Senior FP&A Analyst — Strategic Forecasting & Board Reporting

Insperity; Austin (TX); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Life and disability insurance

HSA/FSA

Paid time off

Employee assistance program

Hybrid work

Job summary

Insperity is seeking a Senior Financial Analyst, FP&A to turn complex business questions into actionable financial insights. This high-visibility role provides exposure to planning, forecasting, capital allocation decisions, board reporting, and enterprise-wide initiatives.

The ideal candidate possesses strong financial modeling capabilities, advanced Excel skills, and experience with EPM/CPM platforms and BI tools.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
• 4+ years of FP&A, corporate finance, accounting, or analytical experience
• Experience with EPM/CPM platforms and BI tools like SQL/Power BI/Tableau
• Advanced Excel skills with strong structure and auditability
• Ability to explain P&L, balance sheet, and cash flow connections, building driver-based schedules

Responsibilities

• Translate open-ended questions into structured financial analyses and recommendations
• Analyze unit economics, contribution margins, and cost-to-serve metrics
• Conduct deep-dive analyses of revenue, profitability, costs, and operations
• Develop ROI analyses and business cases for capital investments
• Support annual budgeting and rolling forecasting processes
• Monitor budget-to-actual variances and identify risks and opportunities
• Maintain driver-based financial models and forecasting tools
• Prepare schedules and analyses for executive and Board materials
• Partner with leaders to provide financial guidance and insights
• Improve reporting processes through automation and standardization
• Support data integrity across finance and operations systems

Skills

FP&A

Financial modeling

SQL

Power BI

Tableau

Excel

Three-statement mechanics

Board reporting

Executive interaction

Education

Bachelor's degree

Tools

Vena

Anaplan

Adaptive Insights

Planful

OneStream

Job description

Insperity is seeking a Senior Financial Analyst, FP&A to turn complex business questions into actionable financial insights. This high-visibility role provides exposure to planning, forecasting, capital allocation decisions, board reporting, and enterprise-wide initiatives.

The ideal candidate possesses strong financial modeling capabilities, advanced Excel skills, and experience with EPM/CPM platforms and BI tools.