Sr. Director, Financial Planning & Analysis - Pleasanton, CA

Calyxo, Inc. is a medical device company headquartered in Pleasanton, California, USA. The company was founded in 2016 to address the profound need for improved kidney stone treatment. Kidney stone disease is a common, painful condition that consumes vast amounts of healthcare resources each year. Our team is led by executives and investors with a proven track record of commercializing paradigm-shifting devices to meet unmet needs within urology.

Are you ready to change the future of kidney stone treatment? We are seeking high achievers who want to be part of a dynamic team working in a fun, diverse atmosphere.

The Sr. Director, Financial Planning & Analysis (FP&A) plays a pivotal role in shaping the company’s financial strategy, driving enterprise-wide performance, and supporting executive decision-making in a fast-growing medical device organization. This role serves as a key strategic partner to the VP Finance, CFO and executive leadership team, leading financial planning, forecasting, and long-range strategy while providing actionable insights that influence the direction of the business.

• Partner with the VP of Finance and CFO to lead and evolve enterprise-wide financial planning across P&L, Balance Sheet, and Cash Flow, driving improved forecast accuracy, financial visibility, and operational alignment.
• Own and lead key planning cycles including:
• Annual Operating Plan (AOP):
  Enterprise-wide budget across revenue, operating expenses, headcount, and capital expenditures
• Quarterly Forecasting:
  Rolling 12–18 month outlook with executive-level insights and risk/opportunity identification
• Long-Range Planning (LRP): 3–5 year strategic financial plans incorporating scenario modeling, capital strategy, and growth initiatives
• Establish scalable planning processes and frameworks to support rapid organizational growth and increased complexity

• Own executive and Board-level financial reporting, including dashboards, KPI frameworks, variance analysis, and Board of Directors materials
• Provide forward-looking insights and recommendations that directly influence executive decision-making and company strategy
• Synthesize complex financial and operational data into clear, actionable narratives for senior leadership and investors

• Serve as a senior finance partner to executive leadership across Sales, R&D, Clinical, Market Access, Quality & Regulatory, Operations, Marketing, and G&A
• Provide financial leadership for:
• Product launches, clinical trials, and commercialization strategies
• Market expansion, pricing strategy, and reimbursement dynamics
• Resource allocation and capital investment decisions
• Influence strategic decisions including portfolio prioritization, go-to-market strategies, and long-term growth initiatives

• Provide oversight and alignment with accounting during monthly and quarterly close processes to ensure accurate, timely, and consistent financial reporting
• Ensure strong linkage between actuals, forecasts, and strategic plans across all functions

• Oversee development of sophisticated financial models supporting:
• Capital allocation and investment decisions
• ROI and profitability analysis
• Scenario planning and sensitivity analysis
• Strategic and inorganic growth initiatives
• Provide financial leadership on M&A, partnerships, and strategic investments

• Lead transformation and optimization of financial planning systems, tools, and processes (e.g., Adaptive Insights, Net Suite, Tableau)
• Drive automation, scalability, and data governance to enhance decision-making capabilities
• Build a best-in-class FP&A infrastructure to support future public company readiness

• Ensure adherence to internal controls and regulatory requirements including GAAP, SEC, and IRS standards
• Partner with executive leadership to support IPO readiness, including financial reporting rigor, controls enhancement, and investor readiness
• Support internal and external audits and maintain strong governance in a regulated medical device environment

• Build, lead, and mentor a high-performing FP&A team, fostering a culture of accountability, strategic thinking, and continuous improvement
• Lead enterprise-wide financial initiatives and influence outcomes at the executive and Board level
• Act as a trusted advisor to senior leadership, contributing to overall business strategy beyond finance

• Perform other duties as assigned

• Vice President, Finance

• 18+ years of progressive finance experience, including significant leadership in FP&A, corporate finance, and strategic planning
• 5+ years of experience in medical devices, healthcare, life sciences, or other regulated industries.
• Bachelor’s degree in Finance,…