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Director, Financial Planning & Analysis

Surge AI· Corporate Finance & Accounting
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full-timePosted 10mo ago

About the role

Director-level FP&A role responsible for establishing and leading Surge's Financial Planning & Analysis function, building from the ground up, and driving insights to inform strategic decisions.

Responsibilities

  • Build and manage the company's annual planning, quarterly forecasting, and long-range planning processes
  • Develop financial models that support decision-making across the organization
  • Own the monthly financial review process, providing variance analysis and insights to leadership
  • Partner with department heads to understand their business, develop budgets, and track performance
  • Translate financial data into actionable insights that drive better business decisions
  • Build scalable financial planning processes and tools as we grow
  • Improve our reporting capabilities and financial systems
  • Identify opportunities to make the business more efficient through better financial operations
  • Prepare materials for board meetings, including financial performance updates and scenario planning
  • Develop executive-ready presentations that clearly communicate business performance and opportunities
  • Support quarterly business reviews and strategic planning sessions

Qualifications

  • 10-12 years of finance experience, with at least 5 years in FP&A or strategic finance roles
  • Self-sufficient and resourceful - you figure things out without needing hand-holding
  • Clear communicator who can explain complex financial concepts to non-finance audiences
  • Strong financial modeling and analytical skills - you can build complex models from scratch
  • Excellent business judgment - you understand what drives business performance beyond the numbers
Last updated Sep 30, 2026. Interested? Apply on the company site.

About Surge AI

Human Intelligence for AGI

Our mission is to raise AGI with the richness of human intelligence — curious, witty, imaginative, and full of unexpected brilliance.

AGIArtificial Intelligenceliquid-ai-recruiting-target
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