Sr. Financial Analyst, Corporate FP&A

Francisco Partners; Cleveland (OH); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k) match

Unlimited leave + 10 holidays

Remote-first stipend

Equipment stipend

Professional development

Tuition assistance

Pet insurance

ERGs and discounts

Job summary

Francisco Partners is seeking an FP&A professional to deliver high-quality financial planning, reporting, and analysis across the organization. You will support Technology, Marketing, and Administrative functions and assist with month-end close, variance reviews, and executive financial statements in a hybrid/remote setting.

You will participate in annual budget, rolling forecast, and a 3-year plan, collaborating with functional leaders, leveraging AI tools for faster insights, and contributing

Qualifications

• Bachelor's degree required; Finance/Accounting focus preferred.
• At least 5 years of progressive experience in financial analysis.
• Strong analytical, financial modeling, and Excel skills.
• Knowledge of reporting systems and AI platforms is a plus.
• Ability to work in a hybrid/remote environment and partner across teams.

Responsibilities

• Support FP&A activities for Finance, HR, Legal leadership.
• Assist month-end close; review results and variances; publish reports.
• Participate in annual budget, rolling forecast, and 3-year plan.
• Collaborate with functional leaders on expense, balance sheet, and cash flow outlooks.
• Leverage AI tools to accelerate analysis and improve financial narratives.
• Support ROI analyses, capitalized software tracking, and potential M&A due diligence.

Skills

Financial analysis

Financial modeling

Excel

Communication

Cross-team partnering

Hybrid/remote work

Education

Bachelor's degree in Finance or Accounting

Tools

Hyperion

Workday Adaptive Planning

OneStream

Co-Pilot

Claude

Job description

Job Summary

Delivers high-quality financial planning, reporting, analysis, and insights across the organization. What You'll Do Supports Technology, Marketing, and Administrative (Finance, HR, Legal, etc.) leadership with all FP&A activities. Assists with the month-end close process by reviewing financial results and resolving variances, generating monthly board and executive financial statements, maintaining supporting schedules, and publishing a variety of reports to inform and drive business decisions. Participates in annual budget, rolling forecast, and 3-year strategic plan activities by preparing financial expense, balance sheet, and cash flow outlooks by collaborating with functional leaders. Leverages AI tools to accelerate analysis, improve the quality of financial narratives, and streamline recurring workflows. Supports capitalized software tracking and ROI (Return on Investment) analysis in partnership with Technology and Accounting. Aids in M&A (Mergers & Acquisitions) due diligence and acquisition integrations, and various ROI/investment analysis.

Education

A bachelor’s degree from an accredited college or university is required, with a focus in Finance, Accounting, or related discipline. In the absence of a degree, equivalent work experience directly related to the key responsibilities of the role will be considered as a substitute for the degree.

What You Bring

At least 5 years of progressive experience in financial analysis. Must also be able to demonstrate the following knowledge, skills and abilities: Strong analytical and financial modeling skills. Ability to effectively communicate. Able to use time, energy and resources to manage multiple priorities and meet deadlines and deliverables. Knowledge of reporting systems (Hyperion, Workday Adaptive Planning, OneStream, etc.) and AI platforms Co-Pilot and Claude. Advanced Microsoft Excel skills. Comfortable operating in a lean, high-growth, private-equity backed SaaS and technology-enabled services environment where building, iterating, and improving are part of the daily rhythm. Excellent business partnering skills and can work collaboratively across teams. Ability to demonstrate initiative and ownership. Can easily adjust to shifts in priorities as the needs of the business change. Able to work and thrive in a hybrid/remote work environment that has limited opportunities for in-person interactions. Willing and able to attend virtual meetings with the laptop camera on.

What We Offer

• Full benefits starting Day 1: Medical, Dental, and Vision401(k) with company matchUnlimited Flex Time Off plus 10 company-paid holidaysRemote-first role with a monthly communication stipend and one-time equipment stipend upon hire Professional development programsTuition assistance (after 12 months of employment)Pet insuranceEmployee resource groups and exclusive employee discounts