Senior Financial Analyst – FP&A

Senior Financial Analyst – FP&A Job Description Template

Our company is looking for a Senior Financial Analyst – FP&A to join our team.


  • Support the Vice President, Operations to achieve local and region financial and human capital scorecard objectives;
  • Support automation and enterprise consolidation of data used in monthly, quarterly, and annual performance reports;
  • Continuous process improvements: Identify, Lead, and Create process and model improvements, not just maintain them;
  • Ad hoc and on-demand analytics to support executive leadership and third parties;
  • Proactively spot and communicate trends and risks within financial statements, analyses, and projects;
  • Assist with coordinating capital expenditure projections and related operating expenditure across multiple business units;
  • Provide support to assist driving financial transparency across multiple business units;
  • Support balance sheet budgeting and forecasting;
  • Execute and perform tasks contributing to the completion of the annual budget;
  • Design, develop and produce standard monthly, quarterly, and annual performance analytics;
  • Support free cash flow budgeting and forecasting;
  • Maintain compliance with Inovalon’s policies, procedures and mission statement; and;
  • Benchmarking Company performance vs SaaS industry trends;
  • Project management across functions; including financial and operational information;
  • Responsible for developing data expertise and working closely with the team to craft and deliver the story to senior leadership.


  • Bachelor’s degree in accounting or finance;
  • Strong EQ, analytical and quantitative skills;
  • Authorized to work in the US;
  • Ability to build and maintain positive working relationships with other departments throughout the company;
  • Ability to effectively and autonomously prioritize multiple demands with support of management;
  • Attention to detail, with high standards of accuracy and review, but must have ability to see the big picture;
  • Big 4 and public accounting experience, strongly preferred;
  • Desire to consistently exceed expectations and take on more responsibility;
  • Must be very detail oriented and self-motivated, as this position generally requires employees to work independently;
  • Self-directed, results driven, with passion for always taking things to the next level to continuously improve financial and operational performance;
  • Expert Excel skills required (VBA experience is a plus);
  • Understanding of relevant ASC guidance for software industry;
  • Ability to partner with internal customers effectively;
  • Understanding of US GAAP, quarterly earnings process and public company audit;
  • Strong business acumen and ability to build confidence at all levels and roles.