Senior Financial Analyst, FP&A

Solomon Page; United States; Remote; USD 120,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Retirement savings

Paid time off

Wellness programs

Flexible work arrangements

Job summary

Solomon Page is assisting a leading data and analytics company with a Senior Analyst, FP&A who will own forecasting, budgeting, and performance management for two core go-to-market lines. You will build scalable financial models and deliver executive-ready insights in collaboration with finance, product, technology, and business leaders.

The role emphasizes cross-functional planning, KPI dashboard development, and opportunities to optimize spend using BI tools (Tableau/Power BI) and SQL.

Qualifications

• Bachelor's degree in a finance or analytics field or equivalent experience.
• 3-7 years of FP&A, corporate finance, or related analytical work.
• Experience supporting executive, product, and technology leadership.
• Background in SaaS/technology and PE-backed environments preferred.
• Advanced Excel and PowerPoint; Tableau/Power BI familiarity is a plus.
• Strong analytical, communication, and problem-solving skills.

Responsibilities

• Lead budgeting, planning, forecasting, reporting, and performance management for key areas.
• Develop financial models, KPI dashboards, and planning frameworks for executives.
• Deliver scalable reporting on top-line performance using BI tools and SQL.
• Provide insights on budget variances, forecast risks and opportunities, and vendor spend.
• Prepare monthly/quarterly executive and board materials.
• Drive cross-functional planning with Sales, Marketing, and Customer Success.
• Identify process improvements and automation, including AI tools, to boost accuracy.
• Lead ad hoc FP&A analyses for leadership and business units.

Skills

Budgeting

Forecasting

Financial modeling

KPI dashboards

SQL

Tableau

Power BI

Communication

Analytical thinking

Education

Bachelor's degree in Finance, Accounting, Business, or related field

Tools

Tableau

Power BI

SQL

Databricks

Snowflake

NetSuite

Salesforce

Adaptive Planning

Job description

We are assisting a leading data and analytics company. Our client helps customers across North America, Europe, and Australia make better decisions using proprietary data, advanced analytics, and deep industry expertise. We're a virtual-first organization that values innovation, collaboration, accountability, and trust. Our client is looking for a Senior Analyst, FP&A to lead financial planning, analysis, and performance management for two of our core go-to-market business lines. Reporting to the Senior Manager, FP&A, you'll own key forecasting and reporting processes, build scalable financial models, and deliver executive-ready insights. You'll work directly with Finance leadership and product, technology, and business leaders to shape investment decisions, roadmap priorities, and resource allocation. This role suits a seasoned, highly analytical finance professional who can lead complex analyses independently, influence senior stakeholders, and turn financial data into clear recommendations.

Salary & Benefits

• Salary: $120,000–$135,000 USD per year.
• Medical insurance
• Dental insurance
• Vision insurance
• Disability insurance
• Life insurance
• Retirement savings
• Paid time off
• Wellness programs
• Flexible work arrangements
• Benefits vary by country and employment status.

Responsibilities

• Lead budgeting, planning, forecasting, reporting, and performance management for key areas of the business
• Build and improve financial models, KPI dashboards, and planning frameworks that give executives better visibility
• Use BI tools (Tableau, Power BI), SQL, Databricks, or Snowflake to deliver accurate, scalable reporting on top-line performance and key business drivers
• Provide insights on budget performance, variances, forecast risks and opportunities, investment trade-offs, and cost optimization across technology and vendor spend
• Help prepare monthly and quarterly executive and board-level materials
• Drive cross-functional planning with Sales, Marketing, and Customer Success
• Find and implement process improvements and automation, including AI tools, to improve forecast accuracy and planning efficiency
• Lead ad hoc analyses and special projects for FP&A leadership, the CFO, and business unit leaders

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field
• 3-7 years of experience in FP&A, corporate finance, accounting, or a related analytical role
• Experience supporting executive, product, and technology leadership (strongly preferred)
• Background in SaaS/technology and private equity–backed companies (strongly preferred)
• Advanced Excel and PowerPoint skills; experience with Tableau or Power BI is a strong plus
• Strong analytical, problem-solving, and communication skills, with the ability to explain financial concepts to non-finance audiences
• Comfort working independently, handling ambiguity, and adapting to shifting priorities
• Familiarity with tools like NetSuite, Salesforce, or Adaptive Planning is a plus