Senior Financial Analyst, Expense FP&A

• Act as a strategic partner to leadership teams, providing financial insights and recommendations
• Manage monthly and quarterly expense forecasting, annual planning, and long-range financial projections for assigned business units
• Develop and maintain key financial metrics and reports to track performance and identify cost-saving and efficiency opportunities
• Provide analytical support to business partners and influence strategic direction
• Lead process improvement initiatives to enhance financial reporting and forecasting scalability and accuracy
• Collaborate with cross-functional teams on ad-hoc projects and analyses
• Partner with leadership teams to oversee expense management and forecasting
• Drive financial decisions affecting company growth and operational efficiency

• Demonstrated TypeS personality traits: self-starter, ethical, curious, hard-working, and proactive
• Experience in FP&A business partnerships with senior leaders, preferably in a fast-paced environment
• Experience with headcount/workforce planning, bottoms-up planning and forecasting, and strategic expense management
• Strong communication skills across business functions and leadership levels
• Ability to make data-driven recommendations amid ambiguity and business assumptions
• Ability to collaborate and meet strict deadlines in a dynamic environment
• Proven ability to translate complex datasets into actionable insights
• Bachelor’s degree in Finance, Economics, or a related field
• At least 3 years of relevant experience
• Exceptional quantitative and analytical skills, with mastery of Excel
• Preferred: experience in financial analysis within a SaaS-based business
• Preferred: proficiency with cloud forecasting tools such as Anaplan
• Preferred: advanced degree or MBA degree

Demonstrates expertise in financial planning and analysis, with a strong focus on expense management, forecasting, and data-driven decision-making. Proven ability to collaborate with leadership and cross-functional teams to drive operational efficiency and strategic growth.

• Financial Metrics Development
• Expense Forecasting
• Workforce Planning
• Strategic Expense Management
• Excel Mastery
• Financial Reporting
• Process Improvement
• Analytical Support
• Long-Range Financial Projections
• Performance Tracking

• Strong Communication Skills
• Collaboration
• Self-Starter
• Curious
• Proactive

• Bachelor’s Degree In Finance
• MBA Degree (Preferred)

• SaaS-Based Business
• Financial Analysis
• Business Partnerships
• Dynamic Environment
• Cost-Saving Opportunities

• Anaplan
• Cloud Forecasting Tools