Senior Financial Analyst, FP&A

Overview

This role reports to the VP of Financial Planning & Analysis and is fully remote within the United States (eligible states include AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI). It is a full-time, exempt salaried position.

The Senior Financial Analyst is a senior individual contributor position on the corporate FP&A team. The role is responsible for key components of consolidated forecasting, board reporting, and variance analysis across the enterprise. This position plays a critical role in monthly reporting, quarterly forecasts, and the annual budgeting process.

Responsibilities

• Own and maintain consolidated forecasts with quarterly refreshes (3+9, 6+6, 9+3 formats)
• Support and drive the annual budgeting process, including gathering business unit inputs, consolidation, and preparing executive review materials
• Maintain forecast assumptions, scenario logic, and version control throughout planning cycles
• Build and maintain monthly board reporting packages covering P&L performance, variance commentary, and KPI reporting
• Collaborate with the VP of FP&A to develop executive-level narratives on financial performance and trends
• Prepare materials for board meetings, audit committee meetings, and lender/investor reporting
• Support monthly reporting processes comparing actuals to budget, forecast, and prior year results
• Analyze revenue, gross margin, and operating expense performance, identifying root causes of variances and communicating drivers and implications
• Support long-range planning and strategic initiatives through scenario modeling
• Develop flexible financial models to evaluate business initiatives such as channel expansion, customer concentration, and capital structure changes
• Partner with business unit leaders and shared services teams to connect operating metrics (e.g., lead volume, RPO, channel mix) to financial outcomes
• Identify opportunities to improve FP&A processes, reporting, and data workflows
• Support automation efforts for recurring deliverables to improve reporting efficiency
• Conduct ad hoc deep-dive analyses for executive leadership to support decision-making

Requirements

Experience

• 3 to 7 years of progressive finance experience, including at least 3 years in FP&A
• Experience supporting consolidated forecasting and board-level reporting at companies with $100M+ revenue
• Background in investment banking, transaction advisory, or consulting is a plus when combined with FP&A experience

Technical & Analytical Skills

• Advanced Excel modeling skills, including driver-based forecasting and scenario modeling
• Experience working with large datasets and business intelligence tools such as Power BI, Tableau, or Looker
• Experience with EPM/CPM platforms (e.g., NetSuite, Adaptive, Pigment, Anaplan, Vena, or similar)

Professional Skills

• Strong written and verbal communication skills with the ability to clearly present financial insights
• Ability to operate effectively in ambiguous environments and make well-supported assumptions
• Strong analytical mindset with attention to detail and accuracy

Preferred Qualifications

• Experience in performance marketing, lead generation, marketplaces, insurance, or transaction-based business models
• Exposure to board reporting or lender/investor reporting processes
• Familiarity with revenue recognition for services or marketplace businesses
• Experience supporting M&A diligence, integration, or strategic initiatives
• Experience working in private equity-backed or PE-influenced environments
• Intellectual curiosity and willingness to challenge assumptions
• Ability to identify patterns and recurring trends in financial performance
• Strong storytelling skills to translate complex financial data into clear, actionable insights

Compensation & Benefits

• Anticipated annual base salary range: $145,000 – $165,000
• Actual compensation may vary based on experience, education, and skill level

Location

• Remote within the United States (eligible states: AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI)