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FP&A Lead
FP&A LeadLeadtech • Oxnard, CA, US
FP&A Lead

FP&A Lead

Leadtech • Oxnard, CA, US
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Fpa Team Lead

We're looking for an experienced FP&A Team Lead to build, scale, and strategically lead the Financial Planning & Analysis function at Leadtech. This role requires a senior finance leader with strong business acumen, advanced analytical expertise, and a proven track record of managing and developing high-performing teams.

As an FP&A leader, this person will operate with high autonomy, taking ownership of a complex function, driving strategic initiatives, and ensuring cross-departmental alignment with organizational objectives. They will guide their team through complex challenges, lead financial innovation, and serve as a key partner to executive leadership.

Strategic Fpa Leadership

  • Own and lead the annual budget, quarterly forecasts, long-range planning, and strategic financial cycles.
  • Deliver deep financial insights to influence key business decisions, investment strategies, and performance optimization.
  • Ensure alignment between FP&A priorities and company goals, anticipating risks and identifying opportunities proactively.

Team Leadership & Talent Development

  • Lead small to medium teams, setting clear performance objectives, strategic priorities, and areas of accountability.
  • Mentor, coach, and develop team members, fostering an environment of continuous learning and growth.
  • Oversee workforce planning, talent development, and hiring decisions with a long-term strategic mindset.
  • Promote idea-sharing, cross-team collaboration, and a culture of ownership and innovation.

    • Operational & Organizational Accountability

  • Take ownership of a complex area or platform, ensuring operational excellence and delivering expected business outcomes.
  • Act proactively to address organizational, team, or workflow challenges, proposing long-term solutions.
  • Manage complex projects and high-impact initiatives with minimal supervision, escalating only for specific strategic decisions.

    • Advanced Financial Modeling & Analysis

  • Build and review sophisticated financial models to support scenario analysis, valuation exercises, M&A activities, fundraising or strategic planning.
  • Provide financial guidance for new product initiatives, partnerships, or business model changes.

    • Reporting & Executive Insights

  • Prepare and present monthly and quarterly financial packages for senior leadership and board stakeholders.
  • Translate complex financial information into clear insights for both financial and non-financial leaders.

    • Process Improvement & System Optimization

  • Lead initiatives to improve FP&A processes, reporting accuracy, and automation.
  • Collaborate with cross-functional departments to enhance data integrity and financial transparency.

    • Strategic & Competitive Intelligence

  • Monitor market trends, benchmarks, and competitor performance to inform strategic direction.
  • Calibrate the impact of external changes, proposing strategic responses aligned with long-term business goals.
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    Lead • Oxnard, CA, US

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