Sr. Financial Analyst

United States of America, California, BreaR
5026600

United States of America Finance & Accounting Job description

JOB SUMMARY:

The Sr. FP&A Analyst plays a key role in driving the organization’s financial performance by independently preparing, analyzing, and interpreting complex financial data. This role partners closely with cross-functional and operational leaders to evaluate results, identify insights, assess risks and opportunities, and support strategic decision making. The position requires in-depth financial expertise, strong business acumen, and the ability to apply best practices to improve reporting, forecasting, and analytical capabilities.

PRIMARY DUTIES AND RESPONSIBILITIES:

Lead the preparation of monthly and quarterly financial reports, ensuring accuracy, completeness, and business relevant insights

Analyze actuals vs. budget/forecast and independently interpret performance drivers; proactively identify risks, opportunities, and performance trends

Develop, enhance, and maintain complex financial models, scenario analysis tools, and reporting templates to strengthen planning and decision support

Drive core components of the annual budgeting and monthly forecasting cycles, partnering with budget owners to understand assumptions and improve forecast accuracy

Prepare and analyze deferred revenue reporting, including balance movement, roll-forwards, and trend analysis to support monthly forecasting and management review

Lead margin analysis and oversee the accuracy of vertical margin calculations

Provide analytical support for pricing strategy, cost optimization, business cases, capital investments, and enterprise initiatives

Partner with cross functional teams and other functional leaders to evaluate performance and provide strategic insights‑ other functional leaders to evaluate performance and provide strategic insights

Serve as a resource and informal coach for junior and mid‑level analysts by reviewing analysis, sharing best practices, and supporting development

Lead portions of cross functional initiatives, prepare executive ready presentations, and support strategic planning with data driven recommendations

Maintain strong governance over financial processes, ensuring adherence to accounting principles, audit standards and internal control requirements

Maintain high ethical standards and serve as a trusted advisor by providing fact‑based, unbiased financial insights—even when recommendations are unpopular

Job requirements

MINIMUM REQUIREMENTS:

Bachelor’s degree required (preferably in accounting, finance, or related field); advanced certifications or advanced degree is a plus3+ years of relevant finance or FP&A experience

Advanced Excel skills (complex formulas, pivot tables, data modeling); proficiency with BI/reporting tools preferred

Strong experience with ERP systems (e.g. Oracle/SAP) and financial reporting tools (e.g. One Stream/Hyperion)
Track record of AI adoption to improve processes and productivity

Strong understanding of financial statements, accounting principles, and financial planning processes

Ability to work on-site during core business hours; extended hours may be required during quarter and year-end close as well as budget and forecast cycles

Ability to travel domestically and internationally up to 10%
PREFERRED

SKILLS & EXPERIENCE:

In depth financial acumen with the ability to solve complex analytical problems using multiple data sources and informed judgment

Demonstrated ability to enhance reporting, streamline processes, or develop tools using best practices and business insights

Strong communication skills: able to synthesize complex data into clear recommendations for senior business partners

Ability to work independently with minimal guidance while managing multiple priorities in a dynamic environment

Strong influencing skills and a proven ability to partner effectively across departments

High attention to detail combined with strategic thinking

Curiosity, initiative, and willingness to take ownership of complex work streams and cross functional deliverables

Experience leading process improvements across reporting, forecasting, and planning activities to increase accuracy, reduce…