Senior FP&A Analyst — Strategy, Forecasting & Insights

Solomon Page

United States

Remote

USD 120,000 - 135,000

Full time

2 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Retirement savings
Paid time off
Wellness programs
Flexible work arrangements

Job summary

Solomon Page is assisting a leading data and analytics company with a Senior Analyst, FP&A who will own forecasting, budgeting, and performance management for two core go-to-market lines. You will build scalable financial models and deliver executive-ready insights in collaboration with finance, product, technology, and business leaders.

The role emphasizes cross-functional planning, KPI dashboard development, and opportunities to optimize spend using BI tools (Tableau/Power BI) and SQL.

Qualifications

  • Bachelor's degree in a finance or analytics field or equivalent experience.
  • 3-7 years of FP&A, corporate finance, or related analytical work.
  • Experience supporting executive, product, and technology leadership.
  • Background in SaaS/technology and PE-backed environments preferred.
  • Advanced Excel and PowerPoint; Tableau/Power BI familiarity is a plus.
  • Strong analytical, communication, and problem-solving skills.

Responsibilities

  • Lead budgeting, planning, forecasting, reporting, and performance management for key areas.
  • Develop financial models, KPI dashboards, and planning frameworks for executives.
  • Deliver scalable reporting on top-line performance using BI tools and SQL.
  • Provide insights on budget variances, forecast risks and opportunities, and vendor spend.
  • Prepare monthly/quarterly executive and board materials.
  • Drive cross-functional planning with Sales, Marketing, and Customer Success.
  • Identify process improvements and automation, including AI tools, to boost accuracy.
  • Lead ad hoc FP&A analyses for leadership and business units.

Skills

Budgeting
Forecasting
Financial modeling
KPI dashboards
SQL
Tableau
Power BI
Communication
Analytical thinking

Education

Bachelor's degree in Finance, Accounting, Business, or related field

Tools

Tableau
Power BI
SQL
Databricks
Snowflake
NetSuite
Salesforce
Adaptive Planning

Job description

Solomon Page is assisting a leading data and analytics company with a Senior Analyst, FP&A who will own forecasting, budgeting, and performance management for two core go-to-market lines. You will build scalable financial models and deliver executive-ready insights in collaboration with finance, product, technology, and business leaders.

The role emphasizes cross-functional planning, KPI dashboard development, and opportunities to optimize spend using BI tools (Tableau/Power BI) and SQL.

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