Junior FP&A Analyst

Overview

A financial services organization is seeking a Junior FP&A Analyst to join their Finance team. This role is ideal for someone with a solid foundation in finance or accounting who enjoys working with numbers and wants to build a career in financial planning and analysis (FP&A).

Responsibilities

• Support the monthly close process by preparing reports, tracking deliverables, and ensuring a smooth and timely close.
• Analyze the income statement, balance sheet, and statement of cash flows to understand business performance and identify key drivers.
• Prepare detailed variance analyses by comparing actual results against forecasts and prior periods, providing commentary.
• Collaborate closely with the Accounting team to understand business results and ensure financial information is complete and accurate.
• Partner with various teams to gather assumptions, understand upcoming initiatives, and incorporate them into budgets and forecasts.
• Improve recurring reports and identify opportunities to automate or simplify existing processes.
• Support semiannual budgeting processes and monthly rolling forecasts across the business.
• Maintain and enhance financial models used for planning and reporting.
• Analyze business trends and explain changes in financial performance.
• Prepare recurring analyses to support planning and decision-making.
• Assist in producing monthly, quarterly, and annual financial presentations for company leadership and external stakeholders.
• Conduct ad-hoc analyses to address new business questions and inform decision-making.
• Help improve finance processes, reporting, and workflows as the organization scales.

Requirements

• Bachelor's Degree (or equivalent) in Finance, Accounting, Economics, or a related field with a strong grasp of fundamental finance principles.
• 2-4 years of experience in FP&A, accounting, or a similar finance role.
• Strong understanding of accounting principles and financial statements.
• Experience in financial modeling, including working with a three-statement financial model, is preferred.
• Experience with enterprise accounting software (e.g., Netsuite) is preferred.
• Familiarity with Google Workspace (G Suite) is a plus.
• Database experience (e.g., SQL) is a plus.
• Comfortable working in a fast-paced environment and taking ownership of work.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent attention to detail and commitment to producing accurate, high-quality work.
• High integrity and discretion when handling confidential financial information.

Preferred Qualifications

• Enjoys understanding how numbers tell the story of a business.
• Likes investigating variances to understand changes.
• Takes satisfaction in producing accurate work and catching small details.
• Curious and asks questions when something is unclear.
• Moves with urgency, takes initiative, and is solution-oriented.
• Interested in improving spreadsheets, reports, and models rather than just maintaining them.
• Seeks to build a strong foundation in FP&A while learning from experienced teammates.
• Enjoys working collaboratively with direct and helpful colleagues.

Compensation & Benefits

• Estimated annual salary range: $94,000 - $109,000 USD plus equity and a discretionary bonus.
• Comprehensive benefits including medical, dental, and vision coverage.
• 401(k) plan with company match.
• Employee Stock Purchase Plan (ESPP).
• Generous time off and parental leave.
• Wellness reimbursements.
• Professional development opportunities.
• Employee investing discount.

Location

• Palo Alto, CA, USA
• Remote work option available

Applicants should be prepared to support the finance function in a dynamic environment focused on accurate financial reporting, forecasting, and budgeting processes.