Sr. Financial Analyst, Corporate FP&A

OEConnection LLC; Cleveland, Northern (OH, KY); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Benefits Day 1

401(k) match

Unlimited PTO

Remote stipend

Tuition assistance

Pet insurance

Employee discounts

Job summary

OEConnection LLC is seeking a seasoned FP&A professional to deliver high-quality financial planning, reporting, analysis, and insights across the organization.

You will support a broad set of functions, partner with leadership, and help drive data-driven decisions through advanced analytics and AI tools in a remote-first, private-equity-backed SaaS environment.

Qualifications

• Bachelor's degree in Finance/Accounting or related field.
• At least 5 years of progressive experience in financial analysis.
• Strong analytical and financial modeling skills.
• Knowledge of reporting systems and AI platforms.
• Excellent communication and business partnering skills.

Responsibilities

• Support FP&A activities across Finance, HR, Legal, and other leadership.
• Assist month-end close, review results, resolve variances, and publish reports.
• Contribute to annual budget, rolling forecast, and 3-year plans with leaders.
• Leverage AI tools to accelerate analysis and improve narratives.
• Support capitalized software ROI analysis with Technology and Accounting.
• Aid in M&A due diligence and integration analyses.

Skills

Financial analysis

Financial modeling

Communication

Time management

Excel

Collaboration

Forecasting

Education

Finance/Accounting degree

Tools

Hyperion

Workday Adaptive Planning

OneStream

Co-Pilot

Claude

Excel

Job description

Job Summary

Delivers high-quality financial planning, reporting, analysis, and insights across the organization.

What You'll Do

• Support Technology, Marketing, and Admin Administrative (Finance, HR, Legal, etc.) leadership with all FP&A activities.
• Assist 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.
• Participate 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.
• Support capitalized software tracking and ROI (Return on Investment) analysis in partnership with Technology and Accounting.
• Aid 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.

Other Position Requirements

We are unable to provide visa sponsorship for this position. Candidates must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future.

What We Offer:

• Full benefits starting Day 1: Medical, Dental, and Vision
• 401(k) with company match
• Unlimited Flex Time Off plus 10 company-paid holidays
• Remote-first role with a monthly communication stipend and one-time equipment stipend upon hire
• Professional development programs
• Tuition assistance (after 12 months of employment)
• Pet insurance
• Employee resource groups and exclusive employee discounts