Senior FP&A Analyst

LeanDataSanta Clara, CA
Hybrid

About The Position

LeanData is looking for a high-impact Senior FP&A Analyst to drive financial planning, strategic analysis, and business partnership across the organization. This role goes beyond execution, you will serve as a trusted advisor to business leaders, owning financial insights that shape key decisions and influence company direction. As a key member of the Finance team, you will lead planning processes, build scalable models, and proactively surface insights across revenue, spend, and overall business performance. You will have end-to-end ownership of key functions or business units and play a critical role in driving financial rigor and accountability. This role reports to the Director of FP&A and offers high visibility across senior leadership in a fast-paced, high-growth SaaS environment. Hybrid: This role is based in our Santa Clara office, with a flexible hybrid schedule that includes three in-office days per week (Monday, Wednesday, and Thursday).

Requirements

  • 5+ years of experience in FP&A, strategic finance, or related roles, ideally in a high-growth SaaS environment
  • Proven ability to own financial planning end-to-end.
  • Strong understanding of SaaS metrics (ARR, churn, NDR, CAC/LTV) and how they inform business decisions
  • Advanced modeling skills in Excel / Google Sheets with a focus on scalability and usability
  • Demonstrated ability to influence stakeholders and partner effectively with senior leadership
  • Strong business judgment with the ability to connect financial insights to strategic outcomes

Nice To Haves

  • Experience with SQL and large-scale data analysis
  • Familiarity with BI tools (Looker, Tableau, Power BI)
  • Exposure to data warehouses (Snowflake, BigQuery)
  • Experience working closely with Data or Analytics teams (e.g., dbt)

Responsibilities

  • Own budgeting and forecasting, partnering directly with senior leaders to align financial plans with strategic priorities
  • Lead driver-based modeling across revenue, headcount, and operating expenses, ensuring scalability and accuracy
  • Proactively identify risks and opportunities, and influence decision-making through data-driven recommendations
  • Lead scenario planning and long-range forecasting to support strategic initiatives and executive planning
  • Act as a thought partner to GTM and G&A leaders, challenging assumptions and driving financial accountability
  • Own monthly and quarterly business reviews, delivering clear, concise narratives to senior leadership
  • Translate financial and operational data into actionable insights that inform company strategy
  • Ensure consistency and integrity of key SaaS metrics (ARR, churn, NDR, CAC, etc.) across the organization
  • Proactively surface trends, risks, and opportunities with clear recommendations—not just analysis
  • Drive improvements in FP&A processes, reporting frameworks, and planning cadence to support scale
  • Lead automation efforts across forecasting and reporting workflows to reduce manual effort
  • Partner with Finance, Data, and Systems teams to enhance data quality and reporting infrastructure
  • Establish best practices for financial modeling, reporting, and cross-functional alignment
  • Leverage large datasets to inform forecasting, cohort analysis, and performance tracking
  • Utilize tools such as SQL and AI (e.g., ChatGPT, Claude) to deepen analysis and improve efficiency
  • Partner closely with Data teams to define metrics, improve data accessibility, and enhance reporting capabilities

Benefits

  • LeanData covers employee insurance premiums up to 90%
  • Stock options for all full-time employees
  • Flexible PTO
  • 401(k) plan

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

11-50 employees

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