Senior FP&A Analyst

Overview

This role supports financial planning and analysis for a high-growth technology organization based in San Francisco. Responsibilities include driving annual budgeting, building forecasting models, tracking and analyzing KPIs/metrics, and delivering strategic insights as the business grows. The position also helps build and maintain FP&A datasets and reporting platforms to provide accurate, timely information for investors, board members, and internal stakeholders.

Responsibilities

• Develop and manage monthly, quarterly, annual, and long-term financial planning, including creation and maintenance of predictable and accurate financial models.
• Develop and prepare automated monthly reporting packages with financial metrics/KPI, ratios, charts, graphs, dashboards, and other data visualization tools.
• Perform performance, forecast, and financial metric reviews with the leadership team and recommend actions to improve operating/capital efficiency and business profitability.
• Conduct actuals vs. forecast variance analysis, identifying causes of change and highlighting risks and opportunities for improvement.
• Use AI and data-driven analysis to continually improve forecast accuracy and efficiency.
• Coordinate with all levels of management to gather inputs and provide performance analysis and management reporting, highlighting key business performance risks, issues, and opportunities.
• Support management analyses on project profitability, pricing, and ROI of new product and program initiatives.
• Collaborate with the Accounting Team to support the monthly close and reporting process.
• Use AI to create, iterate, and scale automated models to supplement and replace manual processes.

Requirements

• 5-7+ years of progressively responsible experience in FP&A, corporate finance, consulting, investment banking, or related fields, with demonstrated experience in analysis, forecasting, and modeling.
• Demonstrated high academic achievement, including an undergraduate degree in Finance/Accounting/Economics/related fields.
• Advanced knowledge of Google Sheets & Excel (e.g., arrays, Power Query, dynamic pivot tables, external integration) and basic SQL knowledge strongly preferred.
• Ability to use AI to integrate tech FP&A/accounting platforms (e.g., Drivetrain, Zenskar, Gsheets/Excel, NetSuite, Tipalti) into core finance workflows to deliver quality analyses, forecasts, models, and data visualization for board-level financial/strategic storytelling.
• Ability to thrive in a fast-paced, dynamic environment with high standards of accuracy/precision and strong attention to detail.
• Ability to embrace ambiguity and break down complex problems into clear executive summaries with key insights and recommendations.
• Strong work ethic with the ability to manage multiple project timelines and pivot as new priorities arise.
• Excellent written and verbal communication skills; ability to establish credibility, build consensus, and partner cross-functionally without direct authority.

Preferred Qualifications

• Technology / SaaS and high-growth mid-to-late-stage start-up or public company experience strongly preferred.
• MBA or equivalent graduate degree from top-tier graduate/undergraduate universities is a strong plus.

Compensation & Benefits

• US base salary range: $120,000 - $175,000 + equity + benefits.
• Flexible work environment with remote work opportunities.
• Flexible vacation, competitive salary and benefits packages, and stock options.
• Additional growth and learning opportunities, including tech talks, mentorship programs, and employee events.

Location

• San Francisco (US).