Sr. FP&A Analyst

Overview

A leading organization is seeking a detail-oriented, data-driven, and motivated Senior Financial Analyst to join their Financial Planning & Analysis (FP&A) team. This role involves partnering with key stakeholders to deliver financial insights and support critical business decisions through expense planning, analysis, workforce planning, and operational reporting. The position requires close collaboration with Accounting, Talent Acquisition, and cross-functional business teams to drive financial accuracy and business performance.

Note: Candidates located in the Pacific Time Zone (PST) are preferred due to the operational nature of the role, including executive collaboration and incident response.

Responsibilities

• Support expense planning and forecasting by building financial models, conducting variance analysis, and independently managing specific business group planning.
• Manage workforce and vendor spend analysis, including headcount tracking, resource allocation, contractor costs, and purchase request workflows, coordinating with cross-functional teams to align investments with business objectives.
• Drive monthly financial operations and reporting by gathering actuals, preparing accruals, maintaining planning systems (Adaptive Insights), and developing analytical tools to support strategic decision-making.
• Partner with stakeholders across the organization to deliver financial insights, support budget preparation, and build relationships to facilitate future expense planning leadership.
• Continuously improve FP&A processes and reporting by identifying inefficiencies, enhancing models, and improving data quality and usability.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related analytical discipline.
• 4-6+ years of experience in FP&A, Corporate Finance, or a similar role.
• Experience in the technology industry, preferably SaaS or subscription-based models, is a plus.
• Demonstrated experience using generative AI tools (e.g., ChatGPT, Copilot, Claude, Gemini) to enhance productivity, decision-making, or problem-solving.
• Advanced Excel skills; experience with Adaptive Insights, NetSuite, Salesforce, Power BI, and OpenAir is advantageous.
• Self-starter with the ability to work independently and manage tasks with minimal supervision.
• Strong communication skills, capable of effectively working with and presenting to senior leadership and cross-functional teams.
• Excellent time management skills with the ability to reprioritize quickly based on shifting business needs.
• High attention to detail and commitment to accuracy.
• No travel required.

Compensation & Benefits

• Base salary range: $90,000 - $98,500, with consideration for relevant experience, education, certifications, location, and skills.
• Unlimited paid time off (PTO) for salaried employees.
• Comprehensive medical, dental, and vision coverage.
• Health Savings and Flexible Spending Accounts.
• 401(k) plan with company match.
• Volunteer Time Off (VTO).
• Life and pet insurance.
• Employee Assistance and Mental Health Programs.
• Charitable giving opportunities.
• Professional coaching and career development support.

Location

Preference for candidates located in the Pacific Time Zone (PST) to facilitate collaboration and operational responsibilities.