Senior Financial Analyst

firstPRO, Inc; Needham (MA); On-site; USD 110,000 - 160,000; Full time

Job summary

firstPRO, Inc is seeking a highly motivated Senior Financial Analyst - FP&A to join the Finance team in Needham, MA. This role supports corporate planning, forecasting, reporting, and strategic decision-making.

The Senior Financial Analyst will partner with Finance leadership and cross‑functional leaders to improve forecasting, drive financial accountability, and translate complex data into clear business insights.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 5+ years of experience in Finance, FP&A, Accounting, or a related discipline.
• 1-2+ years serving as a finance business partner with senior leadership.
• Advanced Excel skills, including scenario modeling and financial analysis.
• Strong understanding of GAAP and financial reporting.
• Experience with data mining, financial modeling, forecasting, and developing actionable insights.
• Experience with FP&A platforms such as TM1/IBM Planning Analytics, Anaplan, Workday Adaptive Planning, Oracle Hyperion.

Responsibilities

• Support monthly forecasting and consolidation of corporate forecasts, ensuring accuracy and timely updates.
• Lead corporate headcount planning and workforce expense forecasting, partnering with People Team and business leaders on hiring plans, vacancies, organizational changes, and personnel costs.
• Support the annual operating plan, budget, and long-range planning processes.
• Analyze financial results, including variance, profitability, margin, and cost trends, to identify key business drivers and opportunities.
• Develop and support the company's financial reporting packages, dashboards, and presentations.
• Compare actual results to budget and forecast, providing meaningful analysis and recommendations to leadership.

Skills

Advanced Excel

GAAP

Financial analysis

Scenario modeling

Forecasting

Data mining

Finance partner

Education

Bachelor's degree in Finance/Accounting or related field

Tools

TM1/IBM Planning Analytics

Anaplan

Workday Adaptive Planning

Oracle Hyperion

Job description

Our client is seeking a highly motivated Senior Financial Analyst - FP&A to join the Finance team and play a key role in supporting corporate planning, forecasting, reporting, and strategic decision-making.

This is an excellent opportunity for an experienced finance professional who enjoys going beyond the numbers. The Senior Financial Analyst will partner closely with Finance leadership and cross-functional business leaders to improve forecasting, drive financial accountability, evaluate performance, and translate complex financial data into clear, actionable business insights.

What You'll Do

Corporate FP&A & Reporting

• Support monthly forecasting and consolidation of corporate forecasts, ensuring accuracy and timely updates.
• Lead corporate headcount planning and workforce expense forecasting, partnering with the People Team and business leaders on hiring plans, vacancies, organizational changes, and personnel costs.
• Support the annual operating plan, budget, and long-range planning processes.
• Analyze financial results, including variance, profitability, margin, and cost trends, to identify key business drivers and opportunities.
• Develop and support the company's financial reporting packages, dashboards, and presentations.
• Compare actual results to budget and forecast, providing meaningful analysis and recommendations to leadership.

Finance Business Partnering

• Serve as a trusted finance business partner to functions including People, IT, Legal, Finance, Facilities, and Corporate Operations.
• Provide leaders with insights into spending trends, headcount, resource allocation, and investment decisions.
• Partner with stakeholders to improve budget utilization, financial discipline, and operational efficiency.

Process Improvement & Finance Transformation

• Identify and implement improvements to FP&A processes, reporting, and financial analysis.
• Look for opportunities to automate and simplify reporting to improve scalability and efficiency.
• Explore and leverage AI-enabled tools and emerging technologies to enhance forecasting, reporting, and financial insights.

What We're Looking For

• Bachelor's degree in Finance, Accounting, or a related field.
• 5+ years of experience in Finance, FP&A, Accounting, or a related discipline.
• 1-2+ years of experience serving as a finance business partner, ideally working with senior leadership.
• Advanced Excel skills, including scenario modeling and financial analysis.
• Strong understanding of GAAP and financial reporting.
• Experience with data mining, financial modeling, forecasting, and developing actionable insights.
• Experience with FP&A platforms such as TM1/IBM Planning Analytics, Anaplan, Workday Adaptive Planning, Oracle Hyperion, or similar systems.

Why This Opportunity?

This is a highly visible FP&A role offering the opportunity to partner directly with leadership, influence business decisions, and help shape the company's financial planning and reporting processes. You'll have the chance to work across the organization, build strong business partnerships, and contribute to finance transformation initiatives - including the use of emerging technologies and AI.