Financial Planning & Analysis (FP&A) Analyst

About the Role

The FP&A Analyst will play a crucial role in supporting the company's financial planning, budgeting, forecasting, and analytical processes. This mission-critical position entails working in a high-energy environment, collaborating with cross-functional teams to drive business performance and strategic decision-making. The role requires a full understanding of both accounting and business operations, with the ability to provide insights on current and future financial conditions to shape the organization's financial strategy. The position is based in the Irvine office with a hybrid work schedule.

Responsibilities

• Work cross-functionally with Accounting, Sales Ops, Professional Services, and Management to establish and monitor performance targets, trends, and outcomes.
• Develop financial projections and build financial models to support the Sales organization, ensuring maximization of profitability and margin recognition within business lines.
• Produce analysis on request and maintain confidentiality of financial information and relevant data.
• Analyze and interpret financial results, highlighting key variances against budgets, forecasts, and prior periods. Identify trends, patterns, and areas of concern or opportunity, providing recommendations for improvement.
• Monitor production of operational and financial KPIs for required management reporting as per specific calendars.
• Produce monthly business reviews for Management and the Arkance Leadership Team.
• Prepare accurate and insightful financial reports, presentations, and dashboards for Management.
• Prepare financial modeling of sales results, expectations, and projections.
• Build financial budgets and forecasts to support Management in meeting expectations, targets, and required results.
• Provide guidance and support to Business Unit Leaders in developing their budgets and forecasts.
• Support budgeting and forecasting presentations to internal management and external stakeholders.
• Design relevant models and templates.
• Perform all other duties as assigned, with duties and assignments subject to change.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field. Advanced degree or professional certification (e.g., CFA, CPA, MBA) is a plus.
• Eight (8) or more years of experience in financial planning and analysis, corporate finance, or related roles, ideally in the SAAS/Software/B2B industry.
• Understanding of financial statements (P&L, Balance Sheet, Cash Flow).
• Excellent communication and presentation skills, with the ability to distill complex financial information into clear and actionable insights.
• Strong analytical mind, capable of synthesizing complex matters and presenting issues and recommendations clearly.
• Strong communication and interpersonal skills, comfortable building relationships with colleagues from different backgrounds.
• Ability to work independently and collaboratively in a fast-paced, high-impact environment, managing multiple priorities and deadlines effectively.
• Experience with NetSuite, SAP BFC, PowerBI, and other accounting software is highly desired.

Physical Requirements

• Requires prolonged periods of sitting, with occasional standing.
• Continuous use of computers and other office equipment.

Company Culture & Core Values

Culture

• Open and consistent communication at all levels.
• Fun atmosphere: Happy employees are productive employees.
• Lead by example.
• Respect for people and process.
• One team: Whether we succeed or fail, we do so together.
• Creativity and “outside the box” thinking is highly encouraged.

Core Values

• Honesty & Integrity: Words and actions in complete alignment.
• Commitment to Excellent Service: Providing quality work and follow-through.
• Accountability: Responsible to our coworkers, our customers, and ourselves.
• Trust and Mutual Respect: The foundation for win-win relationships.

Pay

$100,000 - $160,000 per year.