Senior Associate, FP&A
About The Position
We are seeking a Senior Associate to join the Finance Team at Vista Equity Partners. This role will partner closely with FP&A and Accounting leadership to modernize finance processes. The ideal candidate combines a strong understanding of financial statements and FP&A processes with experience leveraging data tools such as VBA/SQL and workflow automation solutions. This individual is intellectually curious and motivated to build scalable solutions, including AI-enabled tools—that enhance speed, accuracy, and decision-making across the finance organization. This role will be based in our San Francisco or Austin office in a hybrid capacity.
Requirements
- Bachelor’s degree in finance, Accounting, or related field (Computer Science or Data-related background is a plus)
- 4–6 years of combined experience across FP&A, Accounting, strategic finance, finance technology, or related roles
- Strong understanding of financial statements (P&L, balance sheet, cash flow) and core FP&A processes (budgeting, forecasting, variance analysis)
- Advanced Excel modeling skills, including experience building structured, driver-based financial models.
- Strong communication skills—able to translate between technical and finance audiences and train end users on new solutions
- High attention to detail, strong analytical judgment, and ownership mindset
Nice To Haves
- Experience with Power Platform including Power BI, Power Automate, Power Apps is a plus
- Familiarity with VBA, Power Automate, SQL, Python, or other automation tools is a plus
Responsibilities
- Support firm-wide annual budgeting, rolling forecasts, and scenario analysis using scalable, driver-based models.
- Help in building and maintain dynamic Excel models supporting P&L forecasting, Capital management, headcount planning, G&A spend, and allocation methodologies.
- Partner closely with Accounting team to ensure alignment between forecast, actuals, accruals, and financial reporting.
- Prepare executive-ready reporting packages and dashboards across Excel, Sigma, and Power BI
- Partner closely with business leaders across the firm to support expense and headcount planning
- Improve documentation, model governance, version control, and overall FP&A process discipline
- Develop tactical prototypes using Excel financial modeling to test and validate new finance technology ideas before full implementation
- Support ad hoc financial analyses and special projects for senior leadership
- Identify opportunities to streamline budgeting, reporting, and ME close processes.
- Partner with FP&A, Accounting, and Finance Technology teams to enhance planning and reporting infrastructure
- Leverage advanced Excel capabilities and AI tools to automate recurring workflows
- Support development of lightweight internal tools and automation solutions that improve data accuracy and reporting speed
- Evaluate emerging AI-enabled solutions and recommend practical applications within finance workflows
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
