Senior Financial Analyst

Role Description

Reporting to the Senior Manager of FP&A, you will work across the company to create financial forecasts, KPIs, dashboards, and reporting that will guide the company’s forward momentum. As an integral part of the FP&A team, your strategic analyses and insights will help identify opportunities for growth and optimize resource allocation across the business. The ideal candidate is an independent self-starter, curious, can balance efficiency and speed with attention to detail and is a true team player.

What You’ll Be Doing

• Building and maintaining financial models including: reporting, budgeting, forecasting and other relevant business cases to drive actionable insights for leadership decisions.
• Analyzing past and current financial data to develop accurate forecasts and report on key metrics.
• Optimizing and implementing standard financial processes and tools as the business evolves and grows, with an emphasis on operating expense management.
• Developing deep partner relationships across the organization by providing visibility into performance, establishing trust, gaining an understanding of relevant partner goals and acting as subject matter expert of operating expenses.
• Providing financial support for ad-hoc and recurring events including weekly senior leadership meetings, monthly all-hands, board presentations, quarterly business reviews, price and promotion analysis, and other high-level meetings.
• Identifying and implementing AI-driven tools and workflows to streamline FP&A processes, improve forecast accuracy, automate routine analyses, and deliver faster, more actionable financial insights to stakeholders.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or related field.
• 3-5 years of relevant financial experience in a similar role with an emphasis on operating expense management/budget compliance.
• Strong financial modeling and communication skills that brings the business story to life is required.
• Knowledge of GAAP accounting and understanding of all financial statements.
• Advanced Excel/PowerPoint/Google Sheets skills with experience building operating expense actuals vs budget from raw financial data out of accounting platforms.
• Experience working with Planful to support budgeting, forecasting and reporting is preferred or experience with similar financial planning and analysis systems.
• Experience with NetSuite and/or Looker, a plus.
• Experience using SQL-based systems and data tools to extract insights, analyze performance, and support business decision-making.
• Demonstrated experience building and leveraging AI tools to enhance FP&A functions such as forecasting, variance analysis, scenario modeling, and financial reporting.
• Strong presentation and communication skills with the ability to create and deliver executive-level content, clearly translating data into actionable insights and compelling business narratives.
• Superb interpersonal skills and the ability to build relationships cross-functionally.
• Outstanding organizational skills with the ability to work on multiple projects simultaneously and flexibility to manage competing and changing priorities.
• Experience in developing and improving processes, with desire to inspire change.
• High integrity and accountability.
• Start-up experience a plus; ability to work autonomously in a high growth environment required.

Benefits

• Remote-first workplace (since 2016!).
• Competitive Salary.
• Health, Vision & Dental Insurance.
• HSA company contributions.
• 401K with company match component.
• Take what you need Paid Time Off.
• Wellness benefits.
• WFH office and cell phone/internet stipend.
• A FREE MATTRESS plus an awesome Friends and Family discount!