Senior Financial Analyst

LeoForce; San Francisco (CA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Top benefits

Great culture

Job summary

LeoForce in San Francisco seeks a Senior Associate of Financial Planning & Analysis to own budgeting, forecasting, and reporting cycles, partnering with Finance leadership to translate results into actionable insights.

The role drives GAAP alignment, Workday and Adaptive Planning, and automation of recurring processes using Power Query, Excel macros, and AI-assisted scripting, enabling strategic decision support for the business.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field.
• 4-6 years of progressive FP&A experience
• Fintech or banking experience preferred
• MBA, CPA, or CFA a plus
• Advanced Excel skills including complex formulas, financial modeling, and pivot tables; Power Query a plus
• Experience with Workday Financials and/or Adaptive Planning is a plus
• Strong understanding of corporate finance, GAAP, and management reporting concepts
• Experience working with large datasets and across multiple systems; basic to intermediate SQL a plus
• Familiarity with BI tools such as Tableau or Power BI a plus
• Detail-oriented with strong data integrity discipline and a systematic approach to model tie-outs
• Ability to synthesize financial results into clear narratives for leadership
• Comfortable managing multiple deliverables under tight close deadlines
• Experience applying AI tools to automate FP&A workflows

Responsibilities

• Budgeting & Forecasting: Support the annual budget build across business units and consolidate; assist quarterly reforecast cycles and long-range planning.
• Monthly & Quarterly Reporting: Prepare close reporting packages and executive materials with accuracy for leadership and Board presentations.
• Ad Hoc Analysis: Respond to requests on headcount, production, and operational performance; synthesize findings for leadership.
• Systems & Process: Support Workday reporting and Adaptive Planning implementation; optimize data structures, automate processes via Power Query/Excel macros/AI scripting.

Skills

Advanced Excel

Power Query

SQL (basic to intermediate)

Tableau or Power BI

GAAP & management reporting

Workday Financials

Adaptive Planning

AI tools (Claude, Copilot)

Financial modeling

Variance analysis

Education

Bachelor's degree in finance/accounting/economics

Tools

Workday Financials

Adaptive Planning

Job description

Experience: Mid Level
Salary: $125,000 - $150,000 per year

Job Details

The Senior Associate of Financial Planning & Analysis is a hands‑on contributor to consolidated financial planning, forecasting, and reporting cycles. This role owns regular deliverable production across budgeting, forecasting, variance analysis, and management reporting — working across business units and partnering with Finance leadership to translate financial results into actionable insights. The Senior Associate maintains alignment between GAAP and management reporting, ensures data integrity across Workday Financials through to implementation of Adaptive Planning, and supports continuous improvement of the models and processes that underpin financial decision‑making.

The Senior Associate is accountable for the quality and integrity of all routine reporting outputs, including monthly and quarterly close packages, board materials, and executive presentations and is expected to operate with a high degree of independence on recurring workstreams, enabling Finance leadership to focus on analysis and strategic decision support.

Essential Job Duties And Responsibilities

• Budgeting & Forecasting: Support the annual budget build across business units, including model maintenance, BU coordination, and consolidation; support quarterly reforecast cycles and long‑range planning activities.
• Monthly & Quarterly Reporting: Prepare and maintain recurring close reporting packages across business units with a standard of accuracy and completeness that requires minimal senior review; support Finance leadership in summarizing results and preparing materials for executive leadership and Board presentations, producing polished, leadership‑ready outputs that are factually tight and clearly structured.
• Ad Hoc Analysis: Respond to business‑driven analytical requests across topics such as headcount, production, and operational performance; synthesize findings into clear outputs for Finance leadership and business stakeholders.
• Systems & Process: Support the buildout of Workday financial reporting capabilities to support BU finance partners and the implementation of Adaptive Planning; maintain data integrity, hierarchies, and tie‑outs across financial systems. Optimize data structure and reporting production work flows to scale with the business and enhance efficiency, while maintaining quality. Proactively identify opportunities to automate recurring manual processes (e.g., data pulls, formatting, reconciliations) using tools such as Power Query, Excel macros, or AI‑assisted scripting.

Required Skills, Knowledge And Abilities

• Bachelor's degree in finance, accounting, economics, or related field required
• 4‑6 years of progressive experience in FP&A or a combination of FP&A and corporate or public accounting
• Fintech or banking industry experience preferred
• MBA, CPA, or CFA a plus
• Advanced Excel skills including complex formulas, financial modeling, and pivot tables; Power Query a plus
• Experience with Workday Financials and/or Adaptive Planning is a plus
• Strong understanding of corporate finance, GAAP, and management reporting concepts
• Experience working with large datasets and across multiple systems; basic to intermediate SQL a plus
• Familiarity with BI tools such as Tableau or Power BI a plus
• Detail‑oriented with strong data integrity discipline and a systematic approach to model tie‑outs and reconciliations
• Ability to synthesize financial results into clear written narratives and leadership‑ready summaries
• Comfortable managing multiple deliverables under tight close deadlines in a fast‑moving environment
• Demonstrated curiosity about and experience applying AI tools (e.g., Claude, Copilot) to automate or accelerate recurring FP&A workflows such as variance commentary, data preparation, or report drafting; willingness to champion adoption across the team

A bit about us

Our client is a technology company delivering best‑in‑class financing and software products for sustainable solutions, from solar panels and batteries to energy‑efficient HVAC, heat pumps, roofing, windows, and more.

Why join us

• Growing company
• Top benefits
• Great culture