Senior Analyst, Financial Planning and Analysis

Position Summary

The Senior Financial Analyst will play a critical role in evolving FP&A from a reporting function into a forward-looking, decision-support partner to the business. This role owns core FP&A processes including reporting, forecasting, and KPI analysis, while driving improvements in accuracy, automation, and overall efficiency. The ideal candidate operates with a high degree of ownership, consistently meets deadlines, and produces work that leadership can rely on without rework. This position reports directly to the VP of FP&A and partners closely with Sales, Operations, and Executive leadership.

Responsibilities

• Forecasting & Planning: Own and operate the company's forecasting and budgeting models; maintain and enhance driver-based models and scenario analysis; improve forecast accuracy and proactively identify risks and opportunities; translate business inputs into clear financial implications
• Business Partnership: Partner directly with Sales, Operations, and other functional leaders; provide proactive financial insights to support decision-making; challenge assumptions and clearly frame trade-offs, risks, and outcomes; support resource planning, profitability analysis, and operational improvements
• Process Improvement & Automation: Identify and implement opportunities to reduce manual reporting and improve efficiency; partner with data and systems teams (Snowflake / BI tools) to improve data accessibility and reliability; help implement and scale FP&A systems and tools; standardize reporting and forecasting processes
• KPI & Performance Management: Develop and maintain key financial and operational KPIs; monitor performance trends and highlight key drivers; support leadership with clear, consistent performance visibility
• Financial Reporting & Analysis: Own monthly, quarterly, and annual reporting deliverables end-to-end; ensure all reporting is accurate, reconciled, and delivered on time; analyze financial results, identify trends, and clearly communicate drivers of performance; provide variance analysis with actionable insights and recommendations

Standards of Performance

• High level of accuracy and attention to detail (clean tie-outs, minimal rework)
• Consistent on-time delivery of deadlines without escalation
• Strong ownership mindset—takes responsibility for outcomes, not just tasks
• Ability to manage multiple priorities and communicate proactively
• Produces work that is decision-ready, not just technically correct

Qualifications

• Bachelor's degree in Finance, Accounting, or related field
• 5+ years of financial analysis experience (mortgage banking experience a must)
• Advanced Excel and financial modeling skills
• Experience with data tools (Snowflake, BI tools, or similar) preferred
• Experience with FP&A systems or planning tools is a plus

Core Competencies

• Strong financial modeling and analytical skills
• Ability to build and maintain complex models independently
• Excellent organizational and time management skills
• Strong attention to detail and commitment to accuracy
• Ability to operate independently in a fast-paced environment
• Strong communication skills—able to translate analysis into clear business implications
• Proactive, solutions-oriented mindset with a focus on continuous improvement

Additional Expectations

• Comfortable working in an environment with evolving processes and systems
• Willing to roll up sleeves and take ownership of both strategic and tactical work
• Demonstrates initiative in identifying problems and driving solutions

Pay

The starting base pay range for this position is $110k/annually. The actual base is dependent on many factors such as: work experience, business needs, market demands, and other compensation components. The base pay range is subject to change and may be modified in the future.