Overview
A growing organization is seeking a highly analytical and business-oriented Senior Financial Analyst to support its Financial Planning & Analysis (FP&A) team. This role focuses on operating expense planning, budgeting, forecasting, financial reporting, and cross-functional business partnerships. The position reports to the Vice President of Finance & Quantitative Operations.
Responsibilities
FP&A & Operating Expense Management
- Support budgeting, forecasting, and monthly close processes
- Partner with department leaders on operating expense planning and variance analysis
- Maintain departmental budgets, headcount tracking, and spend forecasts
- Analyze actual performance versus budget and provide actionable insights
- Assist with preparation of monthly financial reporting packages and executive materials
- Support annual operating plan and long-range planning processes
Financial Modeling & Analysis
- Build and maintain financial models to support business planning and strategic decision-making
- Perform ad hoc analyses related to cost management, investment prioritization, organizational planning, and operational efficiency
- Help improve forecast accuracy and reporting consistency
- Support cash flow and expense forecasting initiatives
Cross-Functional Partnership
- Serve as a finance partner to functional leaders across the business
- Help stakeholders understand financial performance drivers and budget implications
- Support operational accountability through consistent reporting and analysis
- Collaborate with Accounting, Revenue Operations, Business Intelligence, and People teams as needed
Process Improvement & Reporting
- Identify opportunities to improve financial processes, reporting automation, and data quality
- Assist with dashboard development and KPI reporting initiatives
- Help standardize reporting definitions and financial processes across teams
Growth & Strategic Exposure
- Gain exposure to SaaS operating metrics, revenue forecasting, and strategic finance initiatives over time
- Support special projects and executive analyses as business needs evolve
Qualifications
- 2–5+ years of experience in FP&A, corporate finance, accounting, consulting, or other analytical business roles
- Strong Excel / Google Sheets and financial modeling skills
- Experience supporting budgeting and forecasting processes
- Strong analytical and problem-solving abilities
- Ability to communicate financial concepts clearly to non-financial stakeholders
- Highly organized with strong attention to detail
- Comfortable working in a fast-paced, evolving environment
- Experience with SaaS businesses, ERP systems, and BI tools (experience with Salesforce and HiBob is a plus)
Compensation & Benefits
- Base salary range: $100,000 - $110,000, dependent on credentials, relevant experience, and primary job location
- Eligibility for stock options
- 401(k) plan
- Paid vacation and sick time
- Health benefits
Location & Work Authorization
- Must be authorized to work in the United States without restriction