Senior FP & Analyst

Square Trade is the fastest growing company of its kind. We're revolutionizing a $30b industry with service innovation and attention to customer satisfaction. We partner with some of the largest, most sophisticated retailers and carriers in the world (The Home Depot, Walmart, Target, Amazon, Costco, and T‑Mobile to name a few), consistently win industry awards, have received tens of thousands of 5-star reviews ...

and we're just getting started. A member of the Allstate family, Square Trade has headquarters in San Francisco and London.

The FP & A team combines the functions of financial planning, business intelligence, and advanced analytics. We take an end-to-end view of the business financially and operationally, providing actionable insights that influence strategic decision-making across the organization. The team is responsible for financial reporting and dashboard development, budgeting and forecasting, long‑range planning, risk management and pricing analyses, business performance insights, and decision support for senior leaders across Sales, Operations, Customer Experience, Product, and Corporate Functions.

The Senior FP&A analyst serves as a strategic analytical partner to leaders across the organization, leveraging advanced financial, operational, and analytical expertise to drive business performance and decision-making. This role is responsible for developing sophisticated financial and forecasting models, evaluating business opportunities, identifying emerging trends and risks, and delivering actionable insights that influence operational and financial outcomes. The position owns complex analytical frameworks, supports enterprise planning activities, and partners closely with business stakeholders to improve forecasting accuracy, optimize performance, and inform strategic decisions.

The ideal candidate brings deep expertise in financial planning, forecasting, business intelligence, and advanced analytics. They are highly skilled at translating complex data into actionable recommendations, influencing decisions without direct authority, navigating ambiguity, and driving improvements through data, insights, and analytical rigor. This role reports to the Director, Financial Planning & Analysis.

• Lead complex financial planning, forecasting, and performance analysis activities for revenue, operating expenses, and key business drivers.
• Develop, maintain, and continuously improve sophisticated financial, operational, and predictive models that support strategic planning, investment decisions, pricing analyses, and business forecasting.
• Perform advanced analysis of financial and operational data to identify trends, risks, opportunities, and drivers of business performance.
• Drive variance analysis and root‑cause investigations, providing actionable recommendations to improve business outcomes and forecast accuracy.
• Partner with leaders across functions to evaluate initiatives, build business cases, assess financial impacts, and support strategic decision‑making.
• Design and enhance reporting frameworks, dashboards, performance metrics, and business intelligence solutions that improve visibility into business performance.
• Advance the organization's forecasting capabilities by improving methodologies, assumptions, predictive modeling approaches, and data integration practices.
• Identify opportunities to improve reporting automation, analytical efficiency, data governance, and data quality through process enhancements and technology solutions.
• Lead complex cross‑functional projects involving financial planning, business analytics, operational performance, and process optimization.
• Develop innovative analytical methodologies that improve the organization's understanding of historical performance and future business outcomes.
• Deliver executive‑ready analyses, recommendations, and presentations that translate complex quantitative findings into actionable business insights.
• Serve as a subject‑matter expert in financial analytics, forecasting, and business intelligence while mentoring less experienced analysts and contributing to best practices across the function.
• Ensure the…