Senior Financial Analyst, FP&A

Overview

A growing software and electronic payments company is seeking a Senior Financial Analyst to join their Finance team. This role involves owning key parts of the company’s planning and reporting processes, partnering closely with business leaders, and helping communicate the financial story behind the business. It is suited for someone who enjoys both detailed analysis and big-picture thinking, with visibility into leadership-level decisions.

Responsibilities

• Build, maintain, and improve financial models supporting forecasting, budgeting, and decision-making
• Lead the annual budget process by collaborating with stakeholders, analyzing historical trends, and developing revenue and expense projections
• Prepare financial analyses, reports, and summaries for leadership and board discussions
• Conduct functional P&L analysis, including cost of goods sold and gross margin
• Review work products of Financial Analysts for quality, consistency, and clarity
• Partner with the Manager of FP&A on profitability, pricing, and other ad hoc strategic analyses
• Help improve FP&A systems, reporting, and recurring processes as the team scales, including leveraging AI tools

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field
• 5+ years of experience in FP&A, corporate finance, or strategic finance
• Strong experience with forecasting, budgeting, financial analysis, and executive reporting
• Advanced skills in Excel and Google Sheets, including building and maintaining dynamic financial models
• Experience with financial planning systems such as Workday Adaptive Insights or similar tools
• Strong communication skills with the ability to translate analysis into actionable insights for non-finance stakeholders
• Excellent organization, attention to detail, and ability to manage recurring deadlines while maintaining a big-picture perspective
• Proactive, ownership-oriented mindset with a track record of process improvement

Compensation & Benefits

• Expected salary range: $90,000 – $120,000 per year
• Minimal travel required (1-2 weeks per year for on-site meetings)

Location

Not specified

Additional Information

The hiring process may involve the use of artificial intelligence tools to assist with application review and assessment, but final hiring decisions are made by humans. Candidates should be aware of recruitment fraud and only engage with official communications from the organization.