Strategic FP&A Lead — Forecasting, Power BI & Growth

Jobot; Irvine (CA); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Hybrid schedule

401(k) match

Competitive compensation

Excellent benefits

Career growth

Job summary

Jobot in Irvine is seeking a Senior Corporate Finance Analyst with 7–15 years of experience to own financial modeling, forecasting, and strategic planning. The role partners with senior leadership and cross-functional teams to deliver insights, build Power BI dashboards, and drive revenue analysis.

Hybrid schedule with onsite days supports collaboration and executive exposure. Responsibilities include leading budgeting cycles, long-range plans, and ASC 606 revenue analysis, while migrating

Qualifications

• 7–15 years of progressive corporate finance experience.
• Strong background in financial modeling, forecasting, budgeting, long-range planning, and variance analysis.
• Advanced Excel skills; Power BI, SQL, and VBA experience highly valued.

Responsibilities

• Own complex financial models, forecasting, annual budgets, and long-range strategic plans.
• Analyze financial performance, profitability, margins, commissions, pricing, and bonus structures across the business.
• Partner directly with senior leadership and executive stakeholders to deliver financial insights that drive strategic decisions.
• Build and maintain KPI dashboards and analytics in Power BI to improve visibility into business performance.
• Lead financial reporting and forecasting cycles while partnering closely with Accounting and cross-functional teams.
• Analyze revenue performance including ASC 606 revenue recognition and deferred revenue.
• Build scalable reporting solutions using Power BI, SQL, and advanced Excel/VBA — migrate Excel-based processes to modern platforms.
• Work side by side with consultants on system implementations and process modernization initiatives.

Skills

Financial modeling

Forecasting

Budgeting

Variance analysis

Advanced Excel

Tools

Power BI

SQL

VBA

Job description

Jobot in Irvine is seeking a Senior Corporate Finance Analyst with 7–15 years of experience to own financial modeling, forecasting, and strategic planning. The role partners with senior leadership and cross-functional teams to deliver insights, build Power BI dashboards, and drive revenue analysis.

Hybrid schedule with onsite days supports collaboration and executive exposure. Responsibilities include leading budgeting cycles, long-range plans, and ASC 606 revenue analysis, while migrating