Sr. Director, Financial Planning & Analysis - Pleasanton, CA at Calyxo, Inc.

Pleasanton, CAFull-timeFinance/Accounting/FP&APosted 2 months ago

About the Role

<div class="content-intro">Calyxo, Inc. is a medical device company headquartered in Pleasanton, California, USA. The company was founded in 2016 to address the profound need for improved kidney stone treatment. Kidney stone disease is a common, painful condition that consumes vast amounts of healthcare resources each year. Our team is led by executives and investors with a proven track record of commercializing paradigm-shifting devices to meet unmet needs within urology. Are you ready to change the future of kidney stone treatment? We are seeking high achievers who want to be part of a dynamic team working in a fun, diverse atmosphere.</div>Summary:   The Sr. Director, Financial Planning & Analysis (FP&A) plays a pivotal role in shaping the company’s financial strategy, driving enterprise-wide performance, and supporting executive decision-making in a fast-growing medical device organization. This role serves as a key strategic partner to the VP Finance, CFO and executive leadership team, leading financial planning, forecasting, and long-range strategy while providing actionable insights that influence the direction of the business.  The Sr. Director will own enterprise financial planning processes, enhance financial infrastructure to support scale, and lead high-impact strategic initiatives including capital allocation, investment prioritization, and potential IPO readiness. The ideal candidate brings deep financial expertise, executive presence, and a proven track record of leading finance functions in dynamic, high-growth environments.  In This Role, You Will  Enterprise Financial Planning Leadership  <ul> <li>Partner with the VP of Finance and CFO to lead and evolve enterprise-wide financial planning across P&L, Balance Sheet, and Cash Flow, driving improved forecast accuracy, financial visibility, and operational alignment. </li> <li>Own and lead key planning cycles including: </li> <li>Annual Operating Plan (AOP): Enterprise-wide budget across revenue, operating expenses, headcount, and capital expenditures </li> <li>Quarterly Forecasting: Rolling 12–18 month outlook with executive-level insights and risk/opportunity identification </li> <li>Long-Range Planning (LRP): 3–5 year strategic financial plans incorporating scenario modeling, capital strategy, and growth initiatives </li> <li>Establish scalable planning processes and frameworks to support rapid organizational growth and increased complexity </li> </ul> Executive Reporting & Strategic Insights  <ul> <li>Own executive and Board-level financial reporting, including dashboards, KPI frameworks, variance analysis, and Board of Directors materials </li> <li>Provide forward-looking insights and recommendations that directly influence executive decision-making and company strategy </li> <li>Synthesize complex financial and operational data into clear, actionable narratives for senior leadership and investors </li> </ul> Strategic Business Partnership  <ul> <li>Serve as a senior finance partner to executive leadership across Sales, R&D, Clinical, Market Access, Quality & Regulatory, Operations, Marketing, and G&A </li> <li>Provide financial leadership for: </li> <li>Product launches, clinical trials, and commercialization strategies  Market expansion, pricing strategy, and reimbursement dynamics </li> <li>Resource allocation and capital investment decisions </li> <li>Influence strategic decisions including portfolio prioritization, go-to-market strategies, and long-term growth initiatives </li> </ul> Financial Close & Reporting Alignment  <ul> <li>Provide oversight and alignment with Accounting during monthly and quarterly close processes to ensure accurate, timely, and consistent financial reporting </li> <li>Ensure strong linkage between actuals, forecasts, and strategic plans across all functions </li> </ul> Advanced Financial Modeling & Decision Support  <ul> <li>Oversee development of sophisticated financial models supporting: </li> <li>Capital allocation and investment decisions </li> <li>ROI and profitability analysis </li> <li>Scenario planning and sensitivity analysis </li> <li>Strategic and inorganic growth initiatives </li> <li>Provide financial leadership on M&A, partnerships, and strategic investments </li> </ul> Systems, Process & Data Transformation  <ul> <li>Lead transformation and optimization of financial planning systems, tools, and processes (e.g., Adaptive Insights, NetSuite, Tableau) </li> <li>Drive automation, scalability, and data governance to enhance decision-making capabilities </li> <li>Build a best-in-class FP&A infrastructure to support future public company readiness </li> </ul> Governance, Compliance & IPO Readiness  <ul> <li>Ensure adherence to internal controls and regulatory requirements including GAAP, SEC, and IRS standards </li> <li>Partner with executive leadership to support IPO readiness, including financial reporting rigor, controls enhancement, and investor readiness </li> <li>Support internal and external audits and maintain strong governance in a regulated medical device environment </li> </ul> Leadership & Organizational Development  <ul> <li>Build, lead, and mentor a high-performing FP&A team, fostering a culture of accountability, strategic thinking, and continuous improvement </li> <li>Lead enterprise-wide financial initiatives and influence outcomes at the executive and Board level </li> <li>Act as a trusted advisor to senior leadership, contributing to overall business strategy beyond finance </li> </ul> Additional Responsibilities  <ul> <li data-leveltext="•" data-font="Calibri" data-listid="70" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Calibri","469769242":[8226],"469777803":"left","469777804":"•","469777815":"hybridMultilevel"}" data-aria-posinset="0" data-aria-level="1">Perform other duties as assigned </li> </ul> Who You Will Report To:  <ul> <li> Vice President, Finance </li> </ul> Qualifications  <ul> <li>18+ years of progressive finance experience, including significant leadership in FP&A, corporate finance, and strategic planning </li> <li>5+ years of experience in medical devices, healthcare, life sciences, or other regulated industries.</li> <li>Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA and/or CPA strongly preferred </li> <li>Deep expertise in financial planning, investment analysis, capital allocation, long-range planning (LRP), and scenario modeling </li> <li>Proven ability to influence executive leadership and drive strategic decision-making in a high-growth environment </li> <li>Demonstrated success partnering with C-level executives and cross-functional leaders across Commercial, R&D, Clinical, Operations, and Supply Chain </li> <li>Extensive experience preparing and presenting Board of Directors and investor materials </li> <li>Strong background in commercial finance including revenue forecasting, pricing strategy, and sales performance optimization </li> <li>Expertise in margin analysis, reimbursement dynamics, and profitability optimization across products and markets </li> <li>Experience supporting product development, clinical investment planning, and commercialization strategies </li> <li>Strong operational finance acumen including supply chain, inventory, and cost management </li> <li>Experience with M&A evaluation and strategic investments, including financial modeling, due diligence, and integration support </li> <li>Experience supporting IPO readiness initiatives, including public-company financial modeling, reporting controls, S-1 preparation, and investor communications </li> <li>Proven ability to lead large, complex cross-functional initiatives in a fast-paced, high-growth environment </li> <li>Advanced proficiency in Excel and experience with enterprise systems such as Adaptive Insights, NetSuite, Tableau, and Salesforce </li> <li>Exceptional executive communication and presentation skills, with the ability to influence both financial and non-financial stakeholders </li> <li>Work location:  Pleasanton  </li> <li>Travel:  5-10% </li> <li>Full time employment </li> <li>Ability to thrive in a fast-paced, dynamic environment. </li> <li>Must be able to lift 10 pounds, sit for up to 8 hours/day </li> <li>Compliance with relevant county, state, and Federal rules regarding vaccinations. </li> </ul> What We Offer:  At Calyxo, you will be part of a knowledgeable, high-achieving, experienced and fun team.  You will work in a diverse work environment with experienced, proven leaders and have an opportunity to shape our company culture.  You will experience constant learning and dynamic challenges to help you grow and be the best version of yourself.    We also offer an attractive compensation package, which includes:  <ul> <li>A competitive base salary range of $250,000 - $270,000 and variable incentive plan  </li> <li>Stock options – ownership and a stake in growing a mission-driven company </li> <li>Employee benefits package that includes 401(k), healthcare insurance and paid vacation </li> </ul><div class="content-conclusion">Calyxo is deeply committed to fostering an environment where diversity and inclusion are not only valued but also prioritized. We believe a diverse and inclusive community empowers us to act courageously, care deeply, and dream boldly to impact people in big ways. Diverse viewpoints bring diverse capabilities, which strengthen our focus and fuel our growth.    Calyxo is proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other applicable legally protected characteristics Legal authorization to work in the United States is required. In compliance with federal law, all persons hired will be required to verify their identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.  Disclaimer: At Calyxo, we prioritize a transparent and structured interview process to ensure the best fit for both our candidates and our team. Please be aware of the following: <ul type="disc"> <li class="x_MsoNormal">Structured Interview Process: Our hiring process includes multiple stages of interviews where you will have the opportunity to communicate directly with Calyxo employees. This ensures that you gain a comprehensive understanding of the role and our company culture.</li> <li class="x_MsoNormal">Verification of Identity: We do not extend job offers without first meeting candidates, either virtually or in person. This step is crucial to maintain the integrity of our hiring process and to ensure mutual alignment.</li> <li class="x_MsoNormal">Beware of Scams: Calyxo will never request sensitive personal information, such as your full name, address, phone number, or identification documents, via email or online forms before an official interview. Calyxo representatives will always contact you using an email format of <a href="mailto:[email protected]" data-linkindex="1">[email protected]</a>. If you receive a request for information from any other domain, please contact us directly at [email protected] to verify the legitimacy of the communication.</li> </ul> We appreciate your interest in joining Calyxo and look forward to getting to know you through our official channels. </div>

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