Senior FP&A Analyst

Overview

A Senior FP&A Analyst role is available to lead financial planning and analysis efforts that support strategic decision-making and business growth. This position involves collaborating closely with Finance and cross-functional teams to provide financial insights through budgeting, forecasting, variance analysis, operating expense management, revenue forecasting, sales compensation administration, and executive reporting. The role requires an analytical mindset and strong business acumen to optimize financial performance and enable data-driven decisions.

Responsibilities

• Lead the annual budgeting process and support recurring forecast cycles to ensure accurate financial planning.
• Develop and maintain financial forecasts including revenue, gross profit, operating expenses, and headcount.
• Analyze monthly budget-to-actual and forecast-to-actual performance, identifying variances, trends, risks, and opportunities.
• Partner with cross-functional stakeholders to review operating expenses and optimize costs.
• Prepare and deliver monthly, quarterly, and ad hoc financial reports for senior leadership and executive management.
• Collaborate with department leaders to develop budgets and evaluate financial performance.
• Build, maintain, and enhance financial models to support strategic planning and scenario analysis.
• Administer sales compensation processes by tracking sales performance, validating commission attainment, and calculating payouts.
• Work closely with Sales, Payroll, and Human Resources to ensure accurate and timely commission program execution.
• Identify opportunities to improve financial planning, forecasting, reporting, and sales compensation through automation and process optimization.
• Support strategic initiatives, financial analyses, and special projects contributing to growth and operational excellence.
• Occasional travel (approximately 5%) may be required for customer visits or internal meetings.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of experience in Financial Planning & Analysis (FP&A), corporate finance, or financial analysis.
• Demonstrated practical experience using AI to improve workflows, automate tasks, or enhance decision-making.
• Strong expertise in budgeting, forecasting, financial modeling, and variance analysis.
• Experience supporting sales compensation programs and commission calculations is preferred.
• Advanced proficiency in Microsoft Excel, including financial modeling, PivotTables, Power Query, and scenario analysis.
• Experience with ERP systems, financial planning tools, and business intelligence platforms such as Power BI is preferred.
• Excellent analytical, problem-solving, and organizational skills with strong attention to detail.
• Strong communication and interpersonal skills to build trusted relationships and collaborate across all organizational levels.
• Proactive and collaborative mindset with a passion for continuous improvement and data-driven decision-making.

Preferred Qualifications

• Excellent business partnering skills.
• Proactive attitude and curiosity to learn.
• Agility and adaptability.
• Detail-oriented and comfortable working with ambiguity.
• Well-organized and able to meet tight deadlines.

Organizational Alignment

• This role reports to the VP of Finance.
• Close partnership with the sales team, local Controller, and other FP&A team members.

Compensation & Benefits

• Target compensation range: $115,000 - $120,000 USD (base salary plus bonus). Actual offers may vary based on qualifications, experience, education, and work location.
• Generous pay with quarterly or bi-annual bonus structure.
• Independent work environment with decision-making empowerment.
• Comprehensive benefits package including:
  • Medical, dental, and vision coverage with strong employer contributions.
  • Additional voluntary coverage options such as pet insurance, identity theft protection, accident, and critical illness.
  • 401(k) program with employer matching of 50% up to the first 10% of employee contributions.
  • Wellness plan with premium credits and employer contributions toward savings plans.
  • Employee Assistance Program (EAP), concierge services, and prepaid legal services at no cost.
  • Generous paid time off including holidays, floating holidays, birthday off, volunteer day, and discretionary time off.
  • Employee stock purchase plan.
  • Learning and development opportunities including tuition reimbursement.
• For employees based in Nashville and Milwaukee offices: company-paid parking.
• Remote-friendly organization with options for part-time or full-time remote work.

Location

• Candidates residing in the state of Hawaii are not eligible for consideration.