Senior Financial Analyst, FP&A

About the role

Our client is looking for a Senior Financial Analyst, FP&A, where you’ll help transform complex business questions into actionable financial insights. This highly visible role offers direct exposure to planning, forecasting, capital allocation decisions, board reporting, and enterprise-wide strategic initiatives. We are seeking an analytically driven professional with intellectual curiosity, strong financial modeling capabilities, and a passion for solving complex business challenges.

Benefits

• Competitive compensation package of $110,000 to $125,000 salary and 10% target bonus
• Comprehensive health coverage: Medical, dental, and vision insurance
• Robust retirement planning with 401(k) and employer matching
• Life and disability insurance
• Health savings and flexible spending accounts
• Paid time off and paid holidays
• Employee assistance program
• Professional development opportunities
• Flexible work arrangements and hybrid work option

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
• 4+ years of relevant FP&A, corporate finance, accounting, or comparable analytical experience
• Experience with EPM/CPM platforms such as Vena, Anaplan, Adaptive Insights, Planful, or OneStream, along with SQL, Power BI, or Tableau
• Advanced Excel skills with strong structure and auditability
• Working knowledge of three-statement mechanics — able to explain how the P&L, balance sheet, and cash flow statement connect, and to build driver-based schedules within an existing model
• Intellectual curiosity, rigor, and honesty that is consistently accurate under tight deadlines
• Comfortable with ambiguity; prioritizes independently and knows when to seek direction
• Highly coachable; seeks and applies feedback quickly
• Experience supporting executive leadership and board-level reporting
• Progress toward CPA, CFA, or MBA credentials preferred

Responsibilities

• Translate open-ended business questions into structured financial analyses and recommendations
• Analyze unit economics, contribution margins, and cost-to-serve metrics
• Conduct deep-dive analyses of revenue, profitability, cost drivers, and operational performance
• Develop ROI analyses and business cases for capital investments and strategic initiatives
• Support annual budgeting and rolling forecasting processes
• Monitor and explain budget-to-actual variances and identify risks and opportunities
• Support and maintain driver-based financial models and forecasting tools
• Serve as backup for recurring management reporting functions
• Prepare schedules, exhibits, and analyses for executive and Board materials
• Partner with business leaders to provide financial guidance and insights
• Improve reporting processes through automation and standardization
• Support data integrity and reporting initiatives across finance and operational systems