Financial Analyst, FP&A

Summary

Join our finance team as a Financial Analyst, FP&A! Reporting to the Manager of Strategic Finance and FP&A, you will play a crucial role in driving our strategic and financial objectives. This position offers a unique blend of strategy, analytics, and financial planning, providing insights for successful growth. The ideal candidate possesses a strong FP&A background and excels in business partnering. You will develop financial models, deliver insightful analyses, and guide strategic decision-making. Success requires exceptional analytical skills, a process-oriented approach, and clear communication.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field
• 3–5 years of relevant experience in Strategic Finance or FP&A roles
• Exceptional analytical and quantitative skills, including advanced proficiency in Excel
• Proven ability to collaborate and build strong partnerships with cross-functional leaders, influencing decision-making and driving alignment
• Outstanding written, verbal, and presentation skills, with the ability to effectively communicate complex financial concepts to diverse audiences
• Expertise in analyzing and synthesizing large data sets to uncover actionable insights
• Demonstrated problem-solving ability, paired with high standards for accuracy, integrity, and attention to detail
• Strong work ethic, with a passion for excellence and a commitment to high ethical standards
• Thrives in fast-paced, dynamic environments, with the ability to manage multiple priorities and deadlines effectively

Responsibilities

• Collaborate closely with cross-functional teams, including FP&A, Accounting, and other business units, to provide financial insights and support strategic initiatives
• Prepare and deliver comprehensive management reports and monthly/quarterly financial updates, including budget vs. actual (BvA) analyses, highlighting key trends and variances
• Enable data-driven decision-making by delivering actionable insights through detailed financial reporting, dashboards, and ad hoc analyses
• Partner with business leaders to build and refine forecast scenarios, integrating key assumptions and aligning with organizational goals
• Identify, propose, and implement process improvements to drive efficiency, scalability, and operational excellence across the organization
• Develop and optimize key performance metrics to uncover meaningful trends and provide actionable recommendations to leadership
• Conduct ad hoc analyses to address emerging business questions, evaluate potential opportunities, and support strategic planning efforts

Preferred Qualifications

• Strong preference for backgrounds in SaaS, management consulting, or investment banking
• Hands-on experience with financial reporting systems, such as NetSuite and Adaptive Planning

Benefits

• The expected annual base salary range for this position is $91,000 - $124,000
• Bonus or commission plans
• Benefits offerings
• Equity awards