Senior FP&A Analyst

Ledgent Finance & Accounting; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive benefits

Professional growth opportunities

Job summary

Ledgent Finance & Accounting is seeking a Senior FP&A Analyst for a client in Scottsdale, AZ. The role emphasizes strategic finance, executive reporting, and robust financial modeling to support rapid growth. In-office duties support debt covenants, cash flow forecasting, and cross-functional collaboration with sales and operations.

The ideal candidate brings 3-5 years in FP&A or related fields, advanced Excel skills, and experience with acquisition integration. MBA is a plus.

Qualifications

• 3-5 years of FP&A, corporate finance, strategic finance, treasury, or financial analysis.
• Strong budgeting and forecasting experience required.
• Advanced Excel skills required and strong financial modeling.
• Experience with cash flow forecasting is strongly preferred.
• Experience with debt covenant reporting and treasury activities is preferred.
• Exposure to M&A or acquisition integration is advantageous.
• Ability to communicate effectively with executives and leaders.
• Experience in fast-paced, acquisition-driven environments.

Responsibilities

• Focus on FP&A, cash flow forecasting, and treasury support.
• Manage debt covenant reporting and strategic finance initiatives.
• Develop and maintain 13-week cash flow forecasting models.
• Support short-term and long-term cash planning initiatives.
• Prepare debt covenant calculations and lender reporting packages.
• Assist with budgeting and forecasting activities.
• Support mid-year forecast processes and leadership reporting.
• Perform variance analysis and financial reporting for executives.
• Engage in financial modeling and strategic planning initiatives.
• Support treasury and liquidity management activities.
• Develop management reporting and operational dashboards.
• Collaborate with sales leadership, operations, and executives on FP&A initiatives.
• Assist with acquisition integration projects and financial analysis as needed.
• Partner with leadership to identify business risks and growth opportunities.

Skills

Financial modeling

Forecasting

Budgeting

Cash flow forecasting

Debt covenant reporting

Treasury

Executive communication

Acquisition integration

Multi-entity exposure

Education

Bachelor's Degree in Accounting or Finance

MBA

Tools

Excel

Job description

Position Overview

Ledgent Finance & Accounting's client is seeking a dynamic Senior FP&A Analyst to join their team. This is an upward growth position with a clear path to management in a rapidly growing company. The role is integral to strategic finance initiatives, providing executive reporting and financial modeling to support the company's ambitious growth trajectory.

Location: Scottsdale, AZ (in-office)

Responsibilities

• Focus on Financial Planning & Analysis (FP&A), cash flow forecasting, and treasury support.
• Manage debt covenant reporting and strategic finance initiatives.
• Develop and maintain 13-week cash flow forecasting models.
• Support both short-term and long-term cash planning initiatives.
• Prepare debt covenant calculations and lender reporting packages.
• Assist with budgeting and forecasting activities.
• Support mid-year forecast processes and leadership reporting.
• Perform variance analysis and financial reporting for executive leadership.
• Engage in financial modeling and strategic planning initiatives.
• Support treasury and liquidity management activities.
• Develop management reporting and operational dashboards.
• Collaborate with sales leadership, operations teams, and executives on financial planning initiatives.
• Assist with acquisition integration projects and financial analysis as needed.
• Partner with leadership to identify business risks and growth opportunities.

Qualifications

• 3-5 years of experience in FP&A, Corporate Finance, Strategic Finance, Treasury, or Financial Analysis.
• Strong budgeting and forecasting experience required.
• Experience with cash flow forecasting is strongly preferred.
• Advanced Excel skills required.
• Strong financial modeling and analytical skills.
• Ability to communicate effectively with executives and operational leaders.
• Ability to thrive in a fast-paced, acquisition-driven environment.
• Bachelor's Degree in Accounting or Finance is required.
• MBA is preferred.
• Experience with debt covenant reporting and treasury activities is preferred.
• Exposure to M&A or acquisition integration is advantageous.
• Experience in multi-entity or private equity-backed company environments is a plus.

Required Work Hours

Monday through Friday, during standard first shift hours.

Benefits

The position offers competitive benefits, including opportunities for professional growth and development in a supportive work environment.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.