance Sheet).
• Ability to diagnose and fix balance breaks and circular logic issues.

Automation & Data Integration

• Proven track record automating manual workflows and integrating disparate data sources.
• Experience with SQL ETL BI tools and basic Python for analytics is a plus.

Business & Communication

• Strong business judgment and structured problem-solving capability.
• Excellent executive-level communication and stakeholder management skills.

Domain Exposure

• Experience with SaaS / subscription economics unit economics and cloud-scale business models.
• Exposure to Anaplan Workday Adaptive Planful Power BI or Tableau preferred.

Candidate Profile (Must Be Googley)

• We are looking for someone who embodies a Silicon Valley mindset:
• Curious humble and collaborative.
• Comfortable with ambiguity and fast change.
• Scrappy execution-oriented and mission-first.
• Strong communicator with positive energy and leadership presence.
• Excited enthusiastic and proactive - not passive or transactional.
• Communication and personality come first then the skills.

Quick Must-Haves Snapshot

• FP&A Lead / Strategic Finance
• Long Range Planning (LRP)
• Advanced Financial Modeling
• SaaS / Subscription Economics
• Automation Scenario Analysis
• Strong Personality Executive Communication