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. Summary:     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.   The Sr. Director will own enterprise financial planning processes, enhance financial infrastructure to support scale, and lead high-impact strategic initiatives including capital allocation, investment prioritization, and potential IPO readiness. The ideal candidate brings deep financial  expertise , executive presence, and a proven  track record  of leading finance functions in dynamic, high-growth environments.   In This Role, You Will   Enterprise Financial Planning Leadership   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   Executive Reporting & Strategic Insights   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   Strategic Business Partnership   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   Financial Close & Reporting Alignment   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   Advanced Financial Modeling & Decision Support   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   Systems, Process & Data Transformation   Lead transformation and optimization of financial planning systems, tools, and processes (e. g.,  Adaptive Insights, NetSuite, 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   Governance, Compliance & IPO 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   Leadership & Organizational Development   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   Additional Responsibilities   Perform other duties as assigned   Who You Will Report To:    Vice President, Finance   Qualifications   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 , Accounting, Economics, or related field  required ; MBA and/or CPA strongly preferred   Deep  expertise  in financial planning, investment analysis, capital allocation, long-range planning (LRP), and scenario modeling   Proven ability to influence e