Senior Analyst, Financial Planning & Analysis

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