Financial Planning Jobs in Santa Clara, CA

Job duties: Serve as a trusted financial advisor to the CFO and senior leadership, helping them make decisions that drive revenue growth, improve pricing and profit margins, and control costs. Work closely with teams across the company including Sales, IT, HR, Legal, Corporate Development, and Finance to ensure financial plans support overall business goals. Help lead to positive changes by improving processes and how the organization operates. Sales & Pricing Performance: Partner with sales leadership to use data to forecast revenue, set sales targets, and plan territories more effectively. Help design and improve pricing strategies to increase profitability. Lead pricing improvement efforts and create clear metrics and processes to track success. Oversee budgeting and financial performance for all support functions such as HR, IT, Legal, and Finance. Identify opportunities to improve efficiency, manage costs, and strengthen financial accountability across these teams. Support mergers and acquisitions by evaluating financials, building valuation models, and helping plan integration after a deal closes. Assist leadership in reviewing the company’s portfolio of businesses to determine where to invest more, scale back, or shift resources. Track post-acquisition performance against expectations and improve processes related to deal analysis and integration. Build, coach, and lead a strong FP&A team with solid business understanding and analytical skills. Improve forecasting, reporting, and decision-making by automating processes and enhancing financial systems. Develop and implement AI-based tools to strengthen financial analysis and reporting.

Requirements: Master’s degree in Finance, Accounting or Economics & Electrical, Software Engineering, or related.

10 years of experience in Finance, Accounting or Economics & Electrical, Software Engineering, or related. Requires skills and experience to involve:

• 5 years of experience in a Senior FP&A leadership role, with direct responsibility for advising the CEO, CFO, and/or SVP-level executives on complex financial and strategic matters.
• Technical proficiency in software engineering and coding, required to support advanced financial analytics, automation, and AI-driven solutions.
• Proven track record of financial leadership in mergers and acquisitions and corporate strategy initiatives, including deal evaluation, financial modeling, integration planning, execution,
• and post-deal synergy realization.
• Demonstrated experience driving strategic portfolio analytics, integrating both financial performance and long-term business strategy to inform investment and divestment decisions.
• Strong track record of operating as an effective Chief of Staff–level partner to senior executives, supporting enterprise-wide planning, prioritization, and execution.
• Proven experience developing, implementing, and training cross-functional organizations on purchasing policies and processes, driving consistency, compliance, and cost efficiency.
• Demonstrated ability to support product-level business case development and ROI analysis, informing investment and pricing decisions.
• Advanced experience creating and maintaining cash flow models and forecasts to support liquidity planning and executive decision-making.
• Proficient at driving cross-functional Sales and Operations Planning (S&OP) processes, ensuring alignment across commercial, operational, and financial teams.
• Strong working knowledge of Tableau, SQL, Embedded C, M-Scripts, Simulink 6.5, MATLAB 7.3, Salesforce, and advanced Excel (macros and SQL-based analytics).
• Advanced proficiency in Hyperion, Essbase, and Oracle, Salesforce.

To apply: Email resumes to TalentAcquisition@coherent.com

Coherent is a global leader in lasers, engineered materials and networking components. We are a vertically integrated manufacturing company that develops innovative products for diversified applications in the industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets. Coherent provides a comprehensive career development platform within an environment that challenges employees to perform at their best, while rewarding excellence and hard-work through a competitive compensation program. It's an exciting opportunity to work for a company that offers stability, longevity and growth. Come Join Us!

Note to recruiters and employment agencies: We will not pay for unsolicited resumes from recruiters and employment agencies unless we have a signed agreement and have required assistance, in writing, for a specific opening.