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Director, Corporate FP&A

Let’s face it, a company whose mission is human transformation better have some fresh thinking about the employer/employee relationship. 

We do. We can’t cram it all in here, but you’ll start noticing it from the first interview. 

Even our candidate experience is different. And when you get an offer from us (and accept it), you get way more than a paycheck. You get a personal BetterUp Coach, a development plan, a trained and coached director, the most amazing team you’ve ever met (yes, each with their own personal BetterUp Coach), and most importantly, work that matters. 

This makes for a remarkably focused and fulfilling work experience. Frankly, it’s not for everyone. But for people with fire in their belly, it’s a game-changing, career-defining, soul-lifting move.

Join us and we promise you the most intense and fulfilling years of your career, doing life-changing work in a fun, inventive, soulful culture. 

If that sounds exciting—and the job description below feels like a fit—we really should start talking.

We are seeking an experienced and strategic Director of Corporate Financial Planning & Analysis (FP&A) to join our dynamic finance team. In this critical role, you will be responsible for driving the corporate budgeting, forecasting, and financial analysis processes while partnering with senior leadership to provide actionable insights for business decision-making. This position requires a highly analytical mindset, strong business acumen, and the ability to collaborate across departments to ensure financial goals and strategic priorities are met. A key objective for this position is to help lead the implementation of a new forecasting tool for the FP&A team.

What you’ll do:

  • Financial Planning & Analysis: Lead the preparation and coordination of the annual budget, monthly/quarterly forecasts, and long-term strategic plans for the organization. Ensure alignment with the company’s strategic objectives and operational priorities.

  • Business Partnering: Work closely with cross-functional teams, including Sales, Marketing, Operations, and HR, to provide financial insights that drive business performance and enhance operational decision-making.

  • Reporting & Analytics: Develop and present comprehensive financial reporting packages for senior management, including variance analysis, key performance indicators (KPIs), and ad-hoc financial models.

  • Forecasting: Provide accurate and timely financial forecasts and ensure they reflect the company’s evolving business needs, identifying risks and opportunities that may impact financial performance.

  • Process Improvement: Continuously identify and implement improvements to financial processes and reporting, enhancing efficiency, accuracy, and decision support.

  • Stakeholder Communication: Effectively communicate financial performance, trends, and risks to executive leadership and other stakeholders, ensuring clarity and transparency in financial matters.

  • Team Leadership: Provide guidance and mentorship to junior FP&A team members, fostering a collaborative and high-performance environment.

  • Systems: Lead the implementation of a new forecasting system (Adaptive Insights, Anaplan, etc)

If you have some or all of the following, please apply:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA or CPA is a plus.

  • 7+ years of experience in FP&A, Corporate Finance, or related fields..

  • Proven track record of financial modeling, forecasting, budgeting, and reporting in a corporate environment.

  • Experience partnering with senior leadership to provide strategic financial insights and decision support.

  • Advanced proficiency in financial modeling and analysis tools (Excel, Google Sheets, etc.).

  • Strong understanding of financial statements and accounting principles (GAAP).

  • Familiarity with ERP systems (Netsuite) and FP&A software tools (Anaplan, Adaptive Insights, etc).

  • Strong analytical skills with the ability to translate complex financial data into actionable business insights.

  • Excellent communication and interpersonal skills, with the ability to present financial information to non-financial stakeholders.

  • Ability to work in a fast-paced, dynamic environment, balancing multiple priorities and deadlines.

  • Leadership and mentoring skills with a collaborative, team-oriented mindset.

  • High attention to detail and commitment to accuracy.

Benefits: 

At BetterUp, we are committed to living out our mission every day and that starts with providing benefits that allow our employees to care for themselves, support their families, and give back to their community. 

  • Access to BetterUp coaching; one for you and one for a friend or family member 

  • A competitive compensation plan with opportunity for advancement

  • Medical, dental, and vision insurance

  • Flexible paid time off

  • Per year: 

    • All federal/statutory holidays observed

    • 4 BetterUp Inner Workdays (https://www.betterup.co/inner-work)

    • 5 Volunteer Days to give back

    • Learning and Development stipend

    • Company wide Summer & Winter breaks

  • Year-round charitable contribution of your choice on behalf of BetterUp

  • 401(k) self contribution

We are dedicated to building diverse teams that fuel an authentic workplace and sense of belonging for each and every employee. We know applying for a job can be intimidating, please don’t hesitate to reach out — we encourage everyone interested in joining us to apply.

BetterUp Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, disability, genetics, gender, sexual orientation, age, marital status, veteran status. In addition to federal law requirements, BetterUp Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

At BetterUp, we compensate our employees fairly for their work. Base salary is determined by job-related experience, education/training, residence location, as well as market indicators. The range below is representative of base salary only and does not include equity, sales bonus plans (when applicable) and benefits. This range may be modified in the future.

The base salary range for this role is $198,000– $342,000

If you live in New York, the base salary range for this role is: 

$228,000 – $342,000: New York City

$198,000 – $296,000 : Nassau, Newburgh

Protecting your privacy and treating your personal information with care is very important to us, and central to the entire BetterUp family. By submitting your application, you acknowledge that your personal information will be processed in accordance with our Applicant Privacy Notice. If you have any questions about the privacy of your personal information or your rights with regards to your personal information, please reach out to support@betterup.co

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Average salary estimate

$270000 / YEARLY (est.)
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$198000K
$342000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Director, Corporate FP&A, BetterUp

Exciting opportunities await you at BetterUp, where we are on the hunt for a dynamic Director of Corporate FP&A to join our passionate finance team! In this pivotal role, you'll take the reins in developing and coordinating our annual budgeting, forecasting, and financial analysis processes. We want you to leverage your analytical prowess and collaborative spirit to partner with senior leadership and drive actionable insights that propel our business goals forward. Picture yourself leading the implementation of a new forecasting tool, communicating effectively across departments, and mentoring our junior FP&A team members. We believe in a workplace culture that values your growth and wellbeing, so you can expect not just a competitive salary, but also a personal BetterUp Coach and innovative perks tailored for your success. If you’re ready for a career defining move that combines purposeful work with a supportive environment, we can’t wait to meet you!

Frequently Asked Questions (FAQs) for Director, Corporate FP&A Role at BetterUp
What are the responsibilities of the Director, Corporate FP&A at BetterUp?

The Director of Corporate FP&A at BetterUp is responsible for leading the preparation of annual budgets, managing monthly and quarterly forecasts, and developing long-term strategic plans. This role partners with senior leadership across various departments to provide vital financial insights and analytics, ensuring that all financial reports reflect the company's evolving business needs. Additionally, the director will oversee the implementation of new forecasting tools and continuously work on process improvements for better efficiency.

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What qualifications are required for the Director of Corporate FP&A at BetterUp?

To qualify for the Director of Corporate FP&A position at BetterUp, candidates should have a Bachelor’s degree in Finance, Accounting, Economics, or a related field, with 7+ years of relevant experience in FP&A or Corporate Finance. An MBA or CPA is a plus. Proficiency in financial modeling and analytical tools like Excel is crucial, along with a solid understanding of accounting principles and experience with ERP systems.

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How does BetterUp support the professional development of its Director, Corporate FP&A?

BetterUp is committed to supporting the professional development of its team, particularly for the Director of Corporate FP&A. The company provides access to BetterUp coaching, a personalized development plan, and learning stipends to enhance your skills. Furthermore, the collaborative environment fosters mentorship opportunities and encourages team members to strive for excellence.

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What is the company culture like for the Director of Corporate FP&A at BetterUp?

The company culture at BetterUp is centered around human transformation and innovative thinking. As a Director of Corporate FP&A, you’ll find a unique work atmosphere that emphasizes teamwork, personal growth, and meaningful contribution. BetterUp strives to create a fulfilling work environment where you’ll collaborate with motivated professionals who share your passion for making a difference.

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What benefits does BetterUp offer for the Director, Corporate FP&A position?

The benefits for the Director of Corporate FP&A at BetterUp are comprehensive and designed to support employee wellbeing. You'll enjoy access to personal coaching, competitive compensation, medical and dental insurance, flexible paid time off, volunteer days, and company-wide breaks. BetterUp also offers an inclusive environment and a commitment to diversity, making it a fulfilling place to work.

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Common Interview Questions for Director, Corporate FP&A
What financial tools are you proficient in as a Director of Corporate FP&A?

When answering this question, emphasize your proficiency in financial modeling tools such as Excel and financial software like Anaplan or Adaptive Insights. It's important to highlight your hands-on experience in forecasting, budgeting, and how these tools aid in effective financial analysis.

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How do you approach annual budgeting and forecasting?

In your response, outline your structured approach to the annual budgeting process, detailing your strategies for coordination, collaboration with various departments, and alignment with the company's long-term goals. Use examples from your past experience to illustrate your capability.

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Can you give an example of when you improved a financial process in your previous role?

Prepare a specific example of a financial process you identified as needing improvement. Discuss the steps you took to innovate and streamline the process, explaining the impact it had on the organization in terms of efficiency and accuracy.

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Describe your experience with team leadership and development.

Discuss your leadership style and how you foster collaboration within your team. Share examples of how you've mentored or developed junior team members, focusing on ways you've contributed to a high-performance environment.

Join Rise to see the full answer
What steps do you take to communicate complex financial information to non-financial stakeholders?

Talk about your approach to simplifying complex financial data. Explain your methods for crafting presentations that focus on key performance indicators and actionable insights, making sure to highlight the importance of clarity and transparency.

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How do you stay updated on financial regulations and industry trends?

Mention your commitment to continuous learning, whether through professional development courses, industry conferences, or networking with peers. Explain how staying informed helps you make strategic decisions for the company.

Join Rise to see the full answer
What do you see as the biggest challenges in corporate FP&A today?

Offer insights on current challenges such as economic fluctuations or emerging technologies. Discuss how you would address these challenges and what strategies you would propose to mitigate risks while driving financial growth.

Join Rise to see the full answer
How do you prioritize competing tasks and deadlines in a fast-paced environment?

Emphasize your organizational skills and time management strategies, such as utilizing project management tools. Provide an example of a situation where you successfully managed multiple priorities without compromising quality.

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What role does analytics play in your decision-making as a FP&A leader?

Illustrate the central role of analytics in your decision-making process. Share examples of how analytics can turn data into actionable insights that guide your financial strategy and bolster company performance.

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Why do you want to work as the Director, Corporate FP&A at BetterUp?

Use this opportunity to express your alignment with BetterUp’s mission and values. Share your enthusiasm for the role, highlighting how your professional aspirations match the company’s commitment to human transformation and innovative workplace culture.

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BetterUp's is a company centered around unlocking human potential by providing personalized coaching, mentorship, and professional development resources.

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DATE POSTED
December 19, 2024

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