Senior Financial Planning & Analysis Analyst

College Track • Oakland, CA

54d • $101,200 - $126,500 • Hybrid

About The Position

The Senior Financial Planning & Analysis (FP&A) Analyst plays a critical role on the College Track Finance team by providing analytical insight, data-driven recommendations, and financial support to guide strategic and operational decision-making, and financial stewardship across the organization. This position supports the organization’s budgeting, forecasting, and reporting processes, ensuring accurate and timely financial analysis that informs both near-term execution and long-term planning. . The position reports to the Director of FP&A.

Requirements

• Bachelor degree in Finance, Accounting, Mathematics or related field. MBA a plus
• Minimum 5 years of progressive experience in financial planning and analysis
• Familiarity with fundamental accounting processes and rules
• Demonstrated analytical proficiency in data research and evaluation
• Expert knowledge of MS Excel and database skills.
• Technologically adept, with experience managing or optimizing financial systems and tools.
• Agility and the capability to think strategically while executing tactically within in a lean and resource-constrained environment
• Exceptional communication skills with demonstrable ability to write effectively, speak persuasively, and listen attentively
• Superior organizational and project management skills with strong affinity for detail
• Illustrated dedication to meeting requirements of internal and external customers
• Uses sound judgment to prioritize and meet deadlines, copes well with change, and maintains composure under pressure
• Is accountable for results, approaches obstacles proactively and looks for ways to resolve issues
• A consummate learner who is interested in being a vested, positive member of the team
• High level of self-awareness, humility, and emotional intelligence

Responsibilities

• Manages and updates monthly financial forecasts and performance metrics.
• Partners cross-functionally to design, enhance, and interpret performance dashboards and KPIs that elevate organizational transparency, enable data-driven decisions, and strengthen accountability across teams.
• Assists in ongoing maintenance, report building, dashboard(s) and administration of the budgeting and forecasting system.
• Works closely with Accounting staff to take part in the close process including loading actuals into forecasts.
• Leads personnel-related financial planning and analytics by partnering with HR to model headcount, compensation, and benefits; tracking vacancy savings and labor distribution; and ensuring staffing decisions are financially sustainable, strategically aligned, and connected to organizational capacity and program impact.
• Prepares annual financial plan in conjunction with input from all budget owners.
• Ensures budgeted expenses are documented and supported, properly calendared and in line with the organization’s overall strategic plans and program model.
• Works with department heads to ensure budgeted goals are met; coordinates budget revisions and ensures communication to department heads.
• Proactively analyzes and interprets trends impacting operations, cash flow, and capital investments; identifies risks and opportunities, and partners with stakeholders to develop data-driven solutions.
• Builds strong, solution-oriented partnerships with budget owners by responding promptly to needs while holding teams accountable to financial goals, timelines, and policies.Recommends improvements and develops strategies to improve overall department effectiveness and efficiency.
• Conducts ad-hoc analyses and projects that inform decision-making, promote financial stewardship, and support the effective use of resources toward organizational goals.

Benefits

• College Track provides access to extensive benefits centered around three core areas of wellness: health care, work-life balance, and financial security.
• We believe time off is essential to success and provide up to 23 discretionary time off days (Sick and Vacation) in addition to 23 paid office closures and holidays in your first year of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees