Senior Financial Analyst, Expense FP&A

Jobtailor; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking an FP&A professional to partner with leadership, delivering financial insights and recommendations. You will manage monthly and quarterly forecasting, annual planning, and long-range projections for assigned business units, building key metrics and reports to track performance and identify cost-saving opportunities.

You will provide analytical support to business partners, influence strategic direction, and lead process improvements to enhance accuracy and scalability of

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• 3+ years of relevant FP&A experience.
• Experience partnering with senior leaders in fast-paced environments.
• Experience with headcount/workforce planning and bottoms-up planning.
• Strong Excel skills and data analysis capabilities.
• Ability to translate complex datasets into actionable insights.
• Excellent written and verbal communication across functions and leadership levels.
• SaaS-based business experience preferred.
• MBA degree preferred.

Responsibilities

• Act as a strategic partner to leadership teams, providing financial insights and recommendations.
• Manage monthly and quarterly expense forecasting, annual planning, and long-range financial projections for assigned business units.
• Develop and maintain key financial metrics and reports to track performance and identify cost-saving opportunities.
• Provide analytical support to business partners and influence strategic direction.
• Lead process improvement initiatives to enhance financial reporting and forecasting scalability and accuracy.
• Collaborate with cross-functional teams on ad-hoc projects and analyses.
• Partner with leadership to oversee expense management and forecasting.
• Drive financial decisions affecting company growth and operational efficiency.

Skills

Strategic FP&A partner

Expense forecasting

Long-range financial projections

Analytical insights

Excel mastery

Data-driven recommendations

Cross-functional collaboration

Communication across leadership levels

Education

Bachelor’s degree in Finance/Economics

MBA preferred

Tools

Anaplan

Cloud forecasting tools

Job description

• Act as a strategic partner to leadership teams, providing financial insights and recommendations


• Manage monthly and quarterly expense forecasting, annual planning, and long-range financial projections for assigned business units


• Develop and maintain key financial metrics and reports to track performance and identify cost-saving and efficiency opportunities


• Provide analytical support to business partners and influence strategic direction


• Lead process improvement initiatives to enhance financial reporting and forecasting scalability and accuracy


• Collaborate with cross-functional teams on ad-hoc projects and analyses


• Partner with leadership teams to oversee expense management and forecasting


• Drive financial decisions affecting company growth and operational efficiency

Requirements

• Demonstrated TypeS personality traits: self-starter, ethical, curious, hard-working, and proactive


• Experience in FP&A business partnerships with senior leaders, preferably in a fast-paced environment


• Experience with headcount/workforce planning, bottoms-up planning and forecasting, and strategic expense management


• Strong communication skills across business functions and leadership levels


• Ability to make data-driven recommendations amid ambiguity and business assumptions


• Ability to collaborate and meet strict deadlines in a dynamic environment


• Proven ability to translate complex datasets into actionable insights


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


• At least 3 years of relevant experience


• Exceptional quantitative and analytical skills, with mastery of Excel


• Preferred: experience in financial analysis within a SaaS-based business


• Preferred: proficiency with cloud forecasting tools such as Anaplan


• Preferred: advanced degree or MBA degree

Core Competencies

Demonstrates expertise in financial planning and analysis, with a strong focus on expense management, forecasting, and data-driven decision-making. Proven ability to collaborate with leadership and cross-functional teams to drive operational efficiency and strategic growth.

Hard Skills

• Financial Metrics Development


• Expense Forecasting


• Workforce Planning


• Strategic Expense Management


• Excel Mastery


• Financial Reporting


• Process Improvement


• Analytical Support


• Long-Range Financial Projections


• Performance Tracking

Soft Skills

• Strong Communication Skills


• Collaboration


• Self-Starter


• Curious


• Proactive

Certifications & Qualifications

• Bachelor’s Degree In Finance


• MBA Degree (Preferred)

Industry Keywords

• SaaS-Based Business


• Financial Analysis


• Business Partnerships


• Dynamic Environment


• Cost-Saving Opportunities

Tools & Technologies

• Anaplan


• Cloud Forecasting Tools