Senior Financial Planning & Analysis (FP&A) Analyst

Field Technicians; San Francisco (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Field Technicians in San Francisco seeks a Senior FP&A Analyst to lead budgeting, forecasting, and performance analysis across the organization. You will build integrated three-statement models, drive driver-based planning, and partner with executives to optimize resource allocation and strategic decisions.

The role demands advanced financial modeling, strong business judgment, and collaboration with senior leaders to improve reporting processes and support growth in a dynamic technology

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field; MBA/CFA preferred but not required.
• 5+ years in financial planning and analysis, corporate finance, or related.
• Proven experience designing and building complex three-statement financial models.
• Strong headcount and compensation modeling experience.
• Experience with budgeting, rolling forecasts, and monthly reporting.
• Solid understanding of accruals, working capital, and cash flow forecasting.
• Advanced Excel skills and proficiency with SQL and BI tools.

Responsibilities

• Lead budgeting, forecasting, and performance analysis for the organization.
• Develop, maintain, and enhance integrated financial models (income statement, balance sheet, cash flow).
• Design workforce planning models including headcount and compensation.
• Prepare cash flow forecasts and monitor liquidity and working capital.
• Conduct monthly variance analysis and translate findings into actionable insights.
• Partner with executives to set financial targets and guide resource allocation.
• Build business cases and ROI analyses for strategic initiatives.
• Analyze revenue, margins, and unit economics across products/services.
• Deliver dashboards and presentations for leadership and investors.
• Improve data integrity and automate recurring reporting across systems.

Skills

Financial modeling

Forecasting

Workforce planning

SQL

Power BI

Tableau

Looker

Excel - advanced

Power Query

ERP systems (NetSuite/QuickBooks)

Education

Bachelor's degree in Finance, Accounting, Economics, Business Analytics

MBA or CFA preferred

Tools

SQL

Power BI

Tableau

Looker

NetSuite / QuickBooks

ERP systems

Job description

We are seeking an experienced, analytical, and business-minded Senior Financial Planning & Analysis (FP&A) Analyst to lead financial planning, forecasting, and performance analysis while supporting strategic decision-making across the organization.

In this role, you will take ownership of key financial processes, including budgeting, integrated financial modeling, workforce planning, cash flow forecasting, and operational performance reporting. Working closely with executive leadership and department heads, you will translate complex financial and operational data into actionable insights, evaluate investment opportunities, and help guide resource allocation and business growth.

The ideal candidate combines advanced financial modeling expertise with strong business judgment, technical proficiency, and exceptional attention to detail. You should be comfortable building sophisticated financial models from the ground up, challenging assumptions, improving reporting processes, and collaborating directly with senior stakeholders.

Operating at the intersection of technology, services, and platform-based commerce, our business requires a finance professional who understands how operational decisions impact revenue, profitability, and cash flow. This is a hands-on, high-impact opportunity for someone who thrives in a dynamic environment, takes ownership of their work, and brings both analytical rigor and a proactive, solutions-oriented mindset.

• Financial Modeling & Forecasting: Develop, maintain, and enhance integrated financial models encompassing the income statement, balance sheet, and cash flow statement. Establish driver-based forecasting methodologies that support multiple business scenarios.

• Workforce & Compensation Planning: Design and manage comprehensive headcount and personnel expense models, incorporating hiring plans, employee turnover, compensation adjustments, incentive structures, payroll taxes, benefits, and departmental labor allocations.

• Budgeting & Financial Planning: Lead annual budgeting and periodic forecasting processes, coordinating with departmental stakeholders to establish assumptions, consolidate projections, and evaluate financial performance against organizational objectives.

• Cash Flow & Liquidity Management: Prepare and maintain short- and long-term cash flow forecasts, including rolling 13-week projections. Monitor working capital requirements, payment cycles, collections, and liquidity risks.

• Business Performance Analysis: Conduct monthly financial reviews and detailed variance analysis, identifying the operational factors influencing revenue, margins, expenses, and profitability. Translate findings into practical recommendations.

• Cross-Functional Financial Partnership: Collaborate with business leaders to evaluate departmental performance, establish financial targets, manage spending, and improve resource allocation.

• Strategic Investment Analysis: Develop financial business cases, return-on-investment assessments, sensitivity analyses, and scenario models for new initiatives, technology investments, workforce expansion, and other strategic opportunities.

• Revenue & Unit Economics: Analyze transaction volumes, pricing, customer retention, contribution margins, customer acquisition economics, and profitability across business lines, products, and service offerings.

• Executive & Stakeholder Reporting: Prepare financial dashboards, management presentations, KPI reporting packages, and supporting financial schedules for executive leadership, investors, and other stakeholders.

• Financial Systems & Process Improvement: Partner with accounting, operations, and technology teams to improve data integrity, automate recurring reporting, and streamline financial workflows across ERP, CRM, payroll, and business intelligence systems.

• Ad Hoc Financial Analysis: Provide timely, accurate, and well-supported financial analysis to address emerging business needs, operational challenges, and strategic decisions.

Qualifications & Experience

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related quantitative field. An MBA, CFA, or other advanced credential is preferred but not required.

Minimum of 5 years of progressive experience in financial planning and analysis, corporate finance, or a closely related discipline.

Proven experience independently designing and building complex financial models, including integrated three-statement forecasts and driver-based operating models.

Demonstrated ability to develop detailed headcount and compensation models encompassing workforce planning, payroll expenses, benefits, and variable compensation.

Experience managing annual budgets, rolling forecasts, monthly financial reporting, and financial performance reviews.

Strong understanding of financial statements, accrual accounting principles, working capital, and cash flow forecasting.

Advanced proficiency in Microsoft Excel, including complex formulas, lookup functions, dynamic arrays, sensitivity analysis, scenario modeling, and Power Query.

Experience working with financial and operational datasets using SQL, Power BI, Tableau, Looker, or comparable business intelligence tools.

Familiarity with ERP and financial management systems such as NetSuite, QuickBooks, or similar platforms, along with CRM and HRIS applications.

Professional Competencies

Exceptional analytical and problem-solving skills, with the ability to identify underlying business drivers and translate complex financial information into clear recommendations.

Strong interpersonal skills and demonstrated success partnering with operational leaders and cross-functional teams.

Ability to communicate financial findings confidently to senior executives and effectively explain or defend modeling assumptions.

High degree of independence, accountability, and ownership over assigned financial processes and deliverables.

Excellent organizational skills and the ability to manage competing priorities under demanding deadlines.

Strong attention to detail, intellectual curiosity, and commitment to financial accuracy and data integrity.

Proactive communication style, including the ability to surface financial risks, challenge assumptions constructively, and recommend corrective actions.

Preferred Qualifications

Experience supporting marketplace, technology platform, SaaS, payments, or transaction-based business models.

Familiarity with SaaS and marketplace performance indicators, including recurring revenue, gross transaction value, take rates, customer retention, and contribution margins.

Experience supporting venture-backed, private-equity-backed, or high-growth organizations, including investor reporting and financial due diligence.

Knowledge of financial automation, systems integration, and workflow optimization tools.

Experience leveraging AI-assisted analytical tools, including ChatGPT, Claude, or similar technologies, to enhance financial modeling, reporting, and productivity.

Participation in ERP implementations, financial systems migrations, or business intelligence initiatives.