Senior Analyst, Financial Planning & Analysis – FP&A

Role Overview

• Lead budgeting, planning, forecasting, reporting, and financial performance management processes for key areas across the Product, Technology & Analytics organization.
• Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks that improve executive visibility and enable data-driven product investment decisions.
• Use BI tools (Tableau, Power BI, or similar), SQL, and financial systems to design and deliver accurate, scalable reporting on technology and product spend, investment performance, and key business drivers.
• Develop insights and recommendations for product and engineering leaders on budget performance, variance drivers, forecast risks and opportunities, investment trade-offs, and cost-optimization opportunities across technology investments and vendor spend.
• Lead the development of monthly and quarterly executive and board-level materials, translating complex financial and operational data into clear narratives for senior technology and product leadership.
• Drive cross-functional planning with product managers, data scientists, and engineers to align roadmap planning, investment priorities, and resource allocation decisions.
• Identify, develop, and implement process improvements and automation opportunities, including use of AI tools and data automation to increase forecast accuracy, planning efficiency, and executive visibility.
• Lead ad hoc financial analyses and special projects for the FP&A leadership, CFO, and product and technology leadership, including framing the business question, building the analysis, and communicating actionable recommendations.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related analytical discipline.
• 5-8 years of experience in Finance, Accounting, FP&A, corporate finance, product/technology operations, or a related analytical role; experience supporting executive, product, and technology leadership is strongly preferred.
• Experience working in SaaS/technology companies and private equity portfolio company environments is strongly preferred.
• Strong Excel and PowerPoint skills, including experience with pivot tables, lookups, and structured financial analysis; familiarity with BI tools such as Tableau or Power BI is a strong plus.
• Strong analytical and problem-solving skills with attention to detail.
• Demonstrated ability to lead financial planning processes, create new analytical frameworks, influence cross-functional product and technology stakeholders, and turn data into executive-level recommendations.
• Ability to communicate financial concepts clearly to both finance and non-finance stakeholders.
• Comfort working independently, managing ambiguity, and adapting to changing priorities.
• Familiarity with operating expense management, headcount planning, forecasting, variance analysis, and executive reporting is a strong plus.
• Experience with NetSuite, Salesforce, Adaptive Planning, Tableau, Power BI, or similar systems is also valued.

Tech Stack

• SQL
• Tableau

Benefits

• JD Power is committed to employing a diverse workforce.
• Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.
• Should you require accommodations during the recruitment and selection process, please reach out to tarecruitment@jdpa.com.
• JD Power does not disclose your personal data to unauthorized third parties.