Sr. Lead FP&A

Round Glass•Bellevue, WA

9d•Onsite

About The Position

Roundglass is looking for a Sr. Lead FP&A to support strategies to help drive increased profitability, process efficiency, reduce costs, and overall business improvement support corporate FP&A (financial planning and analysis) process, initiatives, and reporting within Operations. As a Sr. Lead FP&A, you will play a key role in driving financial planning, forecasting, budgeting, and business performance analysis across the organization. You will partner with cross-functional leaders to deliver actionable financial insights, improve operational efficiency, optimize costs, and support strategic decision-making that drives sustainable business growth.

Requirements

Bachelor’s degree in finance, Accounting, Business Administration, or a related field; CPA or other relevant professional certification is a plus.
6–8+ years of progressive experience in financial planning and analysis (FP&A), accounting, financial analysis, or a related finance role.
Strong understanding of accounting principles, financial reporting, budgeting, forecasting, variance analysis, and cash flow management.
Experience working with cloud-based ERP systems; NetSuite experience is preferred.
Advanced Microsoft Excel skills, including financial modeling, data analysis, and reporting.
Strong analytical and problem-solving skills, with the ability to interpret financial data and provide actionable business insights.
Knowledge of financial controls, statutory compliance, governance processes, and finance process optimization.
Experience supporting or leading ERP, financial system, business intelligence (BI), or finance process automation initiatives.
Excellent verbal and written communication skills, with the ability to present financial information clearly to both finance and non-finance stakeholders.
Proven ability to manage multiple priorities, work independently, and adapt to changing business needs in a fast-paced environment.

Nice To Haves

Experience working in a high-growth, startup, or rapidly evolving organization is preferred.
Experience managing and working with Global Teams.

Responsibilities

Lead the annual budgeting, quarterly forecasting, and long-range financial planning processes to support business objectives.
Develop and maintain financial models to support strategic planning, scenario analysis, profitability analysis, and executive decision-making.
Analyze financial performance by preparing variance analyses against budget, forecast, and prior-year results, providing actionable insights and recommendations.
Prepare and present monthly and quarterly financial reports, dashboards, and executive summaries for senior leadership.
Partner with Accounting to ensure accurate and timely month-end and year-end financial close processes.
Align FP&A processes with accounting policies and financial systems to ensure consistency, accuracy, and compliance.
Drive the implementation, optimization, automation, and integration of ERP, business intelligence (BI), and financial planning systems to improve reporting capabilities and operational efficiency.
Prepare tax-related financial statement calculations, and disclosures for routine to moderately complex tax matters.
Support the preparation of financial data, schedules, and documentation for corporate tax filings.
Partner with cross-functional leaders to understand business performance, operational drivers, and strategic priorities.
Provide financial guidance and decision support for new products, market opportunities, capital investments, and operational initiatives through financial analyses, business cases, and recommendations.
Present financial insights and strategic recommendations to senior leadership to support informed business decisions.
Evaluate financial processes and internal controls to identify opportunities for increased efficiency, automation, standardization, and risk mitigation.