Senior Financial Analyst FP&A

About the role

The role supports a $1B+ B2B services organization that provides telephone-based interpretation solutions for clients whose customers need language access support. The successful candidate will help administer and improve cloud-based FP&A tools, connect financial and operational data across systems, use approved AI tools such as ChatGPT responsibly to increase productivity and analytical quality, and become a key contributor to the company's planning, reporting, systems, and executive communication infrastructure.

Responsibilities

• Maintain, enhance, and administer FP&A planning models, reporting structures, workflow processes, user access, and system documentation within Prophix or a similar CPM / FP&A platform.
• Prepare and analyze budgets, forecasts, actual results, KPIs, revenue trends, cost drivers, headcount, margins, and other business performance metrics.
• Develop executive-ready PowerPoint presentations, management review decks, budget and forecast packages, financial storyboards, and board-style materials that turn complex analysis into concise, visually clear business narratives.
• Extract, transform, reconcile, and validate financial and operational data from D365 F&O, Salesforce CRM, data warehouse tables, and other enterprise sources.
• Use SQL, SQL-like query tools, Power BI, Management Reporter, Excel, and related tools to obtain data, investigate discrepancies, and build reliable reporting datasets.
• Use ChatGPT or similar approved AI tools to accelerate routine FP&A work such as drafting variance explanations, summarizing findings, developing formulas, refining queries, creating documentation, preparing training materials, outlining presentations, and identifying opportunities for automation.
• Support monthly close analysis, management reporting, audit requests, and special projects as needed.
• Research and resolve data discrepancies, system errors, integration issues, and reporting problems using structured problem-solving and strong business judgment.
• Create and maintain standard operating procedures, data definitions, control documentation, training materials, presentation templates, and AI-assisted workflow guidance for FP&A systems and reporting processes.
• Communicate financial results, risks, opportunities, and recommendations to finance leadership and business stakeholders in a concise, actionable, and presentation-ready manner.

Requirements

• Master’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience.
• Five or more years of progressive experience in FP&A, financial analysis, corporate finance, finance systems, business intelligence, or a closely related role.
• Strong budgeting, forecasting, financial reporting, variance analysis, and financial modeling skills.
• Advanced Excel skills, including complex formulas, data manipulation, model design, and mastery of large workbooks.
• Expert / guru-level Microsoft PowerPoint skills, including executive-grade deck design, storyboarding, chart and table formatting, clean visual hierarchy, concise financial storytelling, and the ability to convert complex analysis into polished presentations for senior leadership.
• Practical experience using modern AI tools, especially ChatGPT or similar generative AI platforms, to improve productivity, analysis, reporting, documentation, communication, and problem solving in a professional setting.
• Ability to use AI responsibly with confidential business and financial information, including appropriate data protection, review, validation, and escalation when outputs are uncertain or material.
• Hands-on experience with an FP&A / CPM platform such as Prophix, Jedox, Board, Adaptive Planning, Hyperion, Anaplan, OneStream, or similar; Prophix experience is strongly preferred.
• Significant knowledge of ERP/financial systems, preferably Microsoft Dynamics 365 Finance & Operations, and the ability to understand financial data flows, chart of accounts, dimensions, hierarchies, and reporting structures.
• Practical familiarity with database structures and data-query tools, including the ability to read or write basic SQL or work with SQL-like query/reporting environments to obtain, validate, and reconcile data.
• Experience working with CRM, data warehouse, or BI/reporting data, preferably including Salesforce and Power BI or similar tools.
• Excellent analytical, organizational, documentation, communication, presentation, and stakeholder-management skills.
• Ability to manage multiple priorities, work independently, and deliver accurate work in a deadline-driven environment.

Qualifications

• Master’s degree in Finance, Accounting, Analytics, Information Systems, or a related field.
• CPA, CMA, CFA, FPAC, or similar professional certification highly valued.

Skills

• Master’s degree in Finance, Accounting, Analytics, Information Systems, or a related field.
• CPA, CMA, CFA, FPAC, or similar professional certification highly valued.

Benefits

This role is also eligible for bonus potential. In addition, we offer a comprehensive benefits package including medical, dental, vision, and a 401(k) plan.

Pay

US CA Monterey Headquarters and US (Remote) pay range is $110,000 to $120,000.00 USD Annually.

Schedule

Full-time position.