Senior FP&A Analyst

Role Overview

• Serve as a financial business partner to corporate functions including IT, HR, Legal, and Finance
• Provide financial planning, reporting, and analytical guidance to support key decisions and initiatives
• Prepare monthly management reports that deliver insights to guide decision-making and evaluate financial performance versus forecast, plan, and prior year
• Conduct regular variance analysis, keeping functional leaders informed and accountable to spend
• Develop and support financial forecasts and the annual operating plan
• Build and maintain detailed financial models for corporate cost centers
• Partner with Accounting, FP&A, and functional teams to support the monthly close process and ensure accurate expense recognition
• Deliver monthly forecast updates and annual operating plans, validating assumptions with function leaders and maintaining transparency on key drivers
• Monitor and drive forecast accuracy, proactively communicating spend trends and ensuring accountability to budget
• Provide timely financial reporting, automate and ensure accuracy of data pulls from Workday Adaptive Planning to improve efficiency and insight generation
• Support business cases and investment decisions through ROI and sensitivity analysis
• Standardize planning templates, automate recurring reports, and help streamline financial processes
• Conduct ad hoc deep dives into vendor spend, headcount, and productivity to identify risks and opportunities

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, or related field desired
• Advanced Degree (Master’s, MBA, Finance / Accounting concentration) preferred
• At least 3-5 years of relevant accounting or finance experience desired
• CPA, CMA or CFA preferred
• Strong understanding of accounting principles (GAAP)
• Proficiency in Microsoft Excel (advanced level)
• Strong verbal & written communication skills
• Analytical, problem-solving, and logical decision-making ability
• Business partnering / stakeholder management skills
• Experience with financial systems / planning tools
• Ability to work independently in a dynamic team
• Forecasting and budgeting expertise
• Prior experience in insurance or financial services preferred.
• Experience with BI / reporting tools
• Working knowledge of Adaptive Planning, or similar planning systems

Benefits

• medical, dental, vision, life, disability, and AD&D insurance
• tax-advantaged savings accounts
• 401(k) plan with company match
• generous paid time off programs including company holidays, vacation and sick days, new parent leave