Senior Financial Planning Analyst (18559)

Position Overview

We are seeking a highly analytical, intellectually curious Senior FP&A Analyst to join our growing finance team. This role serves as a key partner to the CFO and to the Senior Director of Finance, this role will play a critical role in strengthening and scaling our financial planning & analysis function. This is a hands-on senior-level individual contributor role with meaningful visibility and influence — not a traditional people-management position.

The role requires 6+ years of progressive experience across public accounting (valuation or transaction advisory preferred), corporate FP&A, or private equity-backed environments. We are looking for someone who is not an order taker, but a strategic thinker eager to contribute to “the art of the possible.”

Key Responsibilities

• Financial Planning, Forecasting & Analysis: Lead annual budgeting and rolling forecast processes
  Built and maintain dynamic 3-statement financial models
  Develop long-range planning models and scenario analyses
  Perform detailed variance analysis with clear, actionable insights
  Support strategic initiatives and capital allocation decisions

• Budget Tool Implementation & Systems Development: Play a lead role in evaluating and deploying a budgeting/forecasting platform (e.g., Adaptive, Dynamics module, Anaplan, SAP SAC, Oracle Hyperion, etc.)
  Support implementation, data integration, and reporting architecture
  Improve financial reporting processes and automation
  Build scalable dashboards and KPI reporting packages

• Executive & Stakeholder Reporting: Prepare board-ready reporting materials
  Support presentations to private equity partners (Veritas), lenders, and senior leadership
  Deliver concise financial storytelling with executive-level clarity

• Business Partnership: Cross-functionally partner with department leaders
  Translate financial data into strategic recommendations
  Oversee and mentor a junior FP&A analyst
  Support M&A, due diligence, or strategic finance initiatives as needed

Qualifications

• 6+ years of experience in FP&A, transaction advisory, valuation, or related finance roles

• Bachelor's degree in Finance, Business, or Data Analytics, or Business Management or equivalent work experience

• Strong financial modeling skills (advanced Excel, Power BI, Tableau) required

• Experience participating in a corporate budgeting and forecasting process

• Exposure to private equity-backed and/or performance-driven environments

• Ability to communicate complex financial concepts clearly and confidently

• Comfort interacting with senior leadership and external stakeholders

Preferred Qualifications

• Experience with professional services or tech-enabled consulting business models, including familiarity with utilization, bookings, and backlog/pipeline dynamics, is preferred

• Public accounting and/or finance background (valuation or transaction advisory preferred over audit)

• Experience deploying or implementing a budgeting/forecasting tool

• Experience with systems such as Adaptive Planning, Microsoft Dynamics, Anaplan, SAP SAC, or Oracle Hyperion

• Experience deploying a budget tool is strongly preferred

• CPA, CFA, or MBA (not required)