Director, Financial Planning & Analysis

SquareTrade/Allstate Protection Plans (“APP”) is the fastest growing company of its kind. We’re revolutionizing a $30b industry with service innovation and attention to customer satisfaction. We partner with some of the largest, most sophisticated retailers and carriers in the world (Home Depot, Walmart, Target, Amazon, Costco, and T-Mobile to name a few), consistently win industry awards, have received tens of thousands of 5-star reviews… and we’re just getting started. A member of the Allstate family, we’re headquartered in the San Francisco Bay Area and London. We are currently expanding in Europe and Asia Pacific, including Japan and Australia

We are seeking an experienced and strategic Director of Financial Planning & Analysis (FP&A), North America to lead our financial planning and analysis efforts for our North American operations. Reporting directly to the CFO, North America you will be a key leader in driving financial performance, providing critical insights to executive leadership, and supporting strategic decision-making across the organization. This is a highly visible role that requires a strong analytical mind, excellent communication skills, and a proven track record of building and leading high-performing FP&A teams in a dynamic, growth-oriented environment.

Responsibilities:

• Strategic Financial Leadership:
  • Lead the comprehensive financial planning processes for North America, including annual budgeting, quarterly forecasting, and long-range strategic planning.
  • Develop and implement robust financial models to support strategic initiatives, investment decisions, and business growth.
  • Partner with executive leadership and cross-functional teams (e.g., Business Development, Operations, Product, Engineering) to develop financial targets and ensure alignment with overall company goals.
  • Provide insightful financial analysis and recommendations to drive performance improvements and identify cost-reductive opportunities.
• Business Partnering & Analysis:
  • Act as a trusted financial advisor to various business units and department heads across North America, providing financial expertise and decision support.
  • Lead the preparation of monthly, quarterly, and annual financial performance reports, including variance analysis against budget and prior periods.
  • Develop key performance indicators (KPIs) and metrics to monitor business performance and identify trends.
  • Conduct deep-dive financial analyses on specific business drivers, market trends, and competitive landscapes.
• Team Leadership & Development:
  • Lead, mentor, and develop FP&A team members and collaborate with other teams within the finance organization. 
  • Set clear objectives, provide regular feedback, and conduct performance reviews for team members.
  • Optimize FP&A processes and systems to enhance efficiency and accuracy.
• Process Improvement & Systems:
  • Drive improvements in financial reporting, planning, and analysis processes.
  • Ensure data integrity and accuracy in all financial reporting.
  • Leverage financial and reporting systems (e.g. SAP, NetSuite, PowerBI, Tableau)

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field; MBA or CFA preferred.
• 10+ years of progressive experience in Finance leadership roles, with at least 3-5 years in a management capacity, preferably in a rapidly scaling environment.
• Proven ability to lead, motivate, and develop a high-performing team.
• Strong interpersonal and communication skills (written and verbal), with the ability to present complex financial information clearly and concisely to diverse audiences, including executive leadership.
• Ability to work effectively in a fast-paced, dynamic environment and manage multiple priorities.
• Strategic thinker with a hands-on approach.

At SquareTrade you'll have access to:

• Medical, dental and vision coverage with network optionality to support our dispersed workforce
• HSAs and FSAs
• Open access to mental health benefits including 1:1 therapy, coaching sessions and digital resources
• $75 monthly allowance to support self-care and well-being
• Up to 4% company match into 401(k)
• Supportive leave policies including paid parental, grieving and loss, and domestic violence protected leaves
• Paid Time Off 
• Work flexibility
• Talent shares
• Tuition reimbursement
• Learning opportunities
• Hybrid work arrangements
• $80 monthly internet connectivity stipend
• Various corporate perks and discounts

SquareTrade estimates the possible base compensation for this role, if hired in the San Francisco Bay Area, California, to be in the range : $205K - $240K

The Team:  http://www.squaretrade.com/leadership   

SquareTrade is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive work environment for all employees. We celebrate diversity and encourage applications from all qualified individuals regardless of race, religion, color, national origin, sex, gender identity, gender expression, sexual orientation, age, marital status, veteran status, or ability status.  

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