Strategic Financial Analyst, FP&A

What You'll Do

• Business Partnership: Serve as the primary finance point of contact for one or more business units or functions,
building trusted relationships with the ELT and senior stakeholders

• Planning & Forecasting: Own the annual budget, monthly forecast, and long-range planning processes for your
area(s), ensuring accuracy, timeliness, and alignment with company goals.

• Performance Analysis: Analyze monthly/quarterly financial results versus budget and forecast, identifying key
drivers of variance and translating them into clear, actionable narratives for leadership.

• Decision Support: Partner with stakeholders on strategic initiatives — pricing, headcount planning, investment
cases, new product launches — building financial models and business cases to support decision-making.

• Executive Reporting: Prepare board-ready and ELT-ready materials, including monthly business reviews, KPI
dashboards, and ad hoc analyses that connect financial performance to strategic priorities.

• Insight Generation: Proactively identify trends, risks, and opportunities in the business and bring
recommendations to stakeholders before they ask.

• Process Improvement: Continuously improve forecasting accuracy, reporting efficiency, and the tools/systems
used across FP&A (e.g., Adaptive, Excel/Google Sheets modeling).

• Cross-Functional Collaboration: Work closely with Accounting, Sales, Operations, and other departments to
ensure consistent, accurate financial data across the organization.

What We're Looking For

• Bachelor's degree in finance, Accounting, Economics, or a related field.

• 3–6 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical
role.
• Demonstrated experience presenting to and influencing senior leaders (VP-level and above)

• Advanced financial modeling skills in Excel/Google Sheets; comfort building models from scratch.

• Experience with FP&A or BI tools (e.g., Adaptive Insights, NetSuite, Tableau, Power BI) a strong plus.

• Strong SQL or data manipulation skills a plus but not required.

• Excellent communication skills — able to translate complex financial concepts into clear, business-relevant
language for non-finance audiences.

• A natural business partner: curious, proactive, and comfortable pushing back constructively when the data tells
a different story.

• High attention to detail balanced with the ability to zoom out and see the bigger picture.

• Comfortable operating in ambiguity and prioritizing across competing demands in a fast-paced environment

What Success Looks Like

 • ELT and key stakeholders view you as a go-to thought partner, not just a numbers provider.
• Forecasts and budgets are increasingly accurate and trusted across the organization.
• Your analysis directly informs strategic decisions — pricing changes, investment approvals, resource allocation.
• Finance is seen as embedded in the business, not siloed from it