Senior FP&A Analyst, Platform

Jobtailor; San Francisco (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Jobtailor is seeking an experienced FP&A professional to lead budgeting, forecasting, and variance analysis across entities. You will collaborate with finance and non-finance stakeholders to deliver actionable insights and maintain robust financial data.

The role requires 3+ years of post-qualification experience, CPA qualification, and strong Excel modelling. Preference for experience in technology or legal services, with opportunities to influence planning and reporting at a global level.

Qualifications

• Bachelor’s degree in accounting or finance or related field.
• CPA qualification is required or in progress.
• 3+ years’ post-qualification experience in FP&A or corporate finance.
• Experience in Technology and/or legal services is a plus.
• Strong financial modelling skills including budgeting and forecasting.
• Ability to present financial information clearly to senior management.
• Solid understanding of financial reporting and FP&A linkage.
• Experience in fast-paced, cross-functional environments.
• Strong interpersonal skills for cross-department collaboration.
• Experience with Workday Adaptive Planning and NetSuite.
• Advanced Excel skills for building financial models.
• Excellent teamwork and communication abilities.

Responsibilities

• Execute budgeting and forecasting processes across entities.
• Perform detailed variance analysis against budget and forecast.
• Analyze KPIs and provide structured insights (MoM, YTD, trends).
• Collaborate with finance and non-finance stakeholders to maintain data.
• Act as finance contact for operational teams to bridge analysis and performance.
• Partner with Controllers and support group-level planning and reporting.
• Develop and refine financial models to improve accuracy.
• Dive into data to provide actionable insights for decision-making.
• Support future initiatives such as new planning system implementations.
• Promote teamwork and proactive problem-solving across finance.

Skills

Financial Modelling

Variance Analysis

Cross-Functional Collaboration

Advanced Excel Skills

CPA Qualified

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

CPA Qualified

Tools

Workday Adaptive Planning

NetSuite

Job description

• Execute budgeting and forecasting processes, including model updates, assumption validation, and consolidation across entities.
• Perform detailed variance analysis against budget, forecast, and prior periods, identifying key performance drivers and trends.
• Analyze key financial and operational KPIs, providing structured insights (MoM, YTD, trend analysis).
• Collaborate with cross-functional finance and non-finance stakeholders to build, validate, and maintain financial and operational data.
• Act as a finance contact for operational teams, bridging financial analysis and business performance.
• Partner with local Controllers and support Global Head of FP&A with group-level planning, reporting, and performance review across business units.
• Develop and refine financial models to improve accuracy, transparency, and alignment with business drivers.
• Dive deeply into financial and non-financial data to become a subject matter expert and provide actionable insights.
• Support future initiatives such as new planning system implementation, ad-hoc projects including M&A or IPO readiness.
• Promote a teamwork mentality and proactive problem-solving across the finance function.

Requirements

• Bachelor’s degree in accounting, finance or related field
• CPA qualified
• 3+ years’ post qualification experience in financial planning and analysis, corporate finance (inhouse or advisory) or similar fields
• Experience in Technology and/or legal services industry is preferred but not essential
• Strong financial modelling skills (budgeting, forecasting, scenario analysis)
• Combining superior attention to detail with ability to present financial information clearly and concisely to senior management and key stakeholders to support business decisions
• Solid understanding of financial reporting and its linkage to FP&A
• Experience working in cross-functional and fast-paced environments
• Strong interpersonal skills for collaborating with different departments and levels within the global organization
• Experience with Workday Adaptive Planning/Reporting and NetSuite
• Advanced Excel skills with the ability to build financial models to support decision-making
• Excellent team player skills

Core Competencies

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while effectively collaborating with cross-functional teams to provide actionable insights and support business decisions.

Highest-signal resume keywords

• Financial Modelling
• Variance Analysis
• Cross-Functional Collaboration
• Advanced Excel Skills
• CPA Qualified

ATS Optimization Keywords

Hard Skills

• Budgeting
• Forecasting
• Scenario Analysis
• Financial Reporting
• KPI Analysis
• Data Analysis
• Financial Consolidation
• Assumption Validation
• Performance Review
• Financial Data Insights

Soft Skills

• Attention to Detail
• Interpersonal Skills
• Team Player
• Proactive Problem-Solving
• Clear Communication

Certifications & Qualifications

• Bachelor’s Degree in Accounting
• Bachelor’s Degree in Finance
• CPA Qualified

Industry Keywords

• Financial Planning and Analysis
• Corporate Finance
• Technology Industry
• Legal Services Industry

Tools & Technologies

• Workday Adaptive Planning
• NetSuite