Financial Planning Analyst

Job Description

Job Description

We are looking for a Financial Planning Analyst to join our team in San Ramon, California. In this role, you will help shape budgets, forecasts, and performance reporting while partnering with leaders across the business to turn operational plans into clear financial insight. This position is ideal for someone who enjoys working with data, building models, and supporting decision-making in a dynamic, growth-oriented environment.

Responsibilities:
• Develop and maintain budgets, quarterly forecasts, and updated financial outlooks across revenue, operating costs, headcount, and cash flow.
• Collaborate with department leaders to translate hiring plans, spending needs, and business objectives into practical financial plans.
• Compare actual results against budget and forecast expectations, then highlight performance drivers, emerging risks, and potential opportunities.
• Create recurring reporting packages, dashboards, and key performance indicators to support leadership review and business planning.
• Build financial models that inform investment choices, resource allocation, pricing considerations, and broader strategic initiatives.
• Analyze trends in revenue, margins, operating expenses, workforce costs, and other operating metrics to support business decisions.
• Contribute to month-end and periodic reporting deliverables, including materials prepared for executives and external stakeholders.
• Maintain workforce planning assumptions by modeling compensation, benefits, and staffing changes over time.
• Identify ways to streamline analysis and reporting through automation, AI-enabled tools, and continuous process improvements while protecting sensitive data.• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline.
• At least 3 years of experience in FP& A, corporate finance, financial analysis, accounting, consulting, or a similar analytical function.
• Demonstrated strength in financial modeling, forecasting, budgeting, and variance analysis.
• Advanced proficiency in Excel or Google Sheets, including the ability to work with complex formulas, lookups, and pivot tables.
• Solid understanding of income statements, balance sheets, cash flow, and core financial planning concepts.
• Strong communication, organization, and problem-solving skills with the ability to manage multiple deadlines independently.
• High level of accuracy, attention to detail, and discretion when handling confidential financial information.
• Experience with planning or ERP platforms such as Adaptive Insights, NetSuite, or similar tools is preferred.