Senior FP&A Partner | Forecasting, Analytics & Systems

Ledgent-Finance-; Morgan Hill (CA); On-site; USD 175,000 - 190,000; Full time

Job summary

Ledgent Finance & Accounting seeks a Senior Financial Analyst in Morgan Hill, CA to support budgeting, forecasting, and financial planning across the organization. This role emphasizes business partnering, financial systems administration, and robust analytics to drive strategic initiatives.

The ideal candidate will have 6+ years in FP&A or related fields, strong Excel and ERP experience, and excellent communication skills to present findings to executives.

Qualifications

• Requires a Bachelor's degree and 6+ years in FP&A, financial systems, or related fields.
• Experience in budgeting, forecasting, financial modeling, and management reporting.
• Working knowledge of ERP systems and strong Excel/Office proficiency.

Responsibilities

• Partner with business leaders on annual budgeting, forecasting, and long-range planning.
• Design and maintain FP&A reports, dashboards, and KPIs for executive review.
• Develop complex financial models to evaluate profitability, pricing, and investments.
• Act as primary administrator for FP&A platform and ensure data integrity across systems.
• Support cross-functional teams with data-driven insights and decision support.

Skills

Budgeting

Forecasting

Financial modeling

Management reporting

ERP systems

Excel

Analytical skills

Communication skills

Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Workday Adaptive Planning

Job description

Ledgent Finance & Accounting seeks a Senior Financial Analyst in Morgan Hill, CA to support budgeting, forecasting, and financial planning across the organization. This role emphasizes business partnering, financial systems administration, and robust analytics to drive strategic initiatives.

The ideal candidate will have 6+ years in FP&A or related fields, strong Excel and ERP experience, and excellent communication skills to present findings to executives.