Senior Financial Analyst, FP&ANew San Francisco, CA

About the role

We are looking for a Senior Financial Analyst to join our Financial Planning & Analysis team and play a key role in business partnering while helping transform how Finance operates in the AI era. Reporting directly to the VP of Finance, this role will support financial planning, forecasting, and strategic decision-making across Sales, GTM, and corporate functions.

Responsibilities

• Partner with Sales, GTM, and Corporate Function (Finance/HR/Legal) leaders to provide financial insights, analysis, and recommendations that support strategic decision-making and business performance.
• Support GTM financial analysis, including operating expense management, headcount planning, resource allocation, and performance reporting to help leaders optimize investments.
• Develop and maintain financial models and analytics that provide visibility into key business drivers, trends, and opportunities across Sales, GTM, and G&A functions.
• Lead annual planning, monthly and quarterly forecasting, and variance analysis while communicating insights and recommendations to Finance and business leaders.
• Identify opportunities to improve financial processes, reporting, and analysis by leveraging automation, AI tools, and new technologies.
• Improve visibility into business performance through better data models, dashboards, and tooling.
• Design and build advanced dashboards that deliver actionable insights to executives.
• Automate recurring reporting, including AI-assisted presentation development.
• Support high-priority analytical projects and strategic decision-making across Finance.

Qualifications

• A bachelor’s degree in Finance, Business, Economics, or a related field.
• 4+ years of finance or related experience, 2+ years in corporate FP&A preferred.
• Experience using AI tools to automate processes, reporting, or analysis.
• Strong financial modeling and analytical skills, with a high degree of rigor and attention to detail.
• Excellent communication and interpersonal skills, with a proven ability to build relationships and partner effectively across all levels of the organization.
• Experience in Enterprise SaaS is preferred.