Senior Financial Analyst, FP&A

Pellera

1d•Remote

About The Position

The Senior Financial Analyst, FP&A will partner with FP&A leadership to drive strategic initiatives, special projects, and continuous improvement across the FP&A function. This role involves leading the development and maintenance of sophisticated financial models, KPI dashboards, and reporting packages that support short-term forecasting and long-term strategic planning. The analyst will own the monthly variance analysis process, identifying and communicating deviations between actuals and forecasts, and delivering actionable recommendations to senior leadership. They will also drive the annual budgeting process end-to-end, coordinate with various stakeholders, and partner with Practice and Regional leaders to prepare, analyze, and interpret monthly financial results. Additionally, the role includes monitoring and reporting on key financial metrics, preparing materials for Board of Directors meetings, supporting lender reporting requirements, assisting with investor inquiries, analyzing market trends, and serving as a finance partner to cross-functional teams.

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, or related field
Experience in financial planning and analysis, corporate finance, budgeting, mergers and acquisitions, or investment banking
Proficiency in financial software and tools, including ERP systems, advanced Excel and PowerPoint
Strong analytical and modeling skills, with the ability to translate complex financial data into actionable insights
Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders
Strong initiative and team management skills, fostering a collaborative and results-oriented work environment

Nice To Haves

Professional certification such as CPA, CFA, or equivalent is a plus
Experience in SQL, PowerBI, or Datarails or other FP&A planning tools is a plus

Responsibilities

Partner with FP&A leadership to drive strategic initiatives, special projects, and continuous improvement across the FP&A function
Lead the development and maintenance of sophisticated financial models, KPI dashboards, and reporting packages that support short-term forecasting and long-term strategic planning
Own the monthly variance analysis process — identifying and communicating meaningful deviations between actuals and forecasts, and delivering actionable recommendations to senior leadership, including business segment leaders and the executive team
Drive the annual budgeting process end-to-end by coordinating with regional controllers, department heads, and senior leadership to build comprehensive, accurate budgets
Partner with Practice and Regional leaders to prepare, analyze, and interpret monthly financial results, working with the accounting team to identify and resolve discrepancies
Monitor and report on key financial metrics and KPIs to assess the financial health of the global organization, proactively flagging trends, risks, and opportunities
Prepare and support materials for Board of Directors meetings, including financial summaries, performance updates, and strategic analysis packages
Support lender reporting requirements by preparing covenant compliance schedules, borrowing base calculations, and other periodic deliverables required under credit agreements
Assist in responding to investor and shareholder inquiries by compiling financial data, preparing ad hoc analyses, and supporting due diligence processes
Analyze market trends, competitive dynamics, and economic indicators to anticipate potential impacts on the company's financial position and inform strategic decision-making
Serve as a trusted finance partner to cross-functional teams — including Sales, Marketing, Operations, and HR — providing financial insights that support strategic initiatives and business expansion efforts