Senior Financial Analyst

About the role

Roku is looking for an exceptional Senior Financial Analyst to join the Corporate FP&A team. Reporting to the Director of FP&A - Corporate Finance, this role will play a critical part in providing senior management with an assessment of historical and forward-looking financial performance, including analysis of business trends, risks and opportunities, and communication of business insights. You will also play a key role in the earnings process, providing support to the CFO, VP of Investor Relations, and the Finance leadership team.

Responsibilities

• Support Earnings and Investor Relations work streams and other Corporate FP&A recurring processes (e.g., Board of Directors meetings, Audit Committee deliverables)
• Drive weekly/monthly/quarterly reporting and analysis for senior management, the Board of Directors, and the investment community
• Develop executive-level dashboards that provide leadership with digestible and actionable insights on key operational and financial metrics
• Provide analytical support and monitor key performance indicators, highlighting trends and analyzing causes of changes; conduct deep dives when observing abnormal trends
• Support long-range financial modeling and strategic analysis deliverables that inform executive decision-making
• Create in-depth business case analysis and intuitive reporting to drive intelligent decision-making
• Identify and implement improvements to make financial and operational reporting better, faster, and easier
• Perform ad hoc analyses and projects as needed

Requirements

• Bachelor's degree in a quantitative field (finance, economics, mathematics, accounting)
• 2+ years of investment banking experience at a bulge bracket or elite boutique — must be modeling-seat experience (DCFs, LBOs, or merger models built from scratch)
• 3+ years of total professional experience, including 2+ years of investment banking
• Advanced Excel proficiency — dynamic arrays, complex INDEX/MATCH architectures, scenario toggles, audit-ready model builds.
• Business acumen: understands how revenue assumptions cascade into margin, operating leverage, and valuation
• Comfort with DCF, comparable company analysis, and sensitivity/scenario modeling
• Superior attention to detail — this role feeds SEC filings and public earnings guidance where the standard is 100% accuracy
• Superior attention to detail — this role feeds SEC filings and public earnings guidance where the standard is 100% accuracy
• Ability to synthesize complex financial information and communicate it clearly to senior executives in written and verbal formats
• Self-starter with ownership mentality — volunteers for scope, operates with urgency, steady under compressed timelines
• Strongly Preferred: Business partner experience (budget management, monthly/quarterly P&L ownership)
• Experience building or contributing to long-range financial projections (5–10 year models)
• Familiarity with enterprise planning platforms (Workday Adaptive, Anaplan, or similar)
• FactSet experience (used for Consensus Summary and benchmarking)
• Willingness to learn and adopt AI tools for productivity enhancement

Qualifications

• Must be based in the United States, Canada, or Mexico
• Must be able to perform essential job functions with or without reasonable accommodation

Skills

• Investment banking rigor
• Builder's mentality
• Intellectual curiosity to grow with the role
• Advanced Excel proficiency
• Business acumen
• Comfort with DCF, comparable company analysis, and sensitivity/scenario modeling
• Superior attention to detail
• Self-starter with ownership mentality
• Willingness to learn and adopt AI tools for productivity enhancement

Benefits

• Comprehensive benefits including global access to mental health and financial wellness support and resources
• Local benefits such as healthcare (medical, dental, and vision), life, accident, disability, commuter, and retirement options (401(k)/pension)
• Flexible work arrangements with 4 days a week in the office and 1 day remote

Pay

Competitive salary and benefits package

Schedule

Hybrid role with 4 days a week in the office and 1 day remote