Senior Analyst, FP&A

Nextera Search; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Nextera Search is seeking an experienced Senior FP&A Analyst to lead budgeting, forecasting, and monthly financial analysis for corporate G&A. You will partner with business leaders to monitor spending, analyze variances, and evaluate financial trade-offs, while building cash flow forecasts and supporting the monthly close.

The role requires 3+ years in FP&A or corporate finance, strong modeling skills, and advanced Excel.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3+ years in FP&A or corporate finance.
• Experience in investment banking or transaction advisory is a plus.
• Strong financial modeling skills and driver-based models.
• Understanding of the three financial statements and cash flow forecasting.
• Advanced Excel and large data set analysis.
• Experience with ERP/BI tools and financial systems.
• Familiarity with core accounting concepts.
• Strong analytical and cross-functional communication skills.
• Entrepreneurial mindset with ability to produce executive-level insights.

Responsibilities

• Lead budgeting, forecasting, and monthly financial analysis for G&A.
• Collaborate with leaders to monitor spend, analyze variances, and assess trade-offs.
• Develop cash flow forecasts covering working capital, collections, and liquidity.
• Support monthly close with variance analysis and explanations.
• Coordinate quarterly forecasts and annual budget across areas.
• Collaborate with Accounting to consolidate and analyze results.
• Prepare models and management reports for senior leadership.
• Provide insights for exec/board reporting to drive decisions.
• Identify improvements to processes and forecasting.
• Contribute to strategic finance initiatives and special projects.

Skills

Financial modeling

Cash flow forecasting

Excel advanced

Data analysis

Cross-functional communication

ERP/BI knowledge

Knowledge of accounting concepts

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Tools

ERP systems

BI tools

Financial systems

Job description

A Pre-IPO Technology Firm is seeking an experienced FP&A professional to join their team as a Senior Analyst, FP&A.

Responsibilities:

• Manage budgeting, forecasting, and monthly financial analysis for corporate G&A functions
• Partner with business leaders to monitor spending, analyze variances, and evaluate financial trade-offs
• Build and maintain cash flow forecasts, including working capital, collections, and liquidity analysis
• Support the monthly close process by analyzing results and preparing variance explanations
• Coordinate quarterly forecasts and the annual budgeting process across assigned areas
• Partner with Accounting and other internal teams to consolidate and analyze financial results
• Prepare financial models, management reporting, and presentations for senior leadership
• Support executive and Board-level reporting and provide actionable insights to drive business decisions
• Identify opportunities to improve financial processes, reporting, and forecasting capabilities
• Assist with strategic finance initiatives and special projects

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3+ years of finance experience, including meaningful experience in FP&A or corporate finance
• Investment banking or transaction advisory experience a plus
• Strong financial modeling skills with the ability to build driver-based models from scratch
• Strong understanding of the three financial statements and how they interact
• Experience building and analyzing cash flow forecasts
• Advanced Excel skills and experience working with financial systems and large data sets
• Experience with financial planning, ERP, visualization, or BI tools a plus
• Familiarity with core accounting concepts and principles
• Strong analytical, written, verbal, and cross-functional communication skills
• Ability to build and improve processes in a fast-paced, evolving environment
• Entrepreneurial mindset with the ability to work across detailed financial analysis and executive-level reporting