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US

  • Develop and maintain financial models and KPI reporting, sharing insights about risks and opportunities.
  • Drive budgeting/forecasting cycles, working collaboratively with internal business partners and leadership.
  • Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.

Financial Modeling Budgeting Forecasting KPI HubSpot

20 jobs similar to Director of Financial Planning and Analytics

Jobs ranked by similarity.

$140,000–$180,000/yr
Unlimited PTO

  • Develop and maintain dynamic, driver-based financial models.
  • Partner with executive leadership to translate company strategy into actionable financial plans.
  • Implement and optimize financial planning tools and reporting automation.

Garner Health is transforming the healthcare economy, delivering high-quality and affordable care for all, fundamentally reimagining how healthcare works in the U.S. They are one of the fastest-growing healthcare technology companies in the country, trusted by the most sophisticated employers and providers in the industry.

US Unlimited PTO

  • Serve as a strategic thought partner, translating data into actionable insights.
  • Lead financial planning and modeling efforts, managing the budget.
  • Proactively identify risks and opportunities to optimize investments.

NerdWallet aims to bring clarity to all of life’s financial decisions. They've built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself. They invest in your well-being, development, and ability to make an impact.

$100,000–$130,000/yr
US Unlimited PTO

  • Perform monthly financial reporting and variance analysis.
  • Compile monthly forecasts and annual budgets.
  • Design and maintain business performance reports & analysis.

IFS is a billion-dollar revenue company with 7000+ employees across all continents. They are focused on AI technology and enterprise software solutions, enabling customers to be their best when it really matters–at the Moment of Service™.

$90,000–$140,000/yr
US

  • Maintain and improve Cartwheel's core financial model.
  • Lead the annual budgeting cycle.
  • Build forward-looking forecasts to support runway planning and board communication.

Cartwheel builds a new kind of mental health program for kids that puts schools at the center. They are backed by top investors including A Street Ventures, Menlo Ventures, Reach Capital, General Catalyst, BoxGroup, and Able Partners, and they're looking for mission-driven teammates to join their team.

US Unlimited PTO

  • Own the end-to-end monthly forecasting and reporting process for headcount, equity, and SBC
  • Serve as the centralized owner of workforce financials, ensuring accuracy, rigor, and alignment with company priorities
  • Partner cross-functionally with Legal, Finance, Operations, Engineering, and other stakeholders to develop actionable hiring and expense targets

Hims & Hers is a health and wellness platform, aiming to improve people's well-being by offering accessible and personalized healthcare. They are a public company traded on the NYSE, focusing on normalizing health challenges and innovating solutions.

  • Financial Modeling and Forecasting: build, improve, and own the company's three-statement financial model.
  • Budgeting & Planning: lead the annual budgeting and quarterly forecasting process, collaborating with department heads.
  • Key Metric Reporting: monitor and communicate key performance indicators to executives across the company.

Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. They hire people who want that level of responsibility and move fast.

$200,000–$300,000/yr
US Canada 4w PTO 16w maternity 12w paternity

  • Own the company’s integrated financial model, annual operating plan, and multi-year forecast.
  • Establish a disciplined capital allocation framework tied to long-term value creation.
  • Build scalable dashboards, reporting systems, and analytical tools that improve visibility into business performance

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Their team of 95+ experts in energy, tax, finance, government, and technology, reflects a culture of high growth and ownership.

3w PTO

  • Enhance and maintain reports, models, and data integrations within Adaptive Planning.
  • Support month-end reporting activities, including preparation of actuals, cost trend analysis, and variance analysis.
  • Collaborate across G&A functional teams to compile budgets, forecasts, and long-range plans.

Apogee Therapeutics, founded in 2022, is a clinical-stage biotechnology company. They are advancing novel biologics with potential for differentiated efficacy and dosing. Apogee is a fast-paced company committed to building an exceptional culture, founded on their C.O.R.E. values.

$120,000–$150,000/yr
US

  • Build a repeatable financial operating model for complex, compliance-heavy projects.
  • Partner with our Quality Assurance team to deliver accurate, timely, audit-ready financials.
  • Lead monthly close and quarterly reporting activities, creating predictable outcomes.

Career TEAM is a leading workforce development organization with a mission to transform lives. They blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes for job seekers.

US

  • Lead and evolve the FP&A function in alignment with organizational priorities.
  • Partner closely with the CFO and executive team to deliver strategic financial insights.
  • Oversee budgeting, forecasting, and scenario planning processes.

MRO is a company that focuses on offering services related to information. They are dedicated to strengthening their FP&A organization and elevating capabilities to support company-wide decision-making.

$140,000–$150,000/yr
US

  • Develop and maintain complex financial models.
  • Analyze financial and operational performance, identify trends and risks.
  • Prepare and present monthly, quarterly, and annual financial reports.

Midi Health is dedicated to providing a virtual women’s healthcare platform. They are committed to providing high-quality healthcare and fostering a culture of innovation and inclusivity.

North America South America

  • Own the company’s financial model end-to-end.
  • Oversee accounting, taxes, and books and records. Partner with external firms where appropriate.
  • Lead FP&A and strategic planning by translating financial data into insight. Identify trends, risks, and opportunities.

Canals is a fully remote and profitable startup that is transforming the industrial supply chain using AI. The company has an 80-person team, with approximately 50 members in engineering, located across North and South America.

$80,000–$90,000/yr
US

  • Support rolling forecasts and monthly financial close materials.
  • Develop and maintain dashboards and reporting tools the broader team can leverage.
  • Own balance sheet account reconciliations.

Alta Vista, a Pine portfolio company, is looking for a driven and analytically minded Senior Financial Analyst to join their team. They seem to have a lean, entrepreneurial environment.

US

  • Own Pine’s monthly financial cadence, including consolidation, reporting, and executive reviews
  • Deliver clear, actionable financial analysis highlighting trends, risks, and opportunities
  • Support executive decision-making with concise, well-structured financial narratives

Pine Services Group is a long-term holding company within Evergreen Services Group, focused on partnering with leading ERP and technology-enabled services businesses. They acquire and support strong companies, helping them grow while preserving the legacy, culture, and customer focus that made them successful.

$175,000–$200,000/yr
US

  • Acts as a strategic business partner to senior executive leadership team and AMH Board
  • Creates and establishes yearly financial budget and objectives that align with AMH’s plan for growth and expansion
  • Assesses and evaluates financial performance of AMH with regard to operational goals and budgets

Aligned Modern Health is the largest evidence-based holistic healthcare practice in the Midwest, operating 16 clinics across Chicago with a rapidly expanding telehealth practice that is currently serving patients in 20+ states and growing. Their collaborative team of over 100 doctors, nurse practitioners, and clinicians provide personalized care for men, women and children.

6w PTO

  • Provide detailed group budgets and forecasts.
  • Develop precise financial modelling, analyses, and insights.
  • Offer FP&A support for other functions.

Isar Aerospace is at the forefront of New Space, building a modern space business for faster, better, and cheaper access to space. They are a fast-growing company aiming to provide sustainable launch solutions for small to medium-sized satellites, privately funded and dedicated to space innovation.

US Canada

  • Serve as a strategic right hand to the CFO and a core business and strategic partner to the Executive Leadership Team.
  • Own enterprise planning, long range forecasting, performance management, capital allocation and financial rigor across the organization.
  • Elevate executive storytelling, strengthen accountability, and ensure we operate with the discipline required for long term scale and IPO readiness.

1Password is building the foundation for a safe, productive digital future. They innovated the market-leading enterprise password manager and pioneered Extended Access Management, a new cybersecurity category built for the way people and AI agents work today. Over 180,000 businesses trust 1Password to help their teams securely adopt the SaaS and AI tools they need to do their best work.

$130,000–$204,000/yr
US

  • Build strong relationships with GTM leaders, becoming a dependable, solutions-oriented partner.
  • Own the budgeting, monthly close, and expense forecasting processes for the GTM organization.
  • Evolve how Canva forecasts commissions by tightening the connections between attainment, SPIFFs, hiring plans, quota structures, and ramp curves.

Canva is a design platform redefining how the world experiences design. They have a growing presence in the US and trust their employees to choose the balance of in-person and remote work.

$140,000–$150,000/yr
US

  • Own and drive the key components of the Annual Operating Plan (AOP) and rolling forecasts.
  • Lead the financial narrative for executive leadership, including preparation of materials and insights.
  • Lead, mentor, and develop a team of analysts and improve financial processes and models.

Trace3 provides technology solutions and consulting services to its clients. They empower IT executives and their organizations to achieve competitive advantage. The company has over 1,200 employees and has a startup culture with the advantage of a scalable business.

Europe

  • Own bottom-up and top-down financial planning at unit and project level.
  • Lead forecasting cycles and variance analyses, ensuring transparent budget steering.
  • Act as primary interface to Finance and HR, ensuring alignment between financial planning.

Deutsche Telekom IT Solutions Slovakia entered the life of Košice region in 2006. We have managed to grow from scratch to the second largest employer in the eastern part of the country with more than 3900 employees.