Sr. Lead FP&A

Sr. Lead FP&A

Help us bring our vision of global wellbeing to life

Location:

Bellevue, WA (On-Site)

Position Type:
Regular, Full-Time

Roundglass is a wholistic wellbeing company working to empower healthier lives, stronger communities, and a more sustainable world. That w in wholistic is there for a reason:
We believe true wellbeing spans the whole human experience, from how we care for ourselves to our connections with others and the planet.

Roundglass creates real-world impact through two core pillars:

• Through the Roundglass Living platform, we deliver personalized wellbeing guidance rooted in science. The Roundglass Living app helps people develop habits that last through breathwork, meditation, movement, nutrition, music, and more.
• Roundglass Giving is our nonprofit arm, driving our philanthropic vision, including a collection of initiatives championing youth development, women's empowerment, and environmental stewardship. We're on a mission to transform communities by tackling systemic challenges and unlocking human potential.

At Roundglass, we're driven by the purpose of making wellbeing accessible and actionable for everyone, everywhere. This sense of purpose fuels how we approach our work and support one another every day. If you're passionate about creating meaningful impact and want to contribute to a culture that embodies the change we're creating, we'd love to meet you.

Roundglass is looking for a Sr. Lead FP&A to support strategies to help drive increased profitability, process efficiency, reduce costs, and overall business improvement support corporate FP&A (financial planning and analysis) process, initiatives, and reporting within Operations.

As a Sr. Lead FP&A, you will play a key role in driving financial planning, forecasting, budgeting, and business performance analysis across the organization. You will partner with cross-functional leaders to deliver actionable financial insights, improve operational efficiency, optimize costs, and support strategic decision-making that drives sustainable business growth.

Financial Planning & Analysis

• Lead the annual budgeting, quarterly forecasting, and long-range financial planning processes to support business objectives.
• Develop and maintain financial models to support strategic planning, scenario analysis, profitability analysis, and executive decision-making.
• Analyze financial performance by preparing variance analyses against budget, forecast, and prior-year results, providing actionable insights and recommendations.
• Prepare and present monthly and quarterly financial reports, dashboards, and executive summaries for senior leadership.

Financial Operations & Systems

• Partner with Accounting to ensure accurate and timely month-end and year-end financial close processes.
• Align FP&A processes with accounting policies and financial systems to ensure consistency, accuracy, and compliance.
• Drive the implementation, optimization, automation, and integration of ERP, business intelligence (BI), and financial planning systems to improve reporting capabilities and operational efficiency.

Tax Planning & Compliance

• Prepare tax-related financial statement calculations, and disclosures for routine to moderately complex tax matters.
• Support the preparation of financial data, schedules, and documentation for corporate tax filings.

Business Partnership & Decision Support

• Partner with cross-functional leaders to understand business performance, operational drivers, and strategic priorities.
• Provide financial guidance and decision support for new products, market opportunities, capital investments, and operational initiatives through financial analyses, business cases, and recommendations.
• Present financial insights and strategic recommendations to senior leadership to support informed business decisions.

Process Improvement & Internal Controls

• Evaluate financial processes and internal controls to identify opportunities for increased efficiency, automation, standardization, and risk mitigation.

• Bachelor's degree in finance, Accounting, Business Administration, or a related field; CPA or other relevant professional certification is a plus.
• 6–8+ years of progressive experience in financial planning and analysis (FP&A), accounting, financial analysis, or a related finance role.
• Strong understanding of accounting principles, financial reporting, budgeting, forecasting, variance analysis, and cash flow management.
• Experience working with cloud-based ERP systems;
  Net Suite experience is preferred.
• Advanced Microsoft Excel skills, including financial modeling, data analysis, and reporting.
• Strong analytical and problem-solving skills, with the ability to interpret financial data and provide actionable business insights.
• Knowledge of financial controls, statutory compliance, governance processes, and finance process optimization.
• Experience supporting or leading ERP, financial system, business intelligence (BI), or finance process automation…