About the role

Aplyr's Quick Take

This role is for a Sr. Director of Financial Planning & Analysis at a medical device company. You'll be responsible for shaping financial strategy, forecasting, and providing insights to the executive team. It's a senior-level position focused on strategic financial leadership rather than day-to-day operational tasks.

Good fit

Ideal candidates have extensive experience in financial planning and analysis, preferably in the healthcare or medical device sectors. Strong strategic thinking and leadership skills are essential, along with a collaborative working style.

Worth noting

The salary range is quite high, indicating the level of expertise required. The role emphasizes a dynamic and fun work environment, which may appeal to those looking for a less traditional corporate culture.

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

Skills & Tags
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Aplyr's read

Calyxo is a specialized firm focused on kidney stone treatment, attracting professionals in clinical, engineering, and scientific roles across the USA.
Synthesized from recent postings & public sources

What's promising

•Calyxo offers innovative kidney stone treatments, potentially revolutionizing patient care.
•The company is expanding, with diverse roles in clinical and engineering fields.
•Remote work options for clinical specialists provide flexibility and wider reach.

What to watch

•Highly specialized focus limits career opportunities outside kidney stone treatment.
•Rapid expansion may strain existing resources and management structures.
•Remote roles might face challenges in team cohesion and communication.

Why Calyxo (Kidney Stone Treatment)

•Calyxo specializes exclusively in kidney stone treatment, setting it apart from general medical device firms.
•The company combines scientific research with practical engineering solutions.
•Calyxo's remote clinical specialist roles enable nationwide patient support.

Aplyr’s read is generated by AI from public sources. Was it useful?