Director, Financial Planning & Analysis

This is Finance at Lattice
The FP&A team leads company-wide planning, forecasting, and reporting and strives to provide comprehensive decision support through strong understanding of the business, its needs, and strategy. The team builds strong functional partnerships and enables cross-functional dialogue and initiatives to connect insights across functions, measure performance, create accountability, and drive business growth.
Lattice is seeking a Director of FP&A to support the GTM (Go-To-Market) organization in sales strategy and operations, business planning, and execution and provide strategic and analytical support to key stakeholders. This role will be responsible for developing and driving a proactive and collaborative partnership between Corporate Finance and GTM, understanding team needs and driving constructive and engaging conversations, and identifying trends and opportunities to advance the company’s overall business and financial strategy. The Director of FP&A will report into the VP of FP&A and be a trusted advisor to the Chief Revenue Officer, Chief Marketing Officer, and their leaders, and have visibility to and frequent interaction with senior management.
What You Will Do

• Build and scale a bookings and metrics forecast model based on key marketing, sales, and customer data assumptions.
• Manage and develop a small team fostering growth and career development.
• Improve visibility, forecasting, consolidation, reporting, and analysis of results and key metrics while advising senior management on insights and recommended actions.
• Develop a deep understanding of the GTM organization and partner closely with leaders to align business and financial goals.
• Prepare presentations targeted at senior management, the Board of Directors, and investors.
• Partner with GTM leadership to optimize sales capacity and design incentive compensation plans that are clear, measurable, cost efficient, and effective at driving behaviors that improve top-line growth while optimizing cost.
• Lead planning and forecasting processes for GTM, including monthly forecasting, annual planning, long-term planning, and scenario planning.
• Establish sales efficiency and productivity metrics to measure ROI across GTM operations, initiatives, and products and design business cases for new business models.

What You Will Bring To The Table

• Strong executive presence and excellent communication and presentation skills.
• Comfortable leading complex, cross-functional initiatives and project managing in conjunction with day-to-day activities.
• Bachelor’s Degree in Business, Accounting, Finance, or Economics.
• Strong analytical skills, problem-solving skills, and decision-making ability.
• Ability to adapt and operate effectively in a fast-paced and rapidly changing environment.
• 10+ years of progressive experience in FP&A roles, with broad exposure to several areas of finance, accounting, and business operations.
• Ability to provide mentorship and continuous training to the team.

The estimated annual cash salary for this role is $165,838.00 - $255,492.00. This position is also eligible for incentive stock options, subject to the terms of Lattice’s applicable plans.
Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: Medical insurance; Dental insurance; Vision insurance; Life, AD&D, and Disability Insurance; Emergency Weather Support; Wellness Apps; Paid Parental Leave, Paid Time off inclusive of holidays and sick time; Commuter & Parking Accounts; Lunches in the Office; Workplace Amenities Stipend, Internet and Phone Stipend; One time WFH Office Set-Up Stipend; 401(k) retirement plan; Financial Planning; Learning & Development Budget; Sabbatical Program; and Invest in Your People Fund

• Note on Pay Transparency:

Lattice provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on (a) location, as Lattice factors in specific location when benchmarking compensation for most roles; (b) individual candidate skills and qualifications; and (c) individual candidate experience.
Additionally, Lattice leverages current market data to determine compensation, so posted compensation figures are subject to change as new market data becomes available. The salary, other compensation, and benefits information is accurate as of the date of this posting. Lattice reserves the right to modify this information at any time, subject to applicable law.
About Lattice
Lattice is on a mission to build cultures where employees and their companies thrive 💪. In an age where employees have more choices than ever before, businesses that put employees first are winning 🏅– and Lattice is building the tools to empower those people-centric companies. Lattice is a people success platform that offers performance reviews, employee engagement surveys, real-time feedback, weekly check-ins, goal setting, and career planning in a way that allows companies to focus on employee development, growth, and engagement – yielding stronger employee retention, performance, and impact to the bottom line 📈. Since launching in 2016, we have grown to over 4,600+ customers globally, including brands like Slack, Pinterest, Reddit, and Asana.
What else does Lattice have to offer? We’re so glad you asked! We invest in our people’s personal and professional growth because that sort of growth begets business impact and personal fulfillment 🤗. We believe in the value of continued learning investments 🤓and reimbursements. We offer a competitive salary (including equity💸) and our benefits are thoughtful. We believe that taking the time for you is important and have a flexible vacation/time-off policy to prove it. We even incorporated Lattice “Recharge Days” 🔋to ensure you’re getting a break every month. Lattice has also implemented a 💻 remote-first hybrid model (team-dependent, you work from wherever makes you most comfortable). If that gets you excited, now is the perfect time to join; so bring your appetite for ownership and creation and help Lattice continue to grow! 🎉
Lattice is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Lattice is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
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