JRG Partners is proud to partner with a category-defining, publicly traded technology company based in the heart of Silicon Valley. Our client is a pioneer in its space, renowned for its innovative solutions and dynamic, forward-thinking culture. They are at a pivotal point in their growth trajectory, consistently delivering strong financial results and expanding their global footprint. We are seeking a visionary and strategic Head of Corporate FP&A to join their world-class finance organization in San Jose, CA. This is a highly visible and impactful leadership role, offering a unique opportunity to shape the financial future of a market leader. You will be a key architect of the company’s financial strategy, providing critical insights that drive executive-level decisions and shareholder value.
Role Overview for Head of Corporate FP&A with a Public Technology Co. – San Jose, CA
The Head of Corporate FP&A will serve as a crucial leader within the finance department, reporting directly to the Chief Financial Officer. This individual will be responsible for leading all aspects of the corporate financial planning and analysis function, including the annual operating plan, long-range strategic planning, quarterly forecasting, and in-depth financial analysis. As a central figure in the finance organization, you will be the primary source of financial intelligence for the executive team, the Board of Directors, and the investment community. You will manage the consolidation of company-wide financial forecasts and performance metrics, providing a holistic view of the business’s health and trajectory.
This role demands a unique blend of strategic thinking, analytical rigor, and exceptional leadership. You will not only manage the core FP&A processes but also act as a strategic business partner to senior leaders across the organization, including Sales, Marketing, R&D, and Operations. Your team’s analysis and insights will be instrumental in resource allocation, investment decisions, M&A evaluation, and setting the company’s external financial guidance. Success in this position requires the ability to translate complex financial data into actionable business strategies, build and mentor a high-performing team, and thrive in a fast-paced, high-growth public company environment. You will be a key driver of financial discipline and operational efficiency, ensuring the company is well-positioned to achieve its ambitious long-term goals.
Key Responsibilities of Head of Corporate FP&A with a Public Technology Co. – San Jose, CA
Strategic Financial Planning
Lead the development of the company’s long-range financial plan (LRP) and the annual operating plan (AOP), partnering with the executive team to align financial targets with strategic corporate objectives.
Forecasting and Budgeting
Own and manage the corporate-level quarterly and monthly financial forecasting processes. Drive predictability and accuracy, and conduct comprehensive variance analysis of actuals versus forecast and budget to identify key business drivers and trends.
Executive and Board Reporting
Prepare and present insightful financial reporting packages and presentations for the executive leadership team, the Board of Directors, and its committees. Clearly articulate financial performance, risks, and opportunities.
Leadership and Team Development
Build, lead, and mentor a high-caliber corporate FP&A team. Foster a culture of excellence, collaboration, continuous improvement, and impactful business partnership. Set clear goals and manage performance to develop future leaders within the organization.
Business Partnership
Serve as a trusted financial advisor to senior leadership across the company. Provide data-driven insights and financial modeling support for key strategic initiatives, new business opportunities, and operational decisions.
Public Company Support
Partner closely with the Investor Relations team to develop financial guidance, prepare for quarterly earnings calls, and create supporting materials such as scripts, Q&A documents, and investor presentations. Ensure financial narratives are consistent and accurate.
Process and Systems Enhancement
Drive continuous improvement in FP&A processes, systems, and methodologies to enhance efficiency, accuracy, and the quality of insights. Lead the evaluation and implementation of new financial planning tools and technologies as needed. Adhere to the latest financial planning and analysis best practices to ensure top-tier functional performance.
Capital Allocation and M&A
Provide analytical support for capital allocation decisions, including ROI analysis for major projects and investments. Partner with the corporate development team on financial due diligence and integration planning for potential M&A activities.
Financial Modeling
Develop and maintain sophisticated financial models to support scenario planning, sensitivity analysis, and the evaluation of various strategic options. Ensure models are robust, scalable, and accurately reflect the key drivers of the business.
Requirements for the Head of Corporate FP&A with a Public Technology Co. – San Jose, CA
Education
Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. An MBA from a top-tier institution or a CPA designation is highly preferred.
Professional Experience
A minimum of 15 years of progressive experience in finance, with at least 8 years in a corporate FP&A role and a minimum of 5 years of experience managing and developing teams.
Industry Background
Must have significant experience working within a publicly traded technology, SaaS, or software company. A deep understanding of subscription-based business models and associated metrics (e.g., ARR, NRR, LTV, CAC) is essential.
Technical Skills
- Expert-level proficiency in financial modeling, Excel, and PowerPoint.
- Extensive hands-on experience with enterprise-level financial planning systems (e.g., Anaplan, Oracle Hyperion, Adaptive Insights, Planful).
- Strong knowledge of U.S. GAAP and SEC reporting requirements.
- Experience with ERP systems (e.g., NetSuite, SAP) and BI tools (e.g., Tableau) is a plus.
Leadership Qualities
Proven track record of building, leading, and inspiring high-performing teams. A player-coach mentality with a passion for mentoring and developing talent.
Communication and Influence
Exceptional written, verbal, and presentation skills. Must possess executive presence and the ability to articulate complex financial concepts to a wide range of audiences, including senior executives and the Board.
Analytical and Strategic Mindset
Superior analytical and problem-solving skills with a keen attention to detail. Ability to think strategically and connect financial details to the bigger picture.
Personal Attributes
High integrity, strong work ethic, and a proactive, self-motivated approach. Must be comfortable operating in a fast-paced, results-oriented environment and capable of managing multiple priorities under tight deadlines.
Benefits & Perks Offered
Our client is committed to investing in its people and offers a highly competitive and comprehensive benefits package designed to support your well-being and professional growth. This includes:
Competitive Compensation
A compelling package including a generous base salary, an annual performance-based bonus, and a significant equity grant (RSUs).
Comprehensive Health & Wellness
Premium medical, dental, and vision insurance for you and your dependents. Access to mental health resources, a wellness stipend, and an employee assistance program.
Retirement & Financial Planning
A 401(k) retirement plan with a generous company match. Access to an Employee Stock Purchase Plan (ESPP) and financial planning services.
Work-Life Integration
A flexible and supportive work environment with generous paid time off (PTO), company-paid holidays, and parental leave policies.
Professional Growth
A dedicated budget for professional development, including conferences, certifications, and continuing education to help you stay at the forefront of your field.
Office Amenities
A modern and collaborative office space in San Jose featuring catered lunches, a fully stocked kitchen with snacks and beverages, an on-site fitness center, and commuter benefits.
How to Apply
If you are a visionary finance leader ready to make a significant impact at a leading public technology company, we encourage you to apply. JRG Partners is exclusively managing this confidential search. To be considered for this exceptional opportunity, please submit your resume and a brief cover letter outlining your qualifications. To explore other executive-level finance roles, we invite you to visit JRG Partners’ Finance & Accounting Practice page.
