FP&A Analyst

Role Description

The FP&A Analyst will be responsible for financial planning, forecasting, variance reporting, and business partnering.

• Financial Planning & Forecasting:
  • Maintain and update the rolling P&L forecast on a monthly cadence.
  • Drive the annual budget process — collect and validate inputs from department heads, consolidate, and model scenarios for leadership review.
  • Use AI-assisted tools and workflows across forecasting, scenario modeling, variance analysis, and assumption refresh.
  • Build and maintain financial models for forecasting, scenario analysis, and variance reporting.
  • Update headcount, opex, and capex assumptions; reflect changes in financial outputs.
  • Document forecast methodology and assumptions to keep the model auditable and transferable.
• Variance & Performance Reporting:
  • Prepare monthly budget-to-actual variance analysis with clear supporting commentary.
  • Build and maintain KPI dashboards and management reporting.
  • Surface trends, variances, and anomalies in the data with context and recommended next steps.
• Business Partnering & Decision Support:
  • Partner with department heads to explain results vs. budget and forecast.
  • Build ad hoc analytical models to support pricing, hiring, investment, and other strategic decisions.
  • Provide ROI and cost-impact analysis on proposed initiatives.
  • Support cross-functional projects requiring financial analysis, scenario modeling, or business case development.
• Process, Tools & Continuous Improvement:
  • Maintain models, workpapers, and documentation to professional standards.
  • Drive system and process improvements through AI-assisted automation.
  • Build NetSuite saved searches and ad hoc reports independently.
  • Document SOPs for recurring deliverables.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• 2–4 years of progressive financial analysis experience in FP&A, corporate finance, accounting, or a comparable analytical role.
• Advanced proficiency in Microsoft Excel for financial modeling.
• Working knowledge of U.S. GAAP sufficient to read and interpret financial statements.
• Basic understanding of accounting principles and how transactions flow through the books.
• Strong analytical skills with the ability to translate data into clear business insight and recommendations.
• Working fluency with NetSuite preferred.
• Experience in manufacturing and SaaS environments preferred.
• Comfort using AI / LLM-based tools applied to analytical workflows.
• Progress toward CFA, CPA, CMA, or MBA preferred.

Requirements

• Analytically curious — comfortable digging into the why behind a number.
• Effective communicator across finance and operating partners.
• Comfortable building from scratch — models, dashboards, and processes.
• Detail-oriented without losing the strategic view.
• Knows when to ship a working prototype for feedback vs. when to polish before sharing.

Benefits

• Competitive salary
• Comprehensive medical, dental, and vision insurance
• 401(k) retirement plan with a company match (up to 4% after your first year)
• Paid Time Off, Sick Leave, and 11 Paid Holidays
• Ongoing learning and development opportunities to support your growth
• Clear paths for career advancement as you grow with us
• Company-paid life and disability insurance for peace of mind
• Health savings account and flexible spending account options
• A collaborative, inclusive work environment with regular team-building activities and fun company events