Senior Financial Analyst
About The Position
The Senior Financial Analyst is a strategic partner within the FP&A function, responsible for driving the company’s financial planning, revenue and operating expense forecasting, budgeting, and reporting processes. This role will be a key contributor to the evolution of our FP&A capabilities, including the implementation and ongoing enhancement of a new AI-powered business planning tool. The Senior Financial Analyst will deliver actionable insights, support executive decision-making, and help shape the company’s financial future through advanced analysis and process improvement. Success will depend on excellent attention to detail, strong critical thinking, a strategic mindset, and the capability to work effectively and become a trusted advisor to cross-functional partners. 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
- Bachelor’s degree in Finance, Accounting, Economics, or a related field is required
- 5+ years of progressive FP&A experience
- Strong track record in forecasting (revenue & OPEX), budgeting, variance analysis, and financial reporting
- Advanced Excel and financial modeling skills
- Proven ability to utilize AI technology to enhance financial reporting, forecasting and insights
- Demonstrated experience in preparing and presenting financial reports and materials for executive audiences (Board, C-suite, etc.)
- Experience providing analytical support to operations, marketing, and other business functions
- Demonstrated ability to partner with cross-functional partners and department budget leads
- Excellent communication, collaboration, and business partnership skills
Nice To Haves
- MBA or related advanced degree preferred but not required
- Experience with FP&A software/tools (Pigment, Anaplan, Adaptive Insights, or similar) strongly preferred
- Experience with NetSuite or ERP systems is a plus
Responsibilities
- Lead and enhance revenue and operating expense forecasting, budgeting, and long-term planning processes, ensuring accuracy and transparency
- Develop, maintain, and improve complex financial models to support business planning, scenario analysis, and strategic initiatives
- Serve as a financial advisor to all department budget leads, working closely with cross-functional teams to help them understand the financial implications of their decisions and drive alignment with company goals
- Drive variance analysis and deliver clear, actionable explanations for deviations from budget/forecast, with a focus on revenue, operating expenses, and key business drivers
- Prepare and present financial reports, dashboards, and presentations for senior management, Leadership, and cross-functional teams
- Play a lead role in the implementation, maintenance, and continuous improvement of the new FP&A tool (Pigment or similar), including requirements gathering, user acceptance testing, and training
- Leverage AI-enabled analytics tools to automate recurring reporting processes and generate data-driven insights
- Take a lead role in preparing templates, updating information to actuals, and providing support for cross-functional teams for Monthly Revenue Review meetings
- Develop, refine, and report out key performance indicators (KPIs) in partnership with business leaders
- Partner with business leaders to provide financial guidance, identify risks and opportunities, and support strategic decision-making
- Conduct ROI analysis for marketing promotions, projects, and major initiatives, providing recommendations to maximize returns
- Provide analytical support to the Operations team in relation to COGS, including analysis of product costs, inbound freight, outbound freight, and third-party support costs
- Assist in the preparation of financial materials for Board Meetings, All Hands Meetings, Monthly Financial Reviews, and other internal meetings
- Identify and implement process improvements to increase the efficiency and effectiveness of FP&A activities
- Drive automation and continuous improvement of reporting and data collection processes
- Support ad hoc analysis, special projects, and strategic initiatives as needed
- Mentor and provide guidance to junior FP&A team members
Benefits
- yearly bonus
- award units
- comprehensive benefits package
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
