Senior Analyst, Financial Planning & Analysis

Responsibilities

• Lead budgeting, planning, forecasting, reporting, and financial performance management processes for key areas across the COO and CFO organizations.
• Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks that improve executive visibility and enable data-driven decisions.
• Use BI tools (Tableau, Power BI, or similar), Excel, and financial systems to design and deliver accurate, scalable reporting on operating expense, headcount, vendor spend, investment performance, and key business drivers.
• Develop insights and recommendations for Finance and business leaders on budget performance, variance drivers, forecast risks and opportunities, investment trade-offs, and cost-optimization opportunities.
• Lead the development of monthly and quarterly executive and board-level materials, translating complex financial and operational data into clear narratives for senior COO, CFO, and business leadership.
• Drive cross-functional planning with Finance, HR, Business Operations, Procurement, and functional leaders to align headcount planning, operating cadence, investment priorities, and resource allocation decisions.
• Identify, develop, and implement process improvements and automation opportunities, including use of AI tools and data automation to increase forecast accuracy, planning efficiency, and executive visibility.
• Lead ad hoc financial analyses and special projects for FP&A leadership, the CFO, COO, and senior business leaders, including framing the business question, building the analysis, and communicating actionable recommendations.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related analytical discipline.
• 5-8 years of experience in Finance, Accounting, FP&A, corporate finance, business operations, or a related analytical role; experience supporting executive, COO, CFO, or senior business leadership is strongly preferred.
• Experience working in SaaS/technology companies and private equity portfolio company environments is strongly preferred.
• Strong Excel and PowerPoint skills, including experience with pivot tables, lookups, and structured financial analysis; familiarity with BI tools such as Tableau or Power BI is a strong plus.
• Strong analytical and problem-solving skills with attention to detail.
• Demonstrated ability to lead financial planning processes, create new analytical frameworks, influence cross-functional stakeholders, and turn data into executive-level recommendations.
• Ability to communicate financial concepts clearly to both finance and non-finance stakeholders.
• Comfort working independently, managing ambiguity, and adapting to changing priorities.
• Familiarity with operating expense management, headcount planning, forecasting, variance analysis, and executive reporting is a strong plus.
• Experience with NetSuite, Salesforce, Adaptive Planning, Tableau, Power BI, or similar systems is also valued.

ATS Optimization Keywords

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility.

Hard Skills

• Financial Modeling
• KPI Dashboard Creation
• Variance Analysis
• Cost Optimization
• Data Automation

Soft Skills

• Analytical Skills
• Problem-Solving
• Communication Skills
• Attention To Detail
• Adaptability