FP&A Analyst

Face Reality•San Ramon, CA

6h•Hybrid

About The Position

The FP&A Analyst is a hybrid finance and commercial analytics role that connects company-wide financial planning with day-to-day sales performance insights. This position supports strategic planning, budgeting, forecasting, and long-range modeling while also delivering timely and accurate sales reporting, KPI/dashboarding, and analysis to inform key revenue decision makers. The role partners cross-functionally with Finance, Sales, Marketing, and Sales Operations to align performance definitions and key assumptions, improve visibility to revenue and margin drivers, and provide actionable insights that guide prioritization and execution across the commercial organization. Success in this role requires strong analytical skills, attention to detail, and the ability to translate complex data into clear recommendations for stakeholders via reports and dashboards. This position is a Hybrid position working out of our San Ramon office Tuesday - Thursday and remotely Mondays and Fridays. Please note this position is not eligible for visa sponsorship. Candidates must have authorization to work in the US without current or future sponsorship.

Requirements

BS or BA in Accounting, Finance, or Business Administration and 5 years of related work experience or an MBA and 3 years’ worth of work experience
3 to 5+ years of professional experience, ideally in financial planning and analysis
Experience in budgeting, forecasting and financial modeling
Advanced Excel Skills
Proficient with Financial Software and Data Analysis Tools such as PowerBI
Exposure to leveraging AI tools to design reports and efficiently summarize insights
Demonstrated ability to support key sales functions, including sales performance reporting, KPI/dashboarding, and sales trend analysis
Strong analytical and problem solving abilities
Practices outstanding attention to detail
Has excellent organizational skills
Ability to thrive in a team-oriented, collaborative environment
Applies creativity in generating solutions to problems
Listens well and has strong communication skills
Drives for results and is results oriented
Manages change well; growth, problems, difficulties

Nice To Haves

Experience with NetSuite or ERP software systems is preferred

Responsibilities

Develop, maintain and update financial models to support budgeting, forecasting and long-term planning
Assist with coordinating the annual budgeting process and in preparing individual department expense budgets
Report on and monitor sales, cogs and expense performance against budget and forecast providing substantive explanations for variances
Use and interpret recurring sales dashboards and KPI reporting (e.g., revenue by channel/product, by cohort, monthly spend, units) to enable weekly and monthly business reviews
Deliver standardized sales performance reporting packages and ad hoc analysis to support decision-making and business reviews
Analyze sales trends and performance drivers (price, volume, mix, promotions, seasonality) and translate findings into clear recommendations for cross-functional partners
Partner with Sales, Marketing and Sales Operations to align definitions, ensure data accuracy across systems, and support analysis of pipeline, accounts and revenue performance
Support revenue forecasting by consolidating inputs, tracking key assumptions, and reporting performance versus forecast with actionable variance commentary
Serve as a financial advisor to other departments to help them understand the financial implications of their decisions
Prepare reports and presentations to summarize results, insights and provide recommendations
Support long term financial planning (five-year plan, etc.)
Provide analytical support including ROI analysis on contemplated marketing promotions, projects and major initiatives
Analytical support for the quarterly sales commission process including customer level sales forecasting and reporting
Review and analysis of sales volumes projected in relation to planned new product launches
Aid in the preparation of financial materials for Board Meetings, All Hands Meetings, Monthly Financial Reviews and various other internal meetings
Analyze key performance indicators (KPI’s) and communicate findings to Senior Management
Support ad hoc analysis and projects
Identify opportunities to improve financial processes, systems and tools
Leverage AI to efficiently analyze data and summarize for stakeholders