Riveron · 2 weeks ago
Financial Planning and Analysis (FP&A) - Associate Director (Technical)
Orange County, CA
Full-time
Onsite
Mid, Senior Level, Lead/Staff
$120K/yr - $210K/yr
7+ years expRiveron helps public and private organizations improve business performance and achieve strategic objectives. The Associate Director of FP&A will execute project plans and deliver solutions across various domains of financial planning and analysis, assisting clients with forecasting, budgeting, and performance visibility.
AdviceConsultingFinancial Services
Responsibilities
Execute project plans and deliver solutions across the following FP&A domains:
Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models
Interim FP&A – support clients in an interim FP&A leadership capacity
Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design
Qualification
Required
Bachelor's in business or related field of study
Minimum of 7+ years of relevant experience
Knowledge of various analytics platforms and data visualization tools
Proficiency in SQL, Alteryx, Python or other coding languages
Experience with data visualization tools (e.g., Tableau, PowerBI, Looker)
Experience in conducting analysis of operational processes and performance metrics
Experience within one or more of the following ERPs: NetSuite, SAP, Oracle, QuickBooks, and Microsoft Dynamics
Mastery of Microsoft Office Products, advanced Excel and PowerPoint skills
Advanced knowledge of accounting and finance
Passion for developing and maintaining client relationships
Ability to communicate skillfully with a variety of audiences
Ability to thrive in an ever-changing, dynamic work environment
Ability to readily identify problems and instinctively look for solutions
Desire to participate in internal and external company initiatives
Ability and desire to travel as required based on client location
Preferred
Master's in business or related field of study
Experience in a consulting/advisory role
Experience in corporate FP&A
Experience in business operations
Benefits
Flexibility
Progressive benefits
Meaningful opportunities for impactful work that supports well-being in and out of the office
Company
Riveron
Riveron is a business advisory firm that offers professional consulting services for investors and operating organizations.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2023-06-09Acquired
2019-05-16Private Equity
Leadership Team
Sam Shaw
Chief Executive Officer at Riveron
Drew Niehaus
Senior Managing Director
Recent News
Business News Americas
2025-11-11
2025-11-08
Mergers & Acquisitions
2025-10-19
Company data provided by crunchbase