Senior Financial Analyst (Consolidation)

symplr•,

1d•$100,000 - $120,000

About The Position

Reporting to the Senior Director, Corporate FP&A & Enterprise Functions, the Senior Financial Analyst owns the company’s consolidated financial model and financial metrics framework. The role integrates validated revenue and functional plans from Finance Business Partner teams into a unified outlook for revenue, gross margin, operating expenses, EBITDA, and other key results. It validates cross-functional assumptions and dependencies and translates consolidated results into actionable company-wide insights. The analyst partners with FP&A teams supporting Sales and Marketing/GTM, Product and Professional Services, R&D and Engineering, and Enterprise Functions, and serves as the Finance Business Partner for designated G&A functions. The role supports forecasts, budgets, long-range plans, executive reporting, scenario analysis, and the development and governance of financial metrics. It also works with systems teams and external consultants on approved consolidation logic, model integrations, and metric calculations in the planning environment.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related discipline.
At least five years of relevant experience in FP&A, corporate finance, financial modeling, or a comparable analytical role.
Proven experience building or maintaining consolidated P&L forecasts and financial models.
Experience consolidating inputs across multiple functions, business units, or operating models.
Experience supporting annual budgets, rolling forecasts, long-range plans, and scenario planning.
Experience defining, calculating, or governing company-wide financial and operating metrics.
Experience providing FP&A support to business functions or G&A leaders.
Strong financial modeling, analytical, critical-thinking, and problem-solving skills, including the ability to combine multiple functional models into a consolidated company view.
Strong knowledge of income-statement relationships, forecasting, budgeting, long-range planning, variance analysis, and scenario modeling.
Excellent written and verbal communication and business-partnering skills, including the ability to explain model results to technical and nontechnical audiences and collaborate across FP&A, Accounting, and business leadership.
Advanced Excel proficiency and experience with financial planning platforms.
Strong organizational and documentation skills, including model governance, assumption tracking, metric definitions, and process documentation.
Ability to manage competing priorities and recurring deliverables in a fast-paced environment, with strong attention to detail and awareness of broader business and financial implications.

Nice To Haves

Experience in SaaS or another subscription-based business.
Experience in a private equity-backed organization.
Familiarity with planning systems such as Adaptive and BI tools such as Power BI.
Experience working with ERP, CRM, business intelligence, or other financial data sources.
Familiarity with data-querying, analytics, and visualization tools.

Responsibilities

Own and continuously improve the consolidated financial model, integrating assumptions and outputs for revenue, gross margin, labor, operating expenses, EBITDA, and other material measures across forecasts, budgets, and long-range plans.
Partner with Finance Business Partner teams to understand and consolidate forecasts and models for revenue, Professional Services, CVO, Product, R&D, G&A, labor, and other operations.
Maintain links and reconciliations among functional models, the consolidated P&L, actual results, and executive reporting, partnering with Accounting to resolve material variances.
Review functional plans for consistency and identify dependencies, gaps, duplicate or conflicting assumptions, risks, opportunities, and potential management actions.
Develop company-wide scenarios and sensitivity analyses showing how changes in functional drivers affect consolidated P&L results, and inform recommendations.
Own the company-wide financial metrics framework, including standard definitions, calculation methods, governance, documentation, and reporting consistency, in partnership with functional metric owners.
Support monthly and executive reporting with consolidated analysis, KPI reporting, validated model outputs, company-wide scenarios, and key risks and opportunities.
Analyze company-wide variances and work with Finance Business Partners to connect functional drivers to consolidated financial impacts.
Serve as Finance Business Partner for designated G&A functions, supporting budgets, forecasts, monthly budget-to-actual analysis, headcount and purchase requests, business cases, ad hoc decisions, and recommendations to functional leaders.
Partner with systems teams and external consultants to document and implement approved consolidation logic, model integrations, and metric calculations in the planning environment.
Maintain model documentation, assumption tracking, data-validation controls, and governance standards, and identify opportunities to automate recurring consolidations, reconciliations, scenario analyses, and KPI reporting.
Present financial findings, scenarios, implications, and recommendations clearly to FP&A leaders and other stakeholders.
Support Corporate FP&A’s ownership of executive deliverables and the consolidated financial narrative by providing validated results, metrics, scenarios, and analysis.
Complete other duties and projects as assigned.