Overview
The Senior FP&A Analyst is responsible for leading the financial planning and analysis function, including forecasting, budgeting, and management reporting. This role acts as a key business partner to Finance, PMO, and operational leadership by providing actionable financial insights to support decision-making and drive company performance.
The position involves ownership of critical planning processes such as ongoing forecasting and the 2027 annual budget. Additionally, the role will lead the implementation and ongoing optimization of NetSuite Planning & Budgeting (NSPB), transitioning from current processes to a scalable, system-driven planning environment.
This role requires a proactive, systems-oriented individual capable of balancing hands-on execution with process design and cross-functional leadership in a fast-growing, project-based environment.
Responsibilities
- Own monthly, quarterly, and annual forecasting processes, including variance analysis, trend identification, and risk/opportunity assessment
- Drive the development and execution of the 2027 annual budgeting process, managing timelines, assumptions, consolidation, and executive-level reporting
- Partner with Finance, PMO, and operational leaders to improve accuracy, consistency, and transparency of financial projections
- Develop and maintain advanced financial models such as revenue forecasting, backlog analysis, and cost projections
- Prepare and deliver management reporting packages including budget vs. actual results, KPIs, and executive summaries
- Provide actionable insights and recommendations to support strategic decision-making and operational improvements
- Document, evaluate, and enhance budgeting and forecasting processes to support scalability and growth
- Lead the implementation of NetSuite Planning & Budgeting (NSPB) in Q1 2027, including system design, configuration, testing, and rollout
- Serve as the internal subject matter expert for NSPB, ensuring adoption, training, and continuous improvement post-implementation
- Collaborate with IT and NetSuite administrators to align financial systems, data structure, and reporting capabilities
- Support scenario modeling, sensitivity analysis, and ad hoc financial analysis for leadership and strategic initiatives
- Assist in building and maturing the FP&A function as the organization scales
Requirements
- Bachelor’s degree in Finance, Accounting, or related field
- 4–7 years of experience in Financial Planning & Analysis, corporate finance, or related field (3–5 years considered with strong, relevant experience)
- 2–3 years of direct experience with NetSuite Planning & Budgeting (NSPB) required
- Demonstrated experience owning or leading budgeting and forecasting cycles
- Experience with financial systems implementation, transformation, or process improvement strongly preferred
- Experience in a project-based, professional services, or high-growth environment preferred
Compensation & Benefits
- Competitive compensation
- Flexible work schedule with work-from-home options for numerous roles
- Weekly communication from management
- Annual holiday party
- Opportunities for growth and personal development
Location
Flexible work arrangements available; specific location details not provided.