FP&A Analyst II

Imperative Care • Campbell, CA

2d • $88,000 - $105,000 • Hybrid

About The Position

This position performs complex financial analysis, reporting, forecasting, and budgeting, often focusing on variance analysis, strategic planning support, and cross-functional collaboration to provide financial insights for decision-making in a fast-paced environment. The Financial Planning and Analysis (FP&A) Analyst II will partner with specific budget owners with guidance from the Sr. Director to analyze, forecast, and report all aspects of departmental operating expenses. The Analyst will collaborate with the rest of the FP&A team on crafting the consolidated P&L, analyzing high ROI activities, supporting process improvement efforts, generating budget vs actual analysis, and completing other ad hoc projects.

Requirements

• Bachelor’s degree in accounting, finance or related field, and 1-3 year of relevant experience; or a combination of education/training and experience
• Excellent communication skills (both written and verbal) and the ability to collaborate effectively with different teams
• Excellent organizational skills and an ability to prioritize effectively to deliver results within reasonably established timelines; result-oriented with a strong belief in personal integrity and accountability
• Analytical mindset with strong attention to detail and experience working with excel models
• Drive and ability to learn quickly and grow in a fast-paced environment

Responsibilities

• Financial Analysis & Reporting: Analyze financial data, identify variances, create performance scorecards, and prepare detailed reports for management.
• Forecasting & Budgeting: Assist in developing long-range plans, budget plans, and financial models, proposing adjustments aligned with company goals.
• Variance Analysis: Investigate discrepancies between actuals and forecasts, escalating significant findings to leadership.
• Collaboration: Work closely with Accounting, business partners and other departments to gather data, provide financial context, and support strategic initiatives.
• Process Improvement: Support the automation and standardization of FP&A tools and systems and recommend improvements to financial processes.
• Ad-Hoc Analysis: Conduct special projects, business case analyses, and provide high-quality insights as needed by senior leadership
• Help maintain Adaptive Insight model platform and upload actuals for P&L, balance sheet, capex, headcount into the system monthly and as required.
• Participate in monthly close, quarterly forecasts, annual budget, and long-term planning processes.
• Help drive monthly actual versus budget plan reporting & variance analysis for department business partners, identify variances against forecast and generate commentary to communicate drivers.
• Collaborate with Accounting on month-end close to ensure accuracy and completeness of expenses, accruals, and explanations of variances to plan.
• Support process improvement efforts and participate in reporting enhancements, working closely with business optimization, sales operations, and data analytics teams, with a mindset of continuous improvement.

Benefits

• Employee Benefits include a stake in our collective success with stock options, bonus, competitive salaries, a 401k plan, health benefits, generous PTO, and a parental leave program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees