Senior Financial Planning & Analyst Lead

Summary

Join Conversica, a leading provider of Conversation Automation solutions, as a Senior FP&A Analyst. This critical individual contributor role involves driving financial insights and reporting, working closely with the CFO and executive team. You will develop forecasts, build models, and translate data into compelling narratives to guide strategic decisions. This high-impact role is ideal for someone thriving in fast-paced environments, possessing a strong financial foundation, and excellent communication skills. The position offers a competitive salary, bonus, and comprehensive benefits package. Conversica values diversity and is an equal opportunity employer.

Requirements

• 6+ years of experience in FP&A, with experience in SaaS or technology companies strongly preferred
• Strong financial modeling skills and deep Excel expertise; comfortable working with minimal tooling
• Experience preparing materials for executive teams, investors, and boards
• Ability to work independently, prioritize effectively, and thrive in a fast-moving, startup environment
• Comfortable navigating ambiguity and limited systems while delivering high-quality outputs
• Excellent verbal and written communication skills — able to “tell the story” behind the numbers
• Bachelor’s degree in Finance, Accounting, Economics, or a related field

Responsibilities

• Lead and own the monthly and quarterly financial reporting process, including variance analysis (budget vs. actuals), ARR and revenue tracking, and board-level reporting
• Develop and maintain sophisticated financial models to support forecasting, scenario planning, and data-driven business decisions
• Collaborate closely with the CFO and department leaders to drive budgeting, financial planning, and cost optimization initiatives
• Translate complex financial data into actionable insights and compelling narratives for senior executives and key stakeholders
• Conduct ad hoc financial analysis to support strategic initiatives, investor communications, and critical decision-making
• Identify opportunities for process improvements to enhance accuracy, efficiency, and scalability within FP&A operations
• Provide support for compensation planning, cash flow forecasting, and other related financial activities

Benefits

• Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $115,000/year to $150,000/year plus 10 % variable bonus. Pay is based on a number of factors including market location and job-related knowledge, skills, and experience
• Conversica offers comprehensive health, dental, and vision benefits, flex time PTO, 401k, and equity