Senior Financial Analyst – FP&A

This is a fully remote position, open to applicants in California.

📋 Description

• Budgeting and forecasting: Assist in leading the annual budget, quarterly forecasts, long-term planning, scenario analysis, and target-setting activities; ensure that assumptions, projections, and source data are precise, comprehensive, and well-documented.

• Financial modeling and analysis: Develop and sustain financial models, variance analyses, trend reports, and performance dashboards that enable senior leaders to comprehend business drivers and make well-informed decisions.

• FP&A systems administration: Serve as a principal administrator and power user for Prophix or a similar corporate performance management platform, encompassing model upkeep, user/security administration, data uploads, testing, upgrades, documentation, and troubleshooting.

• Data integration and validation: Collaborate with Finance, IT, Sales, Payroll, and other departments to transfer, reconcile, and verify data from Microsoft D365 Finance & Operations, Salesforce CRM, data warehouse sources, and related reporting tools into the FP&A environment.

• Reporting and business intelligence: Create recurring and on-demand reports using Excel, Prophix, Power BI, Management Reporter, SQL or SQL-like queries, and other available tools; present findings in a clear, business-focused format.

• Executive presentations and financial storytelling: Craft highly refined PowerPoint presentations for senior leadership, operating reviews, budget and forecast packages, board-level materials, and strategic decision support.

• AI-enabled productivity and process enhancement: Utilize approved AI tools, including ChatGPT or similar platforms, to assist with analysis, reporting commentary, documentation, troubleshooting, presentation drafting, formula/query aid, automation ideas, and process improvements while exercising sound judgment and validation.

• Cross-functional partnership: Collaborate with senior leaders, department managers, IT, Sales Operations, Accounting, external vendors, and other stakeholders to grasp business needs, resolve challenges, and provide dependable reporting and planning support.

⛳️ Requirements

• Master’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a relevant field, or equivalent practical experience.

• A minimum of five years of progressive experience in FP&A, financial analysis, corporate finance, finance systems, business intelligence, or a closely related position.

• Proficient in budgeting, forecasting, financial reporting, variance analysis, and financial modeling.

• Advanced skills in Excel, including complex formulas, data manipulation, model design, and expertise with large workbooks.

• Exceptional Microsoft PowerPoint skills, including executive-level deck design, storyboarding, chart and table formatting, clear visual hierarchy, concise financial storytelling, and the ability to translate complex analyses into polished presentations for senior leadership.

• Practical knowledge of using modern AI tools, particularly ChatGPT or similar generative AI platforms, to enhance productivity, analysis, reporting, documentation, communication, and problem-solving in a professional environment.

• Capable of using AI responsibly with confidential business and financial information, ensuring appropriate data protection, review, validation, and escalation when outputs are uncertain or significant.

• 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, ideally Microsoft Dynamics 365 Finance & Operations, and the ability to comprehend financial data flows, chart of accounts, dimensions, hierarchies, and reporting structures.

• 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 gather, 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 abilities.

• Capability to manage multiple priorities, work independently, and produce accurate work in a deadline-driven setting.

🏝️ Benefits

• Medical

• Dental

• Vision

• 401(k) plan