Director, Financial Planning & Analysis

Location: San Diego
Posted on: June 23, 2025

Job Description:

As a member of Sprout’s finance team, you’ll help better position Sprout for future growth while maintaining integrity at the highest level. No matter your role, everyone on the team has the opportunity to help create best-in-class processes and practices that scale with the organization. Our team is unique because we value transparency and direct ownership of responsibilities—meaning, you’ll always have our trust to contribute to our overall goals and success as a department and organization. What You’ll Do You will own the rhythm of planning and forecasting across the company—driving accuracy, accountability, and visibility through our consolidated model, reporting frameworks, and FP&A systems. As a catalyst for change, you will partner with senior leaders across Finance, G&A, R&D, and Go-To-Market functions to align on key assumptions, enable efficient financial operations, and deliver insight-driven recommendations to executives. If you are a strategic thinker, operational builder, and passionate people leader with deep Corporate FP&A experience in high-growth SaaS environments, this is your opportunity to shape the backbone of Sprout’s financial future. Team Leadership & Strategic Partnership • Lead and grow a high-performing Corporate FP&A team (existing team of 3), fostering a culture of ownership, collaboration, and continuous improvement. • Act as a strategic thought partner to the VP of FP&A and senior leadership, advising on business performance, resource allocation, and long-range investment planning. • Act as a Finance Business Partner to G&A functions, providing clear and actionable financial insights to executives across Finance, Legal, People, and IT to help them achieve their goals. Planning, Consolidation & Forecasting • Own the company-wide forecast and planning calendar, including monthly forecasting, quarterly reviews, annual planning, and long-range planning cycles. • Help drive the executive review process, preparing financial performance deliverables for leadership and the Board. • Build and manage our connected 3-statement financial model, ensuring consistency, accuracy, and support for dynamic scenario planning across revenue, expense, and cash flow. Financial Systems, Data & Assumptions Management • Oversee the administration, optimization, and expansion of FP&A tools (e.g., Vena, TeamOhana), in partnership with Accounting, IT, People, and Systems teams. • Own centralized hierarchies and structures—including cost centers, general ledger (GL) rollups, and financial reporting categories—to ensure clarity and standardization. • Manage company-wide financial assumptions, including compensation planning, leases, benefits, merit cycles, and tax inputs. Process & Analytics Excellence • Spearhead scalable process improvements that enhance forecast accuracy, data transparency, and stakeholder engagement. • Develop and enhance reporting packages, dashboards, and executive summaries that highlight key trends, risks, and opportunities. • Partner cross-functionally to identify and execute automation and standardization initiatives that elevate FP&A maturity. • Success in this role would mean improvements in our planning processes, tooling, forecast accuracy, and company-wide accountability. What You’ll Bring These are the minimum qualifications that our hiring team is looking for in this role: • 10 years of FP&A experience, with 2 years of Corporate-specific FP&A experience • 3 years of demonstrated success as a leader—managing, mentoring, and developing high-performing teams • Proven ability to build Enterprise SaaS financial models and metrics • Proven experience in budgeting, forecasting, and financial statement analysis with strong business acumen and strategic insight generation • Skilled in scaling FP&A processes and systems; adept at clearly communicating complex financial data to diverse stakeholders • Experience with financial planning and data visualization tools; Vena experience a plus Additionally, these are the preferred qualifications that would indicate a particularly strong candidate: • Experience leveraging AI or machine learning tools to enhance forecasting accuracy, identify trends, or automate financial analysis • GTM FP&A experience How You’ll Grow Within 1 month, you’ll plant your roots, including: • Completing Sprout’s New Hire training program alongside other new team members • Developing a strong understanding of our product, customers, and business model • Diving into our financial planning tools and reporting frameworks • Learning the monthly forecast cycle and key performance reporting Within 3 months, you’ll start hitting your stride by: • Owning end-to-end forecasting for selected business areas, as well as the forecast consolidation • Delivering variance analyses and insights to support leadership decision-making • Beginning to drive process improvements in reporting and forecast accuracy by identifying and implementing automation opportunities to scale FP&A operations • Leading the annual planning cycle • Partnering to build and maintain complex financial models for key growth initiatives • Providing coaching and support to your team members to help them meet their goals and expand their impact Within 6 months, you’ll be making a clear impact through: • Being a trusted advisor to senior leadership across multiple departments • Leading cross-functional initiatives that improve financial visibility and accountability • Driving long-range planning and strategic modeling initiatives • Expanding our FP&A capabilities through mentorship, process refinement, and tooling improvements • You’ll have built a cohesive, empowered team that is positioned for growth, impact, and strong cross-functional partnership Within 12 months, you’ll make this role your own by: • Serving as a strategic finance partner across the organization, consistently influencing business decisions through data-driven insights and proactive financial guidance • Leading major cross-functional planning initiatives, including scenario modeling and investment prioritization, aligned with long-term company goals • Scaling the FP&A function by embedding automation, elevating team performance, and continuously optimizing forecasting and reporting processes Of course, what is outlined above is the ideal timeline, but things may shift based on business needs, and other projects or tasks may be added at your manager’s discretion. Our Benefits Program We’re proud to regularly be recognized for our team, product and culture. Our benefits program includes: • Insurance and benefit options that are built for both individuals and families • Progressive policies to support work/life balance, like our flexible paid time off and parental leave program • High-quality and well-maintained equipment—your computer will never prevent you from doing your best • Wellness initiatives to ensure both health and mental well-being of our team • Ongoing education and development opportunities via our Grow@Sprout program and employee-led diversity, equity and inclusion initiatives. • Growing corporate social responsibility program that is driven by the involvement and passion of our team members • Beautiful, convenient and state-of-the-art offices in Chicago’s Loop and downtown Seattle, for those who prefer an office setting

Keywords: , Temecula , Director, Financial Planning & Analysis, Accounting, Auditing , San Diego, California