Overview
The Financial Analyst, FP&A Business Partnering role is a key position within the Corporate FP&A organization, supporting various business functions. This role involves partnering closely with business leaders and FP&A leadership to provide financial insights, support strategic planning, and enhance visibility into spending, investments, and headcount planning. The analyst will support core FP&A processes such as budgeting, forecasting, vendor spend management, variance analysis, and company-wide headcount tracking in collaboration with HR leadership.
Responsibilities
Business Partnership & Financial Support
- Collaborate with business functional leaders to deliver financial modeling, scenario analysis, and performance insights
- Manage budgeting and forecasting processes for supported functions, including headcount planning, operating expense analysis, and investment tracking
- Lead vendor spend management activities, including spend analysis, mitigation opportunities, approval workflows, and reporting
- Support resource allocation and ROI analyses for strategic initiatives and functional investments
- Provide clear and concise financial insights to improve decision-making and business performance
Broader FP&A Support
- Partner with HR and FP&A leadership to maintain accurate company-wide headcount reporting and forecasting
- Contribute to company-wide planning cycles, including annual budgeting, monthly forecasting, and risk & opportunity (R&O) analysis
- Develop and maintain driver-based financial models to support scenario planning and long-term analysis
- Assist in preparing reporting packages, leadership updates, and executive-level presentations
- Monitor actual results versus plan and ensure timely and accurate reporting across supported functions
Financial Systems & Process Improvement
- Build, enhance, and maintain financial models using Excel and enterprise planning tools such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS
- Utilize BI tools like Tableau or Power BI to create dashboards, automate reporting, and provide data visualization
- Identify opportunities to streamline forecasting and reporting processes
- Promote consistency and accuracy in financial data and performance metrics across FP&A
- Employ AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency and accuracy while adhering to AI governance and data privacy standards
Requirements
- 2-5 years of experience in FP&A, corporate finance, or financial analysis
- Strong financial modeling and analytical skills with advanced proficiency in Excel
- Experience in SaaS or software industries preferred but not required
- Familiarity with financial planning systems such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS is a plus
- Experience with BI or data visualization tools like Tableau or Power BI is a plus
- Skills in prompting AI systems and assessing output quality
- Ability to leverage AI to ideate, develop, and scale solutions for departmental needs
- Strong data interpretation skills, ability to identify trends, and communicate insights clearly
- Excellent attention to detail, problem-solving, and organizational skills
- Proactive, collaborative, and capable of managing multiple priorities in a fast-paced environment
Compensation & Benefits
- Base salary range across the US: $97,000 - $103,000
- Actual base pay will be determined by work location, skills, qualifications, experience, and relevant education/training
- The salary range reflects base pay only and does not include benefits
Location
- United States (remote or specific location not specified)
Note: Job requirements and responsibilities may change based on evolving business needs.