Senior Financial Planning & Analysis

Empower; United States; Vor Ort; USD 77.900 - 110.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision and life insurance

401(k) with company matching

Tuition reimbursement

Generous paid time off

Paid volunteer time

Zusammenfassung

A financial services firm in Santa Barbara, CA is seeking a Senior FP&A Analyst to partner with key sales channels. You will build financial models, lead reporting and budget preparation, and present insights to senior leadership. Ideal candidates have over 4 years of FP&A experience and strong financial modeling skills. Competitive salary and comprehensive benefits offered.

Qualifikationen

• 4+ years of FP&A or related experience including at least 2 years in finance.
• Proven experience with cross-functional collaboration.
• Ability to simplify complex financial concepts for non-financial audiences.

Aufgaben

• Build, maintain, and refine financial models to support business strategy.
• Lead monthly reporting and annual budget preparation.
• Present financial results and recommendations to senior leadership.

Kenntnisse

Advanced Excel

Financial modeling

Clear communication

Detail-oriented

Ausbildung

Bachelor’s degree in Finance, Accounting, or related field

Tools

Power BI

Tableau

Jobbeschreibung

Overview

Senior FP&A Analyst at Empower. This role serves as the go-to finance partner for one of Empower’s key sales distribution channels. Location: Santa Barbara, CA.

Our vision emphasizes freedom to transform lives, flexible work environment, internal mobility, purpose, well-being, work-life balance, and an inclusive culture. We offer diverse benefits and opportunities to grow within a welcoming environment.

What You Will Do

• Build, maintain, and refine financial models and forecasts to support business strategy and planning
• Lead monthly reporting and annual budget preparation for assigned business areas
• Serve as the FP&A contact for one sales distribution channel; deliver ad-hoc analysis and partner with cross-functional stakeholders
• Present financial results, variance analysis, and recommendations to senior leadership
• Analyze trends in revenue, expenses, and business drivers to inform strategic decisions
• Identify, track, and report on KPIs, ensuring stakeholders have the insights they need
• Continuously improve reporting, forecasting, and budgeting processes

What You Will Bring

• Bachelor’s degree in Finance, Accounting, Business, Math, or related field (or equivalent experience)
• 4+ years of FP&A or related experience, including at least 2 years in finance, FP&A, or investment banking
• Advanced Excel and strong financial modeling skills
• Experience collaborating with cross-functional partners in Sales, Marketing, or Product
• Clear and confident communication skills — able to simplify complex financial concepts for non-financial audiences
• Detail-oriented with exceptional accuracy, organizational skills, and a knack for improving processes

What Will Set You Apart

• Experience in financial services or a fast-paced, highly regulated industry
• Familiarity with advanced data visualization or reporting tools (Power BI, Tableau)
• Comfort working in a matrixed organization with multiple stakeholders
• Proactive track record of identifying opportunities to improve financial processes or business outcomes

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

What We Offer You

• Medical, dental, vision and life insurance
• 401(k) with company matching (up to 6%), financial advisory services, potential discretionary contribution
• Tuition reimbursement up to $5,250/year
• Business-casual environment with option to wear jeans
• Generous paid time off, including holidays and floating holidays
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs, including paid parental leave, disability, and FMLA
• BRGs to promote inclusion and collaboration

Base Salary Range: $77,900.00 - $110,000.00

The salary range reflects typical base pay for this position in the listed location. Non-sales roles may participate in a bonus program; sales roles may be eligible for sales incentives or bonuses. Actual compensation may vary by geographic location, experience, education, licensure requirements, and skill level. Final offer will be provided at offer time.

Equal opportunity employer. All individuals are encouraged to apply and will be considered without regard to age, race, color, national origin, sex, sexual orientation, gender identity, disability, or any other status protected by law.

Remote/hybrid roles may require reliable high-speed internet and a suitable workspace. Some in-office work may be required if home setup is inadequate.

Job Posting End Date: 09-20-2025