Senior Associate, Financial Planning & Analysis

Overview

This role supports the organization’s budgeting, forecasting, and financial reporting processes as part of the Financial Planning & Analysis (FP&A) team. The Senior Associate will play a key role in the rollout of a new FP&A software platform, partnering across finance and other business teams to improve planning accuracy, reporting consistency, and recurring process efficiency.

Responsibilities

• Prepare monthly budget-to-actuals analysis, identifying and explaining key variances to business partners and leadership.
• Support commercial forecasting efforts by analyzing sales trends, pipeline data, and market drivers in partnership with the commercial team.
• Assist in the development of the annual operating budget by coordinating timelines, templates, and inputs across departments.
• Support quarterly forecast preparation, including data consolidation, trend analysis, and variance commentary.
• Help lead implementation of the organization’s new FP&A software platform, including data migration, process design, testing, and user training.
• Build and maintain financial models and reporting templates to improve accuracy and efficiency of the planning cycle.
• Partner with accounting, commercial, and operations teams to ensure consistent, reliable financial data.
• Identify opportunities to streamline and automate recurring FP&A processes.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–5 years of experience in FP&A, corporate finance, or a related analytical role.
• Advanced Excel skills.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent communication skills, including the ability to translate financial data for non-finance stakeholders.
• Experience supporting system implementations or process improvement initiatives is a plus.
• Ability to manage multiple deadlines in a fast-paced environment.

Preferred Qualifications

• Experience with FP&A or EPM software (examples: Adaptive Insights, Anaplan, OneStream, Vena).

Language Skills

• Ability to read and interpret documents such as technical journals, safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively with employees and outside organizations.

Compensation & Benefits

Not specified.

Location

Remote. Reports to: Director, FP&A.