FP&A Analyst

JOB SUMMARY

We are seeking an FP&A Analyst to play a key role within the Finance organization, supporting expense management, revenue analysis, and consolidated financial reporting. This role partners closely with Accounting, Sales, Operations, IT, HR, and business leaders to deliver accurate forecasts, insightful reporting, and decision-support analysis. The analyst will balance detailed expense ownership with broader FP&A responsibilities, including revenue tracking, performance analysis, and company-wide financial consolidation.

Key Responsibilities:

Expense Management & Forecasting 

• Own operating expense tracking and forecasting across departments, including vendor spend, contractor costs, and headcount-related expenses 
• Maintain rolling forecasts, incorporating actuals, contract changes, and updated business assumptions 
• Partner with budget owners to understand spend drivers and timing impacts 
• Support vendor renewal planning and cost change analysis 
• Perform monthly forecast actualization and variance analysis 

Revenue Analysis & Support 

• Support revenue forecasting and performance tracking in partnership with Sales, Accounting, and FP&A leadership 
• Analyze revenue trends, pipeline conversion, and variances vs. plan 
• Assist with bookings, revenue, and margin analysis as part of monthly and quarterly reporting 
• Support ad hoc revenue analysis and scenario modeling for leadership 

Month-End Close & Accrual Support 

• Prepare and review expense-related accruals in partnership with Accounting 
• Maintain supporting schedules and assist with month-end close activities 
• Reconcile forecast vs. actual variances for both expense and revenue, documenting key drivers 
• Upload forecast updates into NetSuite and ensure alignment with Accounting records 

Consolidated Reporting & Management Packages 

• Prepare monthly consolidated financial reporting, including P&L summaries, expense and revenue variance analyses, and key insights 
• Support quarterly and annual reporting packages for executive leadership and the Board 
• Ensure consistency, accuracy, and clear financial storytelling across all FP&A deliverables 

Planning & Strategic Support 

• Support the Annual Operating Plan (AOP) and long-range planning processes, including bottoms-up modeling and consolidation 
• Assist with scenario analysis, sensitivity modeling, and business case evaluation 
• Partner with FP&A leadership to improve forecasting accuracy, reporting quality, and analytical depth 

Process Improvement & Systems 

• Maintain and enhance FP&A models, templates, and documentation 
• Identify opportunities to automate and streamline reporting and forecasting processes 
• Leverage financial systems, BI tools, and AI-enabled workflows to improve efficiency and insight

What you’ll need:

• Bachelor’s degree in Finance, Accounting, Economics, or related field 
• 3–6 years of experience in FP&A, finance, accounting, or a similar analytical role 
• Solid understanding of financial statements, forecasting, and variance analysis 
• Advanced Excel skills (financial modeling, large datasets, formulas) 
• Experience working with ERP systems (NetSuite preferred) 
• Strong attention to detail with the ability to manage multiple priorities and deadlines

Nice-to-Have Qualifications:

• Experience supporting both expense and revenue forecasting 
• Familiarity with SaaS or services-based revenue models 
• Exposure to planning tools, BI platforms, or automation solutions 
• Experience working cross-functionally with Sales, Operations, and IT

 

If you are a highly motivated and results-driven individual, with a passion for driving growth in a fast-paced, entrepreneurial environment,  we encourage you to apply for this exciting opportunity. We offer a competitive salary, comprehensive benefits package, and a dynamic work culture that values collaboration, innovation, and personal development.

 

Base Compensation: $100,000 - $110,000