Strategic Financial Analyst, FP&A

WorkWave; Austin (TX); Remote; USD 85,000 - 125,000; Full time

Benefits offered by this job

Remote-first culture

Flexible Time Off

Health benefits

401(k) with company match

Job summary

WorkWave is seeking a Strategic Financial Analyst to join our FP&A team. This role sits at the table with the ELT and key stakeholders, translating financial data into insights that shape decisions.

You’ll own planning, forecasting, and performance conversations, acting as a trusted advisor to challenge assumptions and surface risks and opportunities. You’ll partner with cross-functional teams, build robust financial models, and prepare board-ready materials that connect performance to strategic

Qualifications

• Bachelor's degree in finance, accounting, economics or related field.
• 3-6 years of FP&A, corporate finance, investment banking, or related analytical experience.
• Demonstrated experience presenting to and influencing senior leaders (VP-level+).
• Advanced financial modeling skills in Excel/Google Sheets; building models from scratch.
• Experience with FP&A or BI tools (Adaptive Insights, NetSuite, Tableau, Power BI) is a plus.
• Strong SQL or data manipulation skills are a plus but not required.
• Excellent communication skills translating financial concepts to non-finance audiences.
• A natural business partner: curious, proactive, and able to push back when data disagrees.

Responsibilities

• Serve as the primary finance partner for one or more business units, building trusted relationships with ELT and senior stakeholders.
• Own annual budget, monthly forecast, and long-range planning; ensure accuracy and alignment with goals.
• Analyze monthly/quarterly results vs budget/forecast; translate drivers of variance into narratives.
• Partner on strategic initiatives—pricing, headcount, investments, product launches—build models and business cases.
• Prepare board-ready and ELT-ready materials, KPI dashboards, and ad hoc analyses.
• Identify trends, risks, and opportunities; proactively bring recommendations.
• Continuously improve forecasting accuracy, reporting efficiency, and FP&A tools/systems.
• Collaborate with Accounting, Sales, Operations to ensure data consistency.

Skills

Financial modeling

Executive communication

Forecasting

Data analysis

Education

Bachelor's degree in finance or related

Tools

Adaptive Insights

NetSuite

Tableau

Power BI

Job description

We're looking for a Strategic Financial Analyst to join our FP&A team in a role built around business partnership. This isn't a back-office reporting seat — you'll sit at the table with the Executive Leadership Team (ELT) and key functional stakeholders, translating financial data into insight that shapes real decisions. You'll be the analytical backbone behind planning, forecasting, and performance conversations, while acting as a trusted advisor who challenges assumptions, surfaces risks and opportunities, and helps leaders see around corners. The ideal candidate is equally comfortable building a rigorous financial model and presenting its implications to a VP or C-suite executive — someone who can move fluidly between the details and the "so what."

What You’ll Do

• Business Partnership: Serve as the primary finance point of contact for one or more business units or functions, building trusted relationships with the ELT and senior stakeholders
• Planning & Forecasting: Own the annual budget, monthly forecast, and long-range planning processes for your area(s), ensuring accuracy, timeliness, and alignment with company goals.
• Performance Analysis: Analyze monthly/quarterly financial results versus budget and forecast, identifying key drivers of variance and translating them into clear, actionable narratives for leadership.
• Decision Support: Partner with stakeholders on strategic initiatives — pricing, headcount planning, investment cases, new product launches — building financial models and business cases to support decision-making.
• Executive Reporting: Prepare board-ready and ELT-ready materials, including monthly business reviews, KPI dashboards, and ad hoc analyses that connect financial performance to strategic priorities.
• Insight Generation: Proactively identify trends, risks, and opportunities in the business and bring recommendations to stakeholders before they ask.
• Process Improvement: Continuously improve forecasting accuracy, reporting efficiency, and the tools/systems used across FP&A (e.g., Adaptive, Excel/Google Sheets modeling).
• Cross-Functional Collaboration: Work closely with Accounting, Sales, Operations, and other departments to ensure consistent, accurate financial data across the organization.

What We’re Looking For

• Bachelor's degree in finance, Accounting, Economics, or a related field
• 3-6 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical role.
• Demonstrated experience presenting to and influencing senior leaders (VP-level and above)
• Advanced financial modeling skills in Excel/Google Sheets; comfort building models from scratch
• Experience with FP&A or BI tools (e.g., Adaptive Insights, NetSuite, Tableau, Power BI) a strong plus
• Strong SQL or data manipulation skills a plus but not required
• Excellent communication skills — able to translate complex financial concepts into clear, business-relevant language for non-finance audiences.
• A natural business partner: curious, proactive, and comfortable pushing back constructively when the data tells a different story.
• High attention to detail balanced with the ability to zoom out and see the bigger picture
• Comfortable operating in ambiguity and prioritizing across competing demands in a fast-paced environment.

What Success Looks Like

• ELT and key stakeholders view you as a go-to thought partner, not just a numbers provider
• Forecasts and budgets are increasingly accurate and trusted across the organization
• Your analysis directly informs strategic decisions — pricing changes, investment approvals, resource allocation
• Finance is seen as embedded in the business, not siloed from it

What You Should Know About Us

• We are laid back but buttoned up. We offer a casual work environment and remote work flexibility and have a passion for developing creative, innovative best in class solutions that directly contribute to the success of our customers
• We care deeply and deliver service and solutions that make a real difference in the lives of our clients and their businesses
• We openly accept others as they are and build strong partnerships based on trust
• Teamwork and collaboration is key to help our colleagues and customers solve their challenges
• Our team is energetic, fun, naturally inquisitive and eager to make an impact, we invite you to join us!

Love What You Do, No Matter Where You Do It

• Join our Remote-First Global Work Community: WorkWave provides an innovative and dynamic remote-first Global Work Community that encourages growth, creativity, and collaboration. No matter what stage of your career or where you live, WorkWave is your place to be part of a global company with a startup feel, where your ideas matter and your growth is a priority

A Global Company With a Local Presence

• We know that there are benefits of being in the office and working from home. WorkWave promotes a healthy work/life balance and provides employees with the flexibility of collaborating in the office or the option to work virtually if desired. Our teams are well versed at working collaboratively in a fully virtual environment
• Our HQ is based at our state of the art home office in the historic Bell Works complex located in Holmdel Township, New Jersey. We keep our offices available to all to use when working remotely isn’t feasible, or to help with cross training, team building and/or brainstorming
• We have employees in over 30 states, 7 countries and many regional offices - each with their own set of perks and opportunities to give back to the local community
• Whether you work remotely or take advantage of one of our offices, you’ll find a community of WorkWavers that value diversity, and care deeply about our products, clients, our communities and each other

Relax, We’ve Got You Covered

• Employees can expect a robust benefits package, including health and dental and 401k with company match

And Beyond

• Find your perfect work/life balance with our Flexible Time Off policy or generous PTO plan (role dependent) and paid holidays
• Up to 4 weeks paid bonding leave
• Tuition reimbursement
• Robust Employee Assistance Program through TotalCare offering free counseling 24/7/365, plus financial counseling, legal guidance, adoption assistance services and much more!
• 24/7 access to virtual medical care with Teladoc
• Quarterly awards based on peer nominations
• Regional discounts and perks
• Opportunities to participate in charitable events and give back to the community

Grow With Us

• We understand the impact of attracting and keeping top talent and reward intellectual curiosity and a thirst for personal and professional growth
• Encouraging our employees that already have an intimate knowledge of and passion for our products to apply for other roles within our walls just makes sense!
• Our employees have access to extensive video libraries for soft skill and role specific training available 24/7 and live trainings are provided throughout the year

Join Our Winning Team

• 10 Time winner of Best Place to Work in New Jersey by NJBiz!
• WorkWave has been recognized with multiple awards for its outstanding products, growth and culture, including the Inc. 5000, SaaS Award, IT World Awards, Globe Awards, Silver Stevie Award for Employer of the Year, and Best Place to Work Inc. Magazine
• Recently named one of The Software Report's 3rd annual list of the Top 100 Software Companies of 2022 (worldwide!)

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status:

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At WorkWave, we are dedicated to building a diverse, inclusive and authentic workplace, so if you feel like you could make a great impact in this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may just be the right candidate for this or other roles!

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.