Strategic FP&A Analyst — Budgets, Dashboards & Insights

The David & Lucile Packard Foundation; Los Altos (CA); On-site; USD 89,000 - 117,000; Full time

Job summary

The David & Lucile Packard Foundation seeks a Senior Financial Analyst to lead FP&A efforts, collaborating with program staff and management. You will oversee budgeting, forecasting, and data-driven analyses, driving dashboards and management reporting to support strategy and decision-making.

You will bring 5+ years of related experience, strong Excel skills, and proficiency with planning systems and BI tools.

Qualifications

• BA degree in Finance/Accounting or data analytics with some education in Finance/Accounting.
• 5+ years of related work experience.
• Experience with budgeting and financial analyses across multiple data systems.
• Advanced Microsoft Excel skills with complex formulas and data manipulation.
• Experience building dashboards and reports in financial planning systems.

Responsibilities

• Lead FP&A efforts including budgeting and forecasting for programs and management.
• Create and maintain custom financial analyses and dashboards.
• Drive data mining and management reporting to inform strategy and decision making.
• Support improvement projects and cross-functional collaboration across teams.

Skills

Budgeting

Forecasting

Financial modeling

Data analysis

Dashboard creation

Project management

Education

BA degree in Finance, Accounting, Business, or data-analytics

Tools

Adaptive Insights

Tableau

Power BI

Job description

The David & Lucile Packard Foundation seeks a Senior Financial Analyst to lead FP&A efforts, collaborating with program staff and management. You will oversee budgeting, forecasting, and data-driven analyses, driving dashboards and management reporting to support strategy and decision-making.

You will bring 5+ years of related experience, strong Excel skills, and proficiency with planning systems and BI tools.