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Director of Financial Planning and Analysis
US-CA - 94029
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For over 35 years, Quicken Inc., the leader in personal financial management, has been the trusted financial solution for millions of customers. Today, the companys mission is to help individuals and families lead healthy financial lives, and we are carrying out that mission with modernized products and technology, an experienced and energized employee base, and a 10-year growth strategy to expand the company to four times its current size.

We are looking for a Director of Financial Planning & Analysis to lead the planning, forecasting and analysis functions of the finance team. The Director of FP&A will have a highly visible role across the organization while leading a small team (one manager and one analyst). This is a new position in the G&A organization and will report to the Chief Financial Officer.


  • Manage, monitor and review the month-end accounting close process to ensure accurate accounting records are maintained
  • Manage, monitor and review all functions for cash, subscription billings and AR, purchase orders and AP, Inventory, fixed assets, revenue and deferred revenue, retail liabilities and debt with detailed account reconciliations performed monthly for key balance sheet items
  • Compile the consolidated business results, including a subsidiary in Bangalore, India. Interact regularly with the accounting manager in the Quicken India subsidiary
  • Prepare monthly management reports and lead a monthly finance metrics review with senior management
  • Serve as Administrator in NetSuite and other related accounting software (e.g, (link removed), FloQast, Divvy, ContractWorks)
  • Implement, document and maintain adequate and effective internal controls as the company grows and explores the possibility of going public.
  • Implement, document and maintain adequate and effective processes to improve the close and reporting cycles to ensure timely and accurate reporting to management, investors and lenders
  • Coordinate with auditors for the year-end financial statement review (Grant Thornton)
  • Coordinate the preparation of the annual tax return with a third-party preparer (Deloitte)
  • Communicate with co-workers in a professional manner consistent with our Corporate Values
  • Provide training, assistance and leadership to current and/or new staff accountants
  • Other duties as assigned


  • Bachelor's Degree in business or accounting and 10-plus years of relevant experience in a corporate accounting environment
  • Certified Public Accountant
  • Past experience at a publicly traded company preferred.
  • Must have proven experience directing, managing, and growing a team
  • Public accounting experience and/or audit experience highly recommended
  • Knowledge of GAAP required, and experience in consolidated financial reporting desired, including foreign currency
  • Good financial reporting technical skills with proficiency in Excel and PowerPoint
  • Past experience with NetSuite, (link removed) and Adaptive Insights preferred
  • Subscription-based consumer software experience preferred

Personal Attributes:

  • Hands-on mindset and leadership style.
  • Cultural fit at Quicken: Open, honest, collegial, up-beat and pragmatic
  • Scrappy, entrepreneurial, self-starter who can manage multiple projects simultaneously and drive them to completion effectively
  • High-impact personality; highly energetic and enthusiastic; unpretentious; hands-on operations style and approach
  • Ability to work effectively across all functional areas and at all levels of the organization

The ideal candidate for this position will encompass the attributes listed above and relish playing a leading role in a company with a great brand, an incredible team, and a bright future with significant upside opportunities.

Compensation will consist of the following elements:

  • A competitive cash compensation package (base and incentive) in line with an entrepreneurial growth company.
  • Meaningful equity participation.

Quicken is excited to be building a team of innovative and talented people that are dedicated to helping people improve their financial lives. We believe in giving our employees the benefits and perks to keep them happy and healthy. Whether its generous healthcare benefits, a 5% matching 401(k) Plan, a gym subsidy, or unlimited snacks, we believe happy employees are successful employees. (Benefits and perks may vary based on location.) Come join our Quicken team!

Quicken is proud to be an equal opportunity employer and considers qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition, or disability.


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