Quicken is the leading solution for personal finance management software and is committed to helping people lead healthy financial lives. For over 40 years, more than 20 million customers have relied on Quicken to help them take control of their finances.

We continue to focus on delighting customers and making Quicken products the most used, most loved, and most effective personal finance software that our customers can access and manage their financial lives, anywhere, anytime, and on any device.

This is an opportunity to work at a customer-driven company with a collaborative team that values technical excellence, innovation, and creativity while working together and having fun!

Job Title: 
Director, Financial Planning & Analysis
Location: 
Menlo Park
CA
United States
Department: 
General & Administrative
Job Requisition Number: 
0000-00
Job Summary: 

The Director, Financial Planning & Analysis will be a critical member of the G&A leadership team, reporting to the Chief Financial Officer. This role will lead the planning, forecasting and analysis functions of the finance team. The Director of FP&A will have a highly visible role across the organization while leading a small team (one manager and one analyst). This is a new position in the organization.

Responsibilities: 
  • Planning: Drive the overall financial planning process, including the Annual Plan, quarterly forecasts, and multi-year projections. Be the leader and subject matter expert on the full P&L to address questions from leadership and the board of directors.
  • Analysis: Build multi-scenario financial models, run analyses to inform strategic planning and growth efforts and analyze customer data to inform business improvements
  • Business Partnership: Partner with business leaders across the entire organization to measure performance to Key Metrics. Act as a contributor and a proactive advisor to leadership, highlighting risk and opportunities related to revenue and expense management leading to optimal investment decisions and outcomes, and provide support for expense modeling and what-if scenario analytics
  • Reporting: Manage the standardization for reporting, creation of business performance dashboards, and deployment of new reporting tools and analytics as the company grows and increases in organizational maturity. Own, enhance, and manage the weekly business operations meeting and deck compilation, and explore ways of automating the deliverables.
  • Treasury and Cash Management: Manage the debt, interest, and cash forecast alongside management of the P&L.
Qualifications: 
  • Candidates should have ten or more years of relevant professional experience.
  • BS degree required; MBA preferred
  • Strong experience with Excel and PowerPoint applications
  • Familiarity with FP&A and BI / analytics tools like Adaptive Insights, NetSuite, Tableau and Quicksight preferred
  • Experience at a Private Equity portfolio company preferred
  • Demonstrated track record of process improvement, and the ability to change the status quo while maintaining trust of business partners
  • Exceptional track record of self-motivation, prioritization, initiative, and integrity
  • Driven by intellectual curiosity with a continuous desire to learn and grow
  • Excellent communicator (both written and verbal), with the ability to present to senior management and investors in a clear, concise manner

Personal Attributes

  • Hands-on mindset and leadership style
  • Cultural fit at Quicken: Open, honest, collegial, collaborative, unpretentious, hands-on
  • Scrappy, entrepreneurial, self-starter who can manage multiple projects simultaneously and drive them to completion effectively
  • Ability to work effectively across all functional areas and at all levels of the organization

What we offer

  • Competitive salary and performance bonus
  • Fantastic culture, strong believers in Autonomy/Mastery/Purpose
  • Customer-driven, we make money by building the best products for our users. No confusion about how to win – create amazing products!
  • Ability to work with and lead incredible talent
  • Build products that make a huge difference in people’s lives
  • Work on a highly recognizable brand that defined the personal finance category

 

 

Quicken is committed to fair and equitable compensation practices. The actual salary offered is determined by factors unique to each candidate, including but not limited to years and depth of experience, relevant skills, and work location. This position's expected base pay range is $185,000 - $220,000.

Quicken is building a team of innovative and talented individuals passionate about helping people improve their financial lives. We care about our employees' well-being and pride ourselves on offering a fabulous range of benefits and perks. From comprehensive healthcare coverage, a 401(k) plan with a generous 5% match, fitness subsidies, education reimbursement, and onsite lunches, to name a few - we've got you covered! At Quicken, we believe happy employees are successful employees, so we're committed to creating a fun and supportive work environment that encourages personal and professional growth, recognizing that a thriving workforce is essential to our collective success! (Benefits and perks may vary based on location.)

 Quicken is proud to be an equal opportunity employer and considers qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition, or disability.

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