Senior FP&A Analyst

Overview

A private equity-backed commercial access and security integration platform is seeking a Senior FP&A Analyst to join their team. This role supports financial planning, forecasting, and reporting for a rapidly scaling organization operating across multiple business units. The position reports to the Director of FP&A and is remote within the U.S., with a preference for candidates in the Eastern time zone.

Responsibilities

• Support preparation, consolidation, and analysis of annual budgets, monthly forecasts, and long-range plans.
• Analyze monthly actuals versus budget and forecast, identify key variances, and provide decision-ready commentary to senior stakeholders.
• Own and manage the 13-week cash flow forecast model, tracking DSO, DPO, and working capital drivers; present insights to senior leadership.
• Maintain and administer the OneStream platform, managing data inputs and building reports for monthly financial reporting and planning.
• Develop and maintain financial models and dashboards to provide real-time, actionable business insights.
• Ensure data integrity by applying rigorous checks and balances to all reporting and analytics before delivery.
• Prepare regular and ad hoc financial reports and presentations for executive leadership, private equity sponsors, and lenders.
• Champion adoption of AI tools and Microsoft Copilot to streamline financial workflows, automate reporting, and implement best practices.

Requirements

• Minimum 5 years of progressive experience in FP&A, corporate finance, or related analytical roles; prior accounting experience transitioning into FP&A is strongly preferred.
• Proficiency with OneStream, including managing data inputs, report building, and supporting cross-functional planning.
• Experience in a late-stage, private equity-backed company environment, supporting scaled operations and institutional investor reporting is a strong plus.
• Bachelor’s degree in Finance or Accounting required; CPA, CMA, or MBA is advantageous.
• Strong Excel and financial modeling skills; experience with Sage or Power BI is a plus.
• Proven ability to implement or support technology-driven process improvements, including AI-driven workflow automation.
• Exceptional attention to detail with a repeatable check-and-balance process for financial outputs.
• Strong interpersonal and communication skills, capable of working cross-functionally and presenting financial insights clearly and confidently.

Core Competencies

• Ownership mindset with full accountability for deliverables and outcomes.
• Confidence in presenting analysis and recommendations, even when data presents challenges.
• Proactive approach with a strong sense of urgency.
• Excellent prioritization skills to manage competing deadlines in a fast-scaling environment.
• Self-starter who operates independently and brings structure to ambiguous situations.
• Team-oriented, thriving in collaborative, high-energy environments.

Compensation and Benefits

• Competitive compensation commensurate with experience.
• Comprehensive benefits package including healthcare, 401(k) match, and flexible time off.

Location

• Remote within the U.S., preferably Eastern time zone.