Senior Financial Analyst
About The Position
The Senior Financial Analyst will play a critical role in supporting the company’s Financial Planning & Analysis (FP&A) function, with a primary focus on cost management by brand and functional area. This role will own and drive the headcount and payroll planning process, ensuring timely approvals, accurate forecasting, and ongoing adherence to budget targets. The analyst will be responsible for reconciling and continuously improving the headcount forecast, providing clear visibility into staffing-related cost drivers and variances. In addition, the Senior Financial Analyst will own vendor spend management by partnering closely with Accounting and business owners. This includes ensuring software, contractor, and professional services expenses are budgeted correctly, monitoring spend versus plan, and proactively managing and offsetting variances. The position is ideally based in San Diego, CA with a hybrid work schedule (3 days per week in office). Remote will be considered for the right candidate.
Requirements
- 4+ years of experience in finance
- HC / Payroll end-to-end budget management of HC 500+ and >$50M
- Ability to incorporate feedback and adjust approach as necessary
- Operate independently with persistent curiosity
- Excellent communication skills
- Desire to build, enhance and take ownership of processes and reporting
- Strong Microsoft Excel and PowerPoint skills
- Understanding of operational KPIs, budgeting process and report design
- Understanding of GAAP
- Previous experience pulling transactional details from an ERP (SAP, NetSuite, etc..)
- Experience building an annual budget in an FP&A tool (Anaplan, Adaptive, etc…)
- Ability to proactively identify and research variances to budget
- Embraces change and flexibility
Nice To Haves
- Prior SaaS or relevant industry experience is nice to have but not required
Responsibilities
- HC / Payroll Process Owner: Conduct weekly HC approvals, monthly reconciliations vs. budget, quarterly reforecasts, and become systems and process expert for FP&A team. Report changes and quickly understand monthly variances.
- Vendor Spend Management: Collaborate closely with the accounting team and business owners to ensure timely and accurate financial reporting, including the preparation and review of financial statements, and adherence to budget.
- Revenue Reporting: Prepare customer-level monthly recurring revenue (MRR) reports and conduct flux analysis to identify trends and variances.
- Product Leadership Strategy: Lead monthly financial reviews with general managers and functional leadership to discuss performance, variances, and areas for improvement.
- Budget & Reforecasting: Manage the budgeting and reforecasting processes, ensuring alignment with company goals and providing accurate and timely financial projections.
- Financial Package Preparation: Prepare comprehensive financial packages for the Board of Directors and Investor team, providing insights and recommendations based on financial data.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
