Senior Finance Planning Analyst

Senior Analyst, FP&AWe are seeking a Senior Analyst, FP&A to join our Finance team. This highly visible role is critical in delivering financial insights and operational visibility to business leaders while supporting strategic decision-making. The ideal candidate is analytical, business-oriented, and has a strong technical foundation in financial systems and data analysis. This role blends traditional FP&A responsibilities with data analytics and automation—offering an exciting opportunity to influence how we scale financial reporting and planning processes.ResponsibilitiesFinancial & Operational AnalysisAnalyze large, complex data sets to identify trends, risks, and opportunities.Translate data into insights to support business decision-making across departments.Partner with business units to understand drivers behind performance and variances to plan.Reporting & InsightsBuild and maintain financial and operational dashboards to track KPIs.Create self-service reporting tools and automate recurring reports.Support development of scalable reporting frameworks and executive dashboards.Budgeting & ForecastingContribute to annual budgeting and rolling forecasts.Provide financial modeling support for business planning scenarios and initiatives.Track budget vs. actuals and partner with stakeholders to manage spend.Systems & ToolsCollaborate with BI and Data Engineering teams to integrate and validate data from ERP (e.g., NetSuite), CRM, OpenAir, and other systems.Serve as a super-user of FP&A tools (e.g., Pigment, Adaptive Insights, Power BI, Excel).Support continuous systems improvements, including database structuring and data governance.Collaboration & CommunicationPartner cross-functionally with Accounting, Sales Ops, HR, and IT.Provide ad hoc support and analysis for senior leadership.Communicate findings clearly, concisely, and in a business-friendly manner.Required Skills & EducationBachelor's degree in Finance, Accounting, Economics, Engineering, Computer Science, or related field (MBA preferred).4–6 years of experience in FP&A, financial analytics, or other data-intensive finance roles.Strong proficiency in Excel and data analysis tools (e.g., SQL, Power BI, Python).Experience with ERP systems (NetSuite preferred) and financial planning tools.Strong business acumen; ability to think both strategically and tactically.Excellent communication and collaboration skills.Ability to thrive in a fast-paced, evolving environment.Preferred SkillsExperience in SaaS or technology sectors.Experience integrating financial and operational systems for reporting.Familiarity with Pigment, Anaplan, or other cloud-based planning tools.VitalEdge is an Equal Opportunity Employer