FP&A Financial Analyst

Overview

A financial analyst position is available within a finance, planning, and analysis (FP&A) team. The role focuses on supporting expense planning activities and offers the opportunity to lead expense planning for specific business groups. The analyst will collaborate with key stakeholders to provide financial insights and support business decisions through expense analysis, workforce planning, and operational reporting. Close coordination with Accounting, Talent Acquisition, and other cross-functional teams is required to ensure financial accuracy and enhance business performance.

Candidates located in the Pacific Time Zone (PST) are preferred due to the operational nature of the role, which includes executive collaboration and incident response.

Responsibilities

• Support expense planning and forecasting by building financial models, conducting variance analysis, and developing expertise to independently manage planning for specific business groups.
• Manage workforce and vendor spend analysis, including tracking headcount, contractor costs, and purchase request workflows; coordinate with cross-functional teams to align investments with business objectives.
• Drive monthly financial operations and reporting by gathering actuals, preparing accruals, maintaining planning systems (Adaptive Insights), and creating analytical tools to support strategic decision-making.
• Partner with stakeholders across the organization to deliver financial insights, assist in budget preparation, and build relationships to facilitate future leadership in expense planning.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related analytical discipline.
• 2 to 5 years of experience in financial analysis or a related field.
• Experience in the technology industry, preferably SaaS or subscription-based models, is a plus.
• Demonstrated use of generative AI tools (e.g., ChatGPT, Copilot, Claude, Gemini) to enhance productivity, decision-making, or problem-solving.
• Technical proficiency with Excel and PowerPoint; experience with Adaptive Insights, NetSuite, Salesforce, Power BI, and OpenAir is advantageous.
• Self-starter capable of working independently and managing tasks with minimal supervision.
• Strong communication skills, effective in working with senior leadership and cross-functional teams.
• Excellent time management skills with the ability to reprioritize quickly based on shifting business needs.
• High attention to detail and commitment to accuracy.

Compensation & Benefits

• Base salary range: $64,400 to $70,000, with flexibility based on experience, education, certifications, location, and skills.
• Eligibility for employee bonus programs or commission payments depending on role nature.
• Opportunity to participate in an employee stock purchase plan.
• Comprehensive benefits package including medical, dental, vision, health savings accounts, flexible spending accounts, commuter benefits, 401(k) matching, paid time off (PTO), volunteer time off (VTO), life insurance, pet insurance, employee assistance programs, mental health support, charitable giving, coaching, and career development opportunities.

Location

Preference for candidates located in the Pacific Time Zone (PST) to facilitate collaboration and operational responsibilities.