Sr. Financial Analyst, Corporate FP&A

Upwork; Myrtle Point (OR); Remote; USD 90,000 - 121,000; Full time

Job summary

A leading freelance and remote work marketplace seeks a Financial Analyst to lead the forecasting process and collaborate across teams. You will prepare management reports and analyze financial metrics, leveraging your expertise in financial modeling and tools like Planful. This remote position offers a competitive salary, comprehensive benefits, and opportunities for personal growth.

Benefits

Unlimited paid time off (PTO)

Comprehensive medical coverage

Annual bonus plan

Long-term equity incentive program

Qualifications

• 3-5 years of experience in FP&A or strategic finance with ownership of forecasting.
• Hands-on experience with forecasting tools and ERP systems.
• Proven ability to synthesize large data sets into actionable insights.

Responsibilities

• Lead and manage the monthly forecasting process.
• Prepare and deliver monthly management reporting packages.
• Partner with finance, HR, and business units to validate data.

Skills

Financial modeling and analysis

Advanced proficiency in Excel or Google Sheets

Excellent communication skills

Cross-functional collaboration

Tools

Planful

ERP/reporting systems (NetSuite, Adaptive, Anaplan)

Job description

Overview

Employer Industry: Freelance and Remote Work Marketplace

Salary up to $120,250. Eligible for an annual bonus plan and participation in a long-term equity incentive program. Comprehensive medical coverage for you and your family. Unlimited paid time off (PTO) and 12 weeks of paid parental leave. Opportunity for personal and professional growth through development programs and mentorship. Remote work flexibility, allowing you to join from anywhere in the U.S.

What to Expect (Job Responsibilities)

• Lead and manage the end-to-end monthly forecasting process, ensuring alignment with strategic goals and cross-functional inputs
• Prepare and deliver monthly management reporting packages to senior leadership, highlighting trends, risks, and opportunities
• Partner with finance, HR, accounting, and business units to validate data and explain key variances and drivers
• Maintain and improve forecast models, templates, and dashboards in Planful, ensuring accuracy and usability
• Monitor and analyze company-wide metrics (revenue, expenses, margins, EBITDA) against targets, surfacing insights proactively

What is Required (Qualifications)

• 3–5 years of progressive experience in FP&A or strategic finance with ownership of forecasting and reporting cycles
• Strong financial modeling and analysis skills with advanced proficiency in Excel or Google Sheets
• Hands-on experience with forecasting tools (Planful preferred) and ERP/reporting systems (e.g., NetSuite, Adaptive, Anaplan)
• Proven ability to synthesize large data sets into actionable insights for senior stakeholders
• Excellent communication and cross-functional collaboration skills, with the ability to present clearly and effectively

How to Stand Out (Preferred Qualifications)

• Experience working in a remote-first environment
• Familiarity with the specific financial metrics relevant to the freelance and gig economy

#FreelanceMarketplace #FinancialAnalyst #RemoteWork #CareerGrowth #InclusiveWorkplace

Notes

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