Strategic FP&A Analyst: Forecasts, Budgets & Insights

Remote; San Francisco (CA); On-site; USD 85,000 - 115,000; Full time

Job summary

CAI in San Francisco seeks an FP&A Analyst to support financial planning, forecasting, management reporting, KPI analysis, and strategic decision support across the company. You will translate financial and operational data into clear insights for Finance leadership and business partners, and support budgeting and variance analysis.

The role builds financial models, dashboards, and reports, partners with Accounting, and assists with acquisition-related reporting as CAI scales globally.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field.
• Typically 2 to 4 years in FP&A, finance, data analytics, or a related analytical role.
• Strong Excel, financial modeling, and data visualization skills required.
• Experience with ERP systems and Power BI or similar reporting platforms preferred.

Responsibilities

• Support annual budget, rolling forecast, long-range plan, and scenario modeling processes by preparing templates, consolidating inputs, validating assumptions, and analyzing financial outcomes.
• Prepare monthly and quarterly reporting materials that explain revenue, gross margin, EBITDA, cash flow, backlog, pipeline, utilization, realization, project margin, working capital, and other key performance drivers.
• Perform variance analysis comparing actual results to budget, forecast, prior periods, and operating expectations, and clearly communicate key drivers, risks, and opportunities.
• Build and maintain financial models that support resource planning, project profitability, pricing analysis, capacity planning, hiring assumptions, cash flow forecasting, and investment decisions.
• Partner with Accounting to understand actual results, ensure reporting accuracy, reconcile management reporting to financial statements, and help explain timing differences or classification issues.
• Support FP&A systems and business intelligence efforts by maintaining report inputs, validating data, updating dashboards, documenting KPI definitions, and identifying opportunities to automate recurring analysis.
• Assist with acquisition-related reporting, including diligence support, Day 1 reporting, synergy tracking, integration dashboards, and post-close performance analysis.
• Prepare ad hoc analysis for Finance leadership, business leaders, investors, lenders, and other stakeholders as needed.

Skills

Excel skills

Financial modeling

Analytical curiosity

Attention to detail

Communication skills

Education

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field

Tools

ERP systems

Planning tools

Power BI

Job description

CAI in San Francisco seeks an FP&A Analyst to support financial planning, forecasting, management reporting, KPI analysis, and strategic decision support across the company. You will translate financial and operational data into clear insights for Finance leadership and business partners, and support budgeting and variance analysis.

The role builds financial models, dashboards, and reports, partners with Accounting, and assists with acquisition-related reporting as CAI scales globally.