Senior FP&A Analyst - Drive Forecasting & Growth

Harmonic Finance Inc ™ | Certified B Corp; United States; On-site; USD 100,000 - 150,000; Full time

Job summary

Harmonic Finance Inc ™ | Certified B Corp is seeking a Senior FP&A Analyst to drive data-backed decision-making across sales, marketing, product, customer success, and operations. The role reports to the Director of FP&A and focuses on forecasting accuracy, financial rigor, and thoughtful investment analysis.

You will own reporting, budgeting, and KPI dashboards, improve data infrastructure, manage headcount planning, and build models linking investments to business outcomes.

Qualifications

• Strong foundation in revenue analytics and cost management.
• Experience with forecasting, variance analysis, and financial modeling.
• Ability to translate financial insights into business decisions.
• Advanced Excel / Google Sheets skills.
• Strong attention to detail and problem-solving ability.
• Comfortable partnering across multiple stakeholders and changing priorities.
• Experience in SaaS, healthcare technology, or recurring revenue businesses preferred.

Responsibilities

• Own and enhance reporting, forecasting, and budgeting processes across the business.
• Build and maintain KPI dashboards and monthly financial reporting packages.
• Improve finance processes and underlying data/reporting infrastructure.
• Support expense management and increase visibility into departmental spend.
• Maintain headcount reporting and hiring plans.
• Build models tying headcount investment to business performance and output.
• Identify cost savings and operational efficiency opportunities.
• Analyze revenue trends, customer retention, bookings, and unit economics.
• Evaluate customer cohorts, expansion opportunities, and pricing performance.
• Partner with GTM teams on pipeline trends, forecast accuracy, and growth planning.
• Build ROI, payback, and investment models for strategic initiatives.
• Support vendor analysis, resource planning, and ad hoc projects.
• Contribute to executive reporting and board materials.

Skills

Revenue analytics

Forecasting

Financial modeling

Excel/Sheets

Stakeholder collaboration

Data storytelling

SaaS experience

Healthcare tech

Tools

SQL

BI tools

Job description

Harmonic Finance Inc ™ | Certified B Corp is seeking a Senior FP&A Analyst to drive data-backed decision-making across sales, marketing, product, customer success, and operations. The role reports to the Director of FP&A and focuses on forecasting accuracy, financial rigor, and thoughtful investment analysis.

You will own reporting, budgeting, and KPI dashboards, improve data infrastructure, manage headcount planning, and build models linking investments to business outcomes.