Senior Financial Analyst (Consolidation)

Overview

Reporting to the Senior Director, Corporate FP&A & Enterprise Functions, this Senior Financial Analyst role owns the consolidated financial model and the company-wide financial metrics framework. Responsibilities include combining revenue and functional plans from Finance Business Partner (FBP) teams into a unified outlook for revenue, gross margin, operating expenses, EBITDA, and other key results. The role validates cross-functional assumptions and dependencies and translates consolidated results into actionable insights for company stakeholders.

Responsibilities

• Own and continuously improve the consolidated financial model, integrating validated assumptions and outputs for revenue, gross margin, labor, operating expenses, EBITDA, and other material measures across forecasts, budgets, and long-range plans.
• Partner with FBP teams to understand and consolidate forecasts and models for revenue, Professional Services, CVO, Product, R&D, G&A, labor, and other operations.
• Maintain clear links and reconciliations among functional models, the consolidated P&L, actual results, and executive reporting; partner with Accounting to resolve material variances.
• Review functional plans for consistency and identify dependencies, gaps, duplicate or conflicting assumptions, risks, opportunities, and potential management actions.
• Develop company-wide scenarios and sensitivity analyses showing how changes in functional drivers affect consolidated P&L results and support recommendations.
• Own the company-wide financial metrics framework, including standard definitions, calculation methods, governance, documentation, and reporting consistency in partnership with functional metric owners.
• Support monthly and executive reporting with consolidated analysis, KPI reporting, validated model outputs, company-wide scenarios, and key risks and opportunities.
• Analyze company-wide variances and collaborate with FBPs to connect functional drivers to consolidated financial impacts.
• Serve as Finance Business Partner for designated G&A functions, supporting budgets, forecasts, monthly budget-to-actual analysis, headcount and purchase requests, business cases, ad hoc decisions, and recommendations to functional leaders.
• Partner with systems teams and external consultants to document and implement approved consolidation logic, model integrations, and metric calculations in the planning environment.
• Maintain model documentation, assumption tracking, data-validation controls, and governance standards; identify opportunities to automate recurring consolidations, reconciliations, scenario analyses, and KPI reporting.
• Present financial findings, scenarios, implications, and recommendations to FP&A leaders and other stakeholders.
• Support Corporate FP&A’s executive deliverables and consolidated financial narrative by providing validated results, metrics, scenarios, and analysis.
• Complete other duties and projects as assigned.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related discipline.
• At least five years of relevant experience in FP&A, corporate finance, financial modeling, or a comparable analytical role.
• Proven experience building or maintaining consolidated P&L forecasts and financial models.
• Experience consolidating inputs across multiple functions, business units, or operating models.
• Experience supporting annual budgets, rolling forecasts, long-range plans, and scenario planning.
• Experience defining, calculating, or governing company-wide financial and operating metrics.
• Experience providing FP&A support to business functions or G&A leaders.
• Experience in SaaS or another subscription-based business is preferred.
• Experience in a private equity-backed organization is preferred.
• Familiarity with planning systems such as Adaptive and BI tools such as Power BI is preferred.
• Experience working with ERP, CRM, business intelligence, or other financial data sources is preferred.

Compensation & Benefits

• USD $100,000.00/Yr. (minimum)
• USD $120,000.00/Yr. (maximum)