Corporate Finance Analyst

Overview

A leading technology organization is seeking a Corporate Finance Analyst to join their Financial Planning & Analysis (FP&A) team. This role focuses on Long Range Planning (LRP) processes and partnering with business leaders to analyze financial performance and provide insights into key business drivers. The position reports to the Head of LRP Finance and works closely with the Manager of LRP Finance.

Responsibilities

• Manage the Quarterly LRP Roll-Forward process, including version control and documentation of key assumption changes impacting valuation and capital allocation.
• Collaborate with Investor Relations on peer benchmarking analysis to generate executive-level insights that inform financial strategy and long-range planning.
• Support Board reporting processes such as Annual Offsite and LRP/financial updates, ensuring consistency across deliverables and financial narratives.
• Provide version-over-version analysis to identify key insights and trends that assist leadership in business management.
• Create, maintain, and customize input templates used by partner teams to capture narratives and highlight trends.
• Oversee Long-Range Capital Allocation, maintaining forecasts beyond the current fiscal year and providing ad hoc support for capital allocation decisions.
• Manage the bi-annual LRP Tax workbook process to align outer-year assumptions with LRP methodology and financial trajectory.
• Drive modernization of financial processes by integrating AI tools to reduce manual work and accelerate analysis and decision-making.

Requirements

• Minimum 4 years of financial or analytical experience, preferably in technology or Big 4 accounting firms.
• Experience with SaaS business models, planning and budgeting processes, financial forecasting, and P&L management is preferred.
• Strong analytical and critical thinking skills, with the ability to partner effectively across functions and communicate clearly.
• Proficient in financial modeling using Excel or Google Sheets.
• Experience with financial planning tools such as Anaplan, Adaptive, Oracle, or SAP is a plus.
• Solid understanding of GAAP accounting principles and financial statements.
• Ability to derive insights from business metrics and craft compelling narratives to influence decision-making.
• Bachelor's degree in a quantitative field such as Finance, Accounting, or Economics; MBA and/or CFA designation is advantageous.
• Comfortable using AI tools to enhance analysis, draft narratives, and improve efficiency throughout planning cycles.

Preferred Qualifications

• Prior experience working closely with senior finance leaders including FP&A, Treasury, Accounting, and Investor Relations.
• Demonstrated ability to manage complex financial processes and deliver high-quality reporting to executive stakeholders.

Compensation & Benefits

• Competitive base salary ranges based on geographic location within the United States:
  • Zone A: $116,100 - $151,575
  • Zone B: $104,490 - $136,418
  • Zone C: $96,363 - $125,807
• Eligibility for benefits, bonuses, commissions, and equity awards.
• Comprehensive perks including flexible work arrangements, paid volunteer days, learning and development allowances, and generous time off.

Location

• The organization supports flexible work locations including office, remote, or hybrid arrangements.
• Hiring is open to candidates in any country where the organization has a legal entity.

Additional Information

• The role involves close collaboration with senior leaders across the company and is highly visible within the organization.
• The team values transparency, open-mindedness, and decision-making at all levels.
• Commitment to diversity, equity, and inclusion is integral, with accommodations available throughout the recruitment process.
• Employment is subject to identity verification in accordance with local laws.