Senior Financial Analyst, FP&A

Overview

This role supports the Financial Planning & Analysis (FP&A) team as a Senior Financial Analyst, reporting to the Senior Director of FP&A. Responsibilities include annual budgeting, monthly and quarterly re-forecasting, management reporting, and financial analysis. The position involves preparing executive-ready financial deliverables and periodically presenting analyses and results directly to senior leadership.

Location

US, Remote. Candidate must work and reside within the US.

Responsibilities

Budgeting and Forecasting

• Lead preparation of the company’s annual operating budget, monthly forecasts, quarterly re-forecasts, and related financial packages.
• Coordinate planning timelines, inputs, assumptions, and deliverables across finance and business partners to complete budgeting and forecasting cycles on schedule.
• Work closely with the Program Finance team to develop revenue and direct-cost budgets and forecasts.
• Prepare budgets and forecasts for indirect costs, research and development, and general and administrative expenses.
• Partner with department executives to develop employee and contractor labor, headcount, and other departmental budgets and forecasts.
• Maintain detailed supporting schedules, assumptions, and financial models underlying budgets and forecasts.
• Create scenario and sensitivity analyses to evaluate changes in revenue, hiring, labor mix, costs, and other key business assumptions.
• Evaluate forecast accuracy and identify opportunities to improve planning assumptions, methodologies, and processes.
• Support long-range financial planning, strategic modeling, and multi-year business outlooks used to evaluate growth initiatives, investments, and strategic priorities.

Financial Analysis and Management Reporting

• Prepare weekly, monthly, and quarterly financial and operational reports for senior management.
• Develop executive-ready reporting packages that clearly communicate financial performance, key business drivers, risks, opportunities, and changes in outlook.
• Develop and maintain financial and operational dashboards and key performance indicators used to assess company performance.
• Partner with business leaders to define, monitor, and improve key financial and operational performance metrics.
• Analyze actual results versus budget, forecast, and prior periods.
• Synthesize program and non-program variances, identify underlying business drivers, and prepare clear explanations for management.
• Prepare revenue, gross-margin, and EBITDA bridge analyses explaining changes from budgets, forecasts, and prior reporting periods.
• Present financial results and analyses directly to senior leadership, as appropriate.
• Support preparation of financial materials for the Board of Directors, private equity sponsor, lenders, and other key stakeholders.
• Identify emerging trends, financial risks, and potential opportunities, and communicate anticipated impact on company performance.
• Maintain a high standard of accuracy, consistency, and clarity across financial reports and presentations.

Revenue, Pipeline, and Program Analysis

• Review and report on the company’s revenue pipeline, including expected timing, probability, financial impact, and related risks and opportunities.
• Analyze bookings, backlog, contract value, and pipeline conversion to support revenue forecasting and risk assessment.
• Partner with Program Finance and other stakeholders to understand program performance and incorporate current program expectations into company forecasts.
• Review and interpret estimates at completion and estimates to complete, and assess their implications for revenue, direct costs, margins, and forecast performance.
• Support review of percentage-of-completion revenue recognition and related forecast assumptions.
• Reconcile program-level forecasts with consolidated company financial plans and identify inconsistencies or items requiring further review.
• Analyze profitability by program, customer, contract, or service line to identify performance drivers and improvement opportunities.

Corporate Accounting Partnership and Support

• Support cash forecasting; prepare monthly cash flow reports for company contracts and review significant cash flow variances, trends, and anticipated requirements.
• Communicate material cash flow developments, risks, and opportunities to the Senior Director of FP&A and other members of management.
• Partner with Accounting during the monthly close process to review preliminary financial results and identify potential corrections.
• Work with Accounting and other stakeholders to investigate and resolve data discrepancies, classification issues, and unexplained variances.

Process Improvement and Other Financial Support

• Identify and implement opportunities to improve, standardize, and automate forecasting, reporting, and analytical processes.
• Develop scalable models, templates, and reporting tools that improve the accuracy, consistency, and efficiency of FP&A deliverables.
• Support miscellaneous pricing, costing, and financial modeling exercises, as needed.
• Support effective use and continued development of Workday Financial Management, Adaptive Planning, and other financial reporting and analytical tools.
• Collaborate with Program Management, Human Resources, Business Development, and other operational managers to collect, evaluate, and validate financial and operating information.
• Support other FP&A initiatives and special projects as assigned by the Senior Director of FP&A.

Required Qualifications

• Bachelor’s degree in finance, accounting, business administration or 5-10 years or relevant experience
• Demonstrated experience preparing annual budgets, periodic forecasts, variance analyses, project profitability analysis, and management reporting packages
• Experience preparing and delivering financial reports and presentations for senior or executive management
• Proven financial modeling and problem-solving capabilities
• Advanced proficiency in Microsoft Excel and proven proficiency in PowerPoint
• Ability to examine large or complex data sets and translate results into clear business insights
• Proven written and verbal communication skills, including the ability to present financial information to senior executives
• Demonstrated ability to manage multiple priorities and meet recurring deadlines in a fast-paced environment
• Ability to work both autonomously and collaboratively across finance and operational functions

Preferred Qualifications

• Experience working in a private equity-backed company or other fast-paced, performance-driven environment
• Experience in professional services, technology services, or project-based businesses with contract- or project-level financial reporting
• Knowledge of labor utilization, headcount planning, revenue forecasting, bookings, backlog management, business development pipelines, and cash flow forecasting
• Experience using Workday Financial Management, Adaptive Planning, and business intelligence tools such as Power BI, Tableau, or similar platforms to develop financial reports, dashboards, and data visualizations
• Experience supporting executive leadership, board, lender, or investor reporting and decision-making
• Familiarity with generative AI, predictive analytics, and emerging technologies that enhance forecasting, financial analysis, reporting efficiency, and business insights

Compensation & Benefits

• Not specified in the provided job description.

Equal Opportunity Employer

• The organization is an Equal Opportunity Employer and provides consideration for employment without discrimination based on race, color, religion, sex, gender, gender identity/expression, sexual orientation, national origin, protected veteran status, or disability.