Overview
This role is for a Senior Financial Analyst I to support Financial Planning and Analysis.
Responsibilities
- Lead cross-functional data integration efforts by overseeing preparation and alignment of datasets across regions and functions to support strategic reporting needs.
- Analyze trends and validate insights through advanced validation and analysis to uncover trends, anomalies, and actionable insights for operational decisions.
- Partner with Data Governance teams to refine methodologies and support compliance with global reporting standards.
- Design and implement automated workflows to improve efficiency, scalability, and preparation speed.
- Prepare detailed datasets and contribute insights for FBP-driven decision-making processes.
- Lead regional reporting efforts by overseeing detailed financial reports tailored to FBPs, Operational Presidents, and Sales Directors, including profitability trends, variance analyses, and resource allocation metrics.
- Collaborate on reporting governance with Data Governance teams and FBPs to refine reporting standards for global consistency and compliance with FDM protocols.
- Lead reporting automation initiatives by integrating advanced automation tools to reduce preparation times and increase accuracy.
- Provide actionable insights by translating analysis of complex datasets into clear recommendations for FBPs and operational leaders.
- Mentor junior analysts (FA I and FA II) by guiding best practices for report generation, data validation, and trend analysis.
- Collaborate with FBPs and regional leaders to refine and consolidate quarterly forecasts, ensuring inputs reflect current business conditions.
- Perform detailed variance analyses by analyzing quarterly forecast variances and trends, identifying root causes, and presenting insights for decision-making.
- Coordinate across regions and functions (including Accounting, FP&A, and regional leaders) to align forecast inputs with corporate priorities and governance standards.
- Partner with Financial Analysis teams to test and refine forecasting platforms, improving scalability, efficiency, and usability.
- Support global forecast integration by consolidating regional forecasts into enterprise-wide rolling forecasts.
- Lead tactical model development by designing and delivering advanced models for mid-level leaders (e.g., Regional Sales Directors, District Directors) and FBPs for objectives such as resource optimization, pricing adjustments, and variance analysis.
- Enhance modeling processes by refining templates, integrating automation features, and ensuring scalability across use cases.
- Translate model outputs into actionable recommendations for mid-level sales leaders and FBPs, providing clear analyses and visualizations for business reviews and planning sessions.
- Serve as a primary contact for Sales Operations and Regional Finance teams, ensuring alignment between tactical models and organizational needs, and facilitating feedback loops to improve model accuracy.
- Lead process optimization initiatives by identifying workflow inefficiencies and recommending scalable solutions to enhance accuracy and timeliness across geographies.
- Champion automation projects by partnering with IT and FD&A to test and implement automation solutions; act as a liaison between finance and technical experts.
- Drive knowledge sharing by developing and standardizing best practices for process improvements.
- Ensure process improvement initiatives align with global financial reporting requirements for consistency and compliance across departments.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field.
- 5+ years of experience in Corporate FP&A, finance, or accounting functions; public company experience strongly preferred.
- Proven ability to support regional and cross-regional budgeting and reporting processes.
- Advanced financial and automation skills, including proficiency in ERP systems and advanced Excel (e.g., data modeling, scenario analysis).
- Data visualization tools experience, such as Tableau and DOMO.
- Governance and data alignment experience working with Data Governance teams to ensure compliance with global reporting standards; familiarity with FDM standards and processes.
- Strategic reporting experience synthesizing intercompany and intersegment data for global reporting and analysis.
- Process improvement leadership experience identifying and leading small-scale improvements to enhance reporting efficiency and accuracy.
- Tactical modeling basics, including supporting mid-level scenario modeling and preparing data inputs for FBPs and senior analysts.
Preferred Qualifications
- Public company experience strongly preferred.
Compensation & Benefits
- Typical hourly pay rate: $36.06 - $53.85 (negotiable depending upon experience and location).
- Benefits available to contract/temporary professionals, including medical, vision, and dental, and life and disability insurance.
- Hired contract/temporary professionals are eligible to enroll in a 401(k) plan.
Location
Not specified.
For positions located in San Francisco, CA: qualified applicants with criminal histories will be considered in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: qualified applicants with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Additional Information
- Employment offers are contingent upon successful completion of a background check.
- Equal Opportunity Employer (M/F/Disability/Veteran).
- Reasonable accommodation may be requested for application or search; location(s) (city, state) to which you would like to apply should be included.
- Our recruiters use their expertise and may utilize AI to help with candidate evaluation.