Senior Financial Analyst, FP&A

About the role

The role is critical in partnering with functional leaders across the company to own expense budgeting, forecasting, and strategic planning activities. It involves providing accurate and insightful analyses, supporting strategic decision-making processes, and optimizing financial performance.

Responsibilities

• Financial Modeling: Own the mechanics and accuracy of the company's three-statement financial model with a primary focus on expenses.
• Model Integrity: Responsible for the models' core assumptions, quality, accuracy, and timeliness to ensure reliable forecasting.
• Budgeting & Planning: Drive the annual budgeting and quarterly forecasting process, collaborating with department heads to align financial goals with strategic priorities.
• Key Metric Reporting: Monitor and communicate key performance indicators to executives across the company.
• Systems & Implementation: Support the eventual transition and migration of financial models from Excel to an FP&A software platform, assisting with data architecture, mapping, and implementation to drive long-term scalability.
• Insights & Recommendations: Provide data-driven recommendations to drive growth and efficiency while identifying potential risks and opportunities.
• Strategic Partnership: Act as a strategic advisor to the business by providing ad-hoc data-driven analysis and actionable plans.
• Process Automation: Take a proactive approach to enhance processes across FP&A, accounting, and business operations.
• Scalable Reporting: Partner with business operations to automate analyses and forecasts in BI tools (e.g., Tableau, Looker) to enable real-time reporting for leaders.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline
• 3+ years of experience in Investment Banking, Private Equity, or FP&A at a high growth tech company
• Ability to work 100% remotely
• Extensive financial modeling experience
• Strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines
• A high level of curiosity and desire to understand the business at a deep level
• Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations