Senior Financial Analyst, FP&A

Overview

This role is for an experienced Senior Financial Analyst to join the Financial Planning & Analysis (FP&A) team. Reporting to the Senior Director of FP&A, you will support annual budgeting, monthly and quarterly re-forecasting, management reporting, and financial analysis.

This position requires strong financial modeling and analysis skills, high attention to detail, sound business judgment, and the ability to translate complex financial and operational information into clear, actionable insights.

Job Location

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

Responsibilities

Budgeting and Forecasting

• Lead preparation of the 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 support on-time completion of budgeting and forecasting cycles.
• Partner 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.
• Develop 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.
• Create executive-ready reporting packages that 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 expected impact on company performance.
• Maintain accuracy, consistency, and clarity across financial reports and presentations.

Revenue, Pipeline, and Program Analysis

• Examine and report on the 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 incorporate current program expectations into company forecasts.
• Review and interpret estimates at completion and estimates to complete and assess 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 areas 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 by preparing monthly cash flow reports for company contracts and reviewing 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 to improve accuracy, consistency, and efficiency of FP&A deliverables.
• Assist with 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 analyze 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 provided in the job description.

Equal Opportunity Employer

The employer is an Equal Opportunity Employer and is committed to providing consideration for employment without discrimination based on protected characteristics or disability status.