Senior Financial Analyst

Lancesoft; Sunnyvale (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

Lancesoft is seeking a finance professional to join its FP&A team in Sunnyvale, CA for a 0-12+ month engagement. You will develop reporting, participate in forecasting, and build financial models for business concepts and partnerships in a fast-growing environment.

You will collaborate with cross-functional partners, perform variance analysis, and support budgeting processes while ensuring accuracy and adherence to controls. Strong Excel, analytical, and communication skills are essential.

Qualifications

• 5+ years of FP&A experience.
• Strong data analysis and reporting skills.
• Advanced Excel with macros, pivots, and lookups.
• Experience with SAP or BI systems.
• Excellent communication and interpersonal skills.
• Self-motivated with ability to manage shifting priorities.
• Understanding of accounting processes and internal controls.

Responsibilities

• Analyze historical, current, and projected financial data for planning, forecasting, and decision making.
• Manage month-end, quarter-end and year-end FP&A close activities including journal entries.
• Review monthly actuals with business partners and forecast variance; provide recommendations.
• Maintain financial processes, procedures and controls with global accounting partners.
• Review purchase requisitions to validate funding and GL costs.
• Improve reporting and budgeting using new systems and tools.
• Create finance process documentation and training resources.
• Provide ad hoc reporting to Executive management and department leaders.

Skills

FP&A experience

Data analysis

Excel proficiency

SAP

BI

Interpersonal skills

Problem solving

Self-motivation

Time management

Education

B.S. in finance, accounting, economics or equivalent

Tools

SAP

BI

Job description

Duration: 0-12+ Months Shift: 9: 00am –5: 00pm PST (Mon –Fri) Summary: This is a wide-ranging opportunity for a budding finance professional to gain broad experience across a host of FP&A disciplines in a hyper-growth environment, you will foster essential FP&A proficiencies, develop insightful reporting & analytics that influence decision-making and assist in the development of financial models for key and new business concepts, partnerships and acquisitions, and understand their impact to the overall business and profitability. This position is part of the Finance department.

Essential Job Responsibilities:

• Evaluate results to plan, drive variance analysis and provide partnership Marketing business leaders to execute on plan;analyze historical, current, and projected financial data for use in planning, forecasting, and management decision making.
• Responsible for month-end, quarter-end and year-end FP&A close activities, including preparation of journal entries, and forecast activities related to Headcount and operating expenses.
• Establish a regular cadence with business partners to review monthly actuals, analyze forecast variance, identify trends and provide recommendations to drive forecast execution and accuracy.
• Understand standard accounting principles and policy and interact with global accounting and financial partners to maintain proper financial processes, procedures and controls.
• Review the purchase requisitions in iBuy to validate the proper funding and accuracy of GL accounts and cost centers.
• Support improvements to existing reporting and budget processes through the utilization of new systems, tools and techniques.
• Help create finance process documentation, training guides and resources.
• Provide ad hoc reporting and analysis requested by Executive management and department leaders as needed to support the business.

Knowledge and Skills:

• B.S degree in finance, accounting, economics or equivalent.
• 5 years of relevant financial planning and analysis experience.
• Proficient data analysis skillset and prior experience performing financial and ad hoc analyses using database and financial reporting tools.
• Advanced proficiency in Microsoft Excel (macros, pivots, lookups) and strong systems acumen with preference toward SAP and/or BI.
• Highly analytical and detail oriented, with the ability to develop new ideas into effective end results.
• Understanding of accounting processes, procedure and internal controls.
• Self-motivated and comfortable managing shifting priorities, achieving effective results within tight deadlines, and working across diverse & fast-paced assignments.
• Interpersonal skills, including written and oral communication skills.
• Logical problem-solving skills and willingness to learn.