Sr. Financial Analyst

Overview

A growing organization is seeking a highly self-driven Senior Financial Analyst to support the Financial Planning & Analysis (FP&A) team. This role focuses on headcount planning, month-end close processes, run-rate analysis, and delivering forward-looking business insights. It is well suited for candidates who thrive in fast-paced environments and combine financial rigor with curiosity about leveraging AI and automation to enhance processes and insights.

Responsibilities

• Manage end-to-end headcount tracking for assigned functional groups, including reconciliation of active, open, and planned roles in partnership with Talent Acquisition, HR, and business leaders.
• Maintain and improve headcount reporting accuracy across compensation elements using AI-enabled tools to enhance forecasting accuracy, identify hiring delays, vacancy durations, turnover patterns, and conduct related analyses.
• Execute core responsibilities in recurring close and forecast processes, including variance analysis and profit & loss (P&L) review.
• Prepare clear, concise commentary connecting financial performance to business drivers using modern analytical tools to deepen insights and accelerate reporting.
• Collaborate with business partners to understand future drivers such as hiring plans, program investments, and vendor activity, incorporating these into forecasts.
• Challenge assumptions and elevate discussions through thoughtful questioning.
• Support development of annual plans and monthly/quarterly forecasts by partnering with cross-functional stakeholders as a trusted analytical thought partner.
• Communicate financial concepts clearly to non-finance audiences.
• Continuously evaluate processes for scalability, accuracy, and efficiency.
• Help evolve FP&A workflows toward automation-first and insight-driven models.
• Partner with Systems, Accounting, and other stakeholders to improve data quality and flow.
• Document models, assumptions, and processes to ensure transparency and continuity.

Requirements

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Administration, Mathematics, or a related field.
• 8-10 years of experience in FP&A, corporate finance, or a related analytical role.
• Proven experience supporting month-end close processes including accruals, variance analysis, and P&L reviews.
• Ability to synthesize run-rate trends and link them to future planning assumptions.
• Strong financial modeling skills with expertise in Excel and financial systems such as NetSuite, Adaptive, and Salesforce.
• Experience with AI-enabled tools (e.g., Copilot, ChatGPT, Claude, or other customized AI models) is desired.
• Ability to simplify complex financial data for senior leadership.
• Experience in the SaaS and/or Unified Communications industry is a plus.

Compensation & Benefits

• Salary range: $100,000 - $120,000 per year

Location

• United States