Lead Analyst, Planning & Budgeting

Sandisk; Milpitas (CA); On-site; USD 130,000 - 170,000; Full time

Job summary

Sandisk is seeking a detail-oriented Financial Analyst to support department-level budget planning, tracking, and reporting. You will partner with business leaders to ensure financial visibility, drive accountability, and support data-driven decision-making.

In this role you will own budgets, manage monthly/quarterly reporting, monitor cloud subscriptions, develop forecasts, and contribute to month-end close. Strong Excel and ERP experience are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 6–10 years of FP&A or related experience.
• Strong Excel skills including advanced formulas and modeling.
• Experience with ERP systems (SAP or Oracle) required.
• Ability to translate financial data for non-finance stakeholders.

Responsibilities

• Own and maintain department budgets, including headcount, OpEx, and CapEx tracking across all functional areas.
• Build and manage monthly/quarterly budget vs. actuals reporting, with clear variance analysis and commentary.
• Monitor cloud service subscriptions to ensure accurate billing, cost allocation, and budget alignment.
• Identify budget risks and opportunities; proactively surface issues and recommendations to leadership.
• Partner with the department head, Chief of Staff, and team leaders to develop annual operating plans and rolling forecasts.
• Prepare financial summaries and presentations for senior stakeholders, translating complex data into clear business insights.
• Support month-end close activities in coordination with the finance team.
• Develop and continuously improve financial models, dashboards, and reporting templates.
• Identify areas of improvement and drive changes in working procedures and processes to increase efficiency and accuracy.
• Respond to ad hoc financial analysis requests from business partners with speed and accuracy.

Skills

Excel proficiency

Analytical skills

Communication to non-finance

Budgeting

Forecasting

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

SAP

Oracle

Power BI

Tableau

Job description

Sandisk understands how people and businesses consume data and we relentlessly innovate to deliver solutions that enable today’s needs and tomorrow’s next big ideas. With a rich history of groundbreaking innovations in Flash and advanced memory technologies, our solutions have become the beating heart of the digital world we’re living in and that we have the power to shape.

Sandisk meets people and businesses at the intersection of their aspirations and the moment, enabling them to keep moving and pushing possibility forward. We do this through the balance of our powerhouse manufacturing capabilities and our industry-leading portfolio of products that are recognized globally for innovation, performance and quality.

Sandisk has two facilities recognized by the World Economic Forum as part of the Global Lighthouse Network for advanced 4IR innovations. These facilities were also recognized as Sustainability Lighthouses for breakthroughs in efficient operations. With our global reach, we ensure the global supply chain has access to the Flash memory it needs to keep our world moving forward.

Description

About the Role We are looking for a detail-oriented Financial Analyst to support department-level budget planning, tracking, and reporting. You will partner closely with business and functional leaders to ensure financial visibility, drive accountability, and support data-driven decision-making across the organization.

Essential Duties And Responsibilities

• Own and maintain department budgets, including headcount, OpEx, and CapEx tracking across all functional areas
• Build and manage monthly/quarterly budget vs. actuals reporting, with clear variance analysis and commentary
• Monitor cloud service subscriptions to ensure accurate billing, cost allocation, and budget alignment
• Identify budget risks and opportunities; proactively surface issues and recommendations to leadership
• Partner with the department head, Chief of Staff, and team leaders to develop annual operating plans and rolling forecasts
• Prepare financial summaries and presentations for senior stakeholders, translating complex data into clear business insights
• Support month-end close activities in coordination with the finance team
• Develop and continuously improve financial models, dashboards, and reporting templates
• Identify areas of improvement and drive changes in working procedures and processes to increase efficiency and accuracy
• Respond to ad hoc financial analysis requests from business partners with speed and accuracy

Qualifications

Required:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 6-10 years of experience in financial planning & analysis (FP&A) or a related role
• Strong proficiency in Excel (financial modeling, pivot tables, VLOOKUP/INDEX-MATCH)
• Experience with ERP systems (SAP, Oracle, or similar)
• Strong analytical skills with high attention to detail
• Ability to communicate financial data clearly to non-finance stakeholders

Preferred

• Experience with BI tools (Power BI, Tableau, or similar)
• Familiarity with headcount and workforce planning
• Experience in a tech or semiconductor company

Additional Information

Sandisk is committed to providing equal opportunities to all applicants and employees and will not discriminate based on their race, color, ancestry, religion (including religious dress and grooming standards), sex (including pregnancy, childbirth or related medical conditions, breastfeeding or related medical conditions), gender (including a person’s gender identity, gender expression, and gender‑related appearance and behavior, whether or not stereotypically associated with the person’s assigned sex at birth), age, national origin, sexual orientation, medical condition, marital status (including domestic partnership status), physical disability, mental disability, medical condition, genetic information, protected medical and family care leave, Civil Air Patrol status, military and veteran status, or other legally protected characteristics. We also prohibit harassment of any individual on any of the characteristics listed above. Our non-discrimination policy applies to all aspects of employment. We comply with the laws and regulations set forth in the Equal Employment Opportunity is the Law poster.

Sandisk thrives on the power and potential of diversity. As a global company, we believe the most effective way to embrace the diversity of our customers and communities is to mirror it from within. We believe the fusion of various perspectives results in the best outcomes for our employees, our company, our customers, and the world around us. We are committed to an inclusive environment where every individual can thrive through a sense of belonging, respect and contribution.

Sandisk is committed to offering opportunities to applicants with disabilities and ensuring all candidates can successfully navigate our careers website and our hiring process. Please contact us at [e-mail] to advise us of your accommodation request. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.