Overview
A consulting firm specializing in delivering innovative, data-driven solutions to optimize financial performance and operational excellence is seeking a Senior Financial Analyst with expertise in Financial Planning & Analysis (FP&A). This role supports General & Administrative (G&A) functions—including Finance, Legal, HR, and executive leadership—as well as Marketing. The position involves partnering with senior leadership to provide financial insights, develop investment models, and translate complex business initiatives into clear financial outcomes.
Responsibilities
- Act as a strategic business partner to G&A and Marketing leaders, providing financial rigor and business-oriented perspectives.
- Develop and maintain decision-grade financial models, including scenario and sensitivity analyses for new initiatives, vendor selections, and capability builds.
- Model marketing pipeline, product-led growth (PLG) investment cases, personnel costs, and build-versus-buy analyses.
- Support Marketing leaders in linking spend to outcomes such as pipeline growth, bookings, and brand impact across multiple channels (paid, owned, earned, PLG, events, partners).
- Assist G&A leaders with process improvements, automation initiatives, and organizational design decisions to enhance efficiency and scalability.
- Own planning, forecasting, and closing processes, ensuring accuracy and consistency across annual plans, quarterly forecasts, and monthly variance analyses.
- Translate complex analyses into clear, actionable recommendations for VP- and C-level audiences.
- Collaborate with Accounting, HR Business Partners, Procurement, and other FP&A teams to facilitate strategic decision-making.
- Leverage AI, Business Intelligence, and FP&A platforms to improve analysis quality and speed, moving toward real-time decision support.
- Participate in cross-functional projects and contribute to continuous process enhancements.
Requirements
- Over five years of progressive FP&A experience with a strong ability to develop decision-grade financial models from scratch.
- Bachelor’s degree in finance, accounting, economics, or a related field preferred.
- Exceptional verbal and written communication skills, with the ability to influence and facilitate discussions with senior leaders.
- Robust analytical mindset with proficiency in planning, forecasting, monthly close, variance analysis, and reporting.
- Comfortable operating in ambiguous situations, scoping undefined problems, and driving actionable recommendations with limited guidance.
- Experience supporting G&A and/or Marketing functions is highly desirable.
- Familiarity with SaaS marketing metrics such as pipeline, Customer Acquisition Cost (CAC), Lifetime Value (LTV), and marketing-sourced bookings is a plus.
- Exposure to personnel and organizational cost modeling is advantageous.
- Willingness to travel to the Bellevue, WA office as needed.
- Service-focused attitude, curiosity, and passion for leveraging data to solve complex business problems.
Preferred Skills and Experience
- Financial Analysis
- Financial Modeling
- Forecasting
- Data Analysis
- Business Intelligence
- Budgeting
Compensation & Benefits
- Health and medical coverage
- 401(k) retirement plan
- Employee Assistance Program
- Paid sick time in accordance with state regulations
- Opportunities for career development through training and mentorship programs
- Supportive work-life balance initiatives
Location
- Bellevue, Washington (travel to office as needed)