Senior Financial Analyst – Corporate FP&A

Overview

This role supports corporate FP&A and serves as the primary Finance business partner for IT and technology investment planning. Responsibilities include annual budgeting, monthly forecasting, long-range strategic planning, financial analysis, and business performance reporting—along with building scalable, automated financial models and reporting tools.

• Department: Finance
• Location: Remote
• Compensation: $100,000 - $110,000 / year

Responsibilities

Financial Planning & Forecasting

• Drive annual budgeting, monthly forecasting, and long-range planning activities across assigned departments while supporting company-wide financial planning processes.
• Develop detailed budgets and forecasts based on business drivers, operational plans, project timelines, resource requirements, vendor commitments, and other relevant assumptions.
• Partner with business leaders and budget owners to gather assumptions, challenge inputs, evaluate trade-offs, and ensure financial plans align with broader business objectives.
• Maintain strong understanding of departmental cost structures and key financial/operational drivers to improve forecast accuracy and provide meaningful financial guidance.
• Track performance against budgets and forecasts and proactively identify emerging risks, opportunities, trends, and changes in business assumptions.
• Support the continued evolution of forecasting methodologies, planning tools, and financial planning processes.

Finance Business Partnership

• Serve as a trusted Finance partner to assigned functional teams, including acting as the primary Finance business partner for IT departments.
• Develop understanding of supported departments’ operations, including strategic priorities, projects, resource needs, contracts, financial commitments, and key performance drivers.
• Lead regular financial discussions with business partners to review performance, forecasts, spending, risks, opportunities, and upcoming decisions.
• Help budget owners develop well-supported assumptions and establish accountability for financial plans and commitments.
• Constructively challenge business assumptions and provide financial perspectives to help leaders evaluate options and make informed decisions.
• Partner with Accounting to support appropriate understanding and treatment of invoices, expense timing, accruals, and cost classifications.
• Incorporate knowledge of project scope and timing, vendor contracts, resource requirements, billing structures, and spending commitments into financial plans and forecasts.

Financial Analysis & Reporting

• Analyze actual financial results against budget, forecast, and prior expectations; explain key drivers and variances.
• Identify the business implications behind financial results and translate analysis into actionable insights and recommendations.
• Proactively highlight financial risks and opportunities and support leadership in evaluating potential actions and trade-offs.
• Develop clear, accurate, repeatable financial reports for both Finance and non-Finance audiences.
• Tailor reporting, comparisons, level of detail, and visualization to the audience and purpose.
• Maintain strong reporting controls, including links to source data, validation checks, consistent formatting, and clear explanations of key findings.
• Prepare concise, visually compelling, insight-driven presentations for leadership meetings, financial reviews, and planning discussions.
• Synthesize complex financial and operational data into executive-ready materials that communicate performance, implications, and recommended actions.

Financial Modeling, Automation & Process Improvement

• Build dynamic, driver-based financial models to forecast performance across the Income Statement, Balance Sheet, and Cash Flow Statement.
• Develop models from the ground up with clear structures, intuitive inputs, documented calculations, appropriate validation controls, and automated updates.
• Maintain and continuously improve forecasting models, tools, and methodologies to increase accuracy, transparency, scalability, and efficiency.
• Identify opportunities to automate recurring financial analysis, reporting, forecasting, and planning activities.
• Leverage Excel, AI, Aleph, and other available tools to streamline workflows and improve Finance productivity.
• Develop solutions that make financial information easier for Finance and business partners to understand, maintain, and use.
• Improve cross-functional integration of financial information and planning processes.
• Contribute to initiatives that strengthen and scale corporate financial planning capabilities as the organization grows.

Investment Analysis & Business Cases

• Lead financial development and evaluation of business cases for IT and other strategic investments.
• Develop financial analyses including Net Present Value (NPV) and other appropriate investment evaluation methodologies.
• Evaluate both quantifiable financial returns and benefits that may be more difficult to directly quantify.
• Partner with project owners to develop and validate assumptions, costs, timing, benefits, and expected outcomes.
• Distinguish between true spending reductions, avoided future costs, operational efficiencies, and other financial or strategic benefits.
• Prepare supporting financial models, analyses, and executive presentations that clearly communicate assumptions, considerations, risks, and recommendations.
• Provide objective financial perspectives to help leaders evaluate investments and allocate resources effectively.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field required.
• Minimum of 3 years of relevant finance or analytical experience, including direct FP&A experience.
• Demonstrated experience owning or directly supporting budgets, forecasts, variance analysis, and Finance business partner relationships.
• Experience developing financial models and translating financial analysis into actionable business insights.

Technical Knowledge

• Advanced Excel proficiency required, including the ability to build sophisticated financial models from scratch.
• Advanced knowledge of Excel formulas and tools used to combine, prepare, analyze, and validate financial data.
• Ability to independently test financial calculations, assumptions, formulas, and outputs for accuracy.
• Proficiency with ChatGPT and Claude and experience using AI integrations or plug-ins within Excel, Word, and PowerPoint.
• Ability to develop effective prompts and appropriately use AI to improve efficiency while independently validating AI-generated calculations, assumptions, formulas, and outputs.
• Strong proficiency with Microsoft PowerPoint and Word, including the ability to efficiently create polished, executive-ready presentations and documents.
• Strong understanding of budgeting, forecasting, variance analysis, financial statements, financial modeling, and corporate performance drivers.
• Ability to develop scalable financial models and reporting tools with clear layouts, documented logic, intuitive inputs, and automated processes.

Preferred Qualifications

• MBA, CPA, CFA, or other relevant professional certification preferred.
• Background in Big Four advisory or transaction services, management consulting, investment banking, or a comparable analytical environment strongly preferred.
• Experience within direct-to-consumer, consumer products, or similar businesses is a plus.
• Experience supporting IT departments, technology investments, or technology projects is a plus.
• Experience using data visualization tools such as Power BI is a plus.
• Experience with Microsoft Navision or Business Central is a plus.
• Experience with Aleph or similar FP&A platforms is a plus.

Compensation & Benefits

• Competitive compensation: $100,000 - $110,000 / year
• 100% company-paid medical, dental, and vision insurance coverage for employees
• Company-paid short- and long-term disability insurance
• Company-paid life insurance
• 401k plan with employer matching contributions up to 4%
• Gym membership reimbursement
• Monthly allowance of supplements
• Paid time off, volunteer time off and holiday leave
• Training, professional development, and career growth opportunities

Location

• Remote