FP&A Financial Analyst: Strategic Budgeting & Forecasting

UST; Santa Clara (CA); On-site; USD 52,000 - 73,000; Full time

Benefits offered by this job

Paid time off

401(k) with employer matching

Medical, dental, and vision insurance

HSA/FSA options

Life and disability insurance

Job summary

UST is seeking a Financial Analyst - FP&A to support budget cycles, allocations analyses, and systems inputs for the Global Workforce and Infrastructure team. The role involves financial modeling, cost tracking across geographies, and preparing leadership-facing reports.

Ideal candidates have 2–5 years of FP&A experience, strong Excel modeling, and familiarity with Tableau, Anaplan, and SAP/BPC. Hybrid cross-functional collaboration across the US is expected.

Qualifications

• 2-5 years of experience in FP&A, budgeting, and forecasting.
• Bachelor’s degree in finance, economics, accounting, or related field with 2-5 years’ experience.
• Strong forecasting, budgeting, financial planning, and variance analysis.
• Advanced Excel skills and experience with financial modeling and large datasets.

Responsibilities

• Drive financial modeling and analysis to support expense and capital management for GWI.
• Utilize AI and enterprise tools to develop a cost tracking framework across geographies and segments.
• Support quarterly forecast and annual operating plan processes by loading forecasts into forecasting systems.
• Prepare monthly and quarterly financial reports with variance commentary for senior finance and leadership.
• Maintain and improve rolling forecast models reflecting top-down guidance and bottom-up inputs.
• Lead efforts to streamline management reporting and centralize information and analytics.

Skills

FP&A

Budgeting & Forecast

Reporting

Excel

Financial modeling

Cross-functional collaboration

Forecasting

AI tools

Tableau

Anaplan

SAP

SAP BPC

Education

Bachelor's degree in finance, Economics, Accounting, or related field

Tools

Tableau

Anaplan

SAP

SAP BPC

Job description

UST is seeking a Financial Analyst - FP&A to support budget cycles, allocations analyses, and systems inputs for the Global Workforce and Infrastructure team. The role involves financial modeling, cost tracking across geographies, and preparing leadership-facing reports.

Ideal candidates have 2–5 years of FP&A experience, strong Excel modeling, and familiarity with Tableau, Anaplan, and SAP/BPC. Hybrid cross-functional collaboration across the US is expected.