Senior Financial Analyst

NAVEX • Lake Oswego, OR

3d • Hybrid

About The Position

The Senior Financial Analyst is a core member of a tight-knit FP&A team, reporting to the Associate Manager, FP&A with direct exposure to the VP of FP&A and CFO on board materials, operating reviews, and strategic planning. This role will own a high-impact territory across COGS, Product & Engineering, Facilities, IT, & Information Security — leading budgeting and forecasting cycles, owning monthly variance analysis, and identifying process improvements. The company is a global leader in integrated risk and compliance management software, trusted by over 10,000 customers. The role is a hybrid position within a collaborative team environment.

Requirements

• A BA/BS in Finance, Accounting, Economics, or STEM field
• 5+ years in FP&A, accounting, or a similarly analytical finance role
• Advanced Excel and strong financial modelling skills
• High ownership and pace — you prioritize ruthlessly, move work forward without being asked, and deliver with precision under tight timelines
• Culture Agility. Comfort working in a fast-paced, candid environment that values innovation, healthy debate, and follow-through
• AI Readiness. Curiosity and willingness to use AI and emerging technologies to elevate your work and deliver smarter outcomes
• Fuel performance and outcomes. Leverage your job competencies and champion NAVEX’s core values

Nice To Haves

• bonus points for SaaS, software, and/or PE-backed environments
• experience with NetSuite, Planful, or similar planning / ERP tools is a plus
• Insatiable curiosity about the business behind the numbers, and the judgment to know which variances matter

Responsibilities

• Drive the financial story behind a high-impact FP&A territory — including COGS, Product & Engineering, IT, Information Security, & Facilities — owning budgeting, forecasting, and monthly analysis end-to-end
• Sit at the table with business leaders, translating their priorities into financial plans and pushing back where the numbers tell a different story
• Build the models that drive real decisions — driver-based forecasts, scenario analysis, ROI cases, and resource plans that shape where the company invests next
• Turn variance into action — connect actuals vs. budget into clear recommendations that change how the business operates, not just how it reports
• Move at the speed of the business during forecast, budget, and close cycles — Planful, NetSuite, and Excel are your toolkit for delivering answers with pace, urgency, and accuracy
• Get in front of senior leadership — author the financial narratives, risk/opportunity callouts, and operating review materials that the CFO and FP&A leadership take into board and executive forums
• Own CapEx strategy for R&D and technology investments — project-level analysis, forecast updates, and the cross-functional alignment that keeps spend tied to outcomes
• Upgrade the FP&A function itself — sharpen models, modernize reporting tools, and bring structure to a fast-moving environment where your improvements stick

Benefits

• Meaningful Purpose. Your work helps organizations operate with integrity and protect their people—at a scale few companies can match.
• High-Performance Environment. We move with urgency, set ambitious goals, and expect excellence. You’ll be trusted with real ownership and supported to do the best work of your career.
• Candid, Supportive Culture. We communicate openly, challenge ideas—not people—and value teammates who embrace bold thinking and continuous improvement.
• Growth That Matters. You can count on authentic feedback, strong accountability, and leaders invested in your success so you can achieve real growth.
• Rewards for Results. We provide clear, competitive compensation designed to recognize measurable outcomes and real impact.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior