Senior Financial Analyst, FP&A

Job Description: Own the maintenance and quarterly refresh of consolidated forecasts (3+9, 6+6, 9+3)Support and help drive the annual budgeting process, including business unit input collection, consolidation, and executive review materialsMaintain forecast assumptions, scenario logic, and version control across planning cyclesBuild and maintain monthly board reporting packages, including P&L performance, variance commentary, and KPI reportingPartner with the VP of FP&A to develop executive-level narratives on performance and trendsPrepare materials for board meetings, audit committee meetings, and lender/investor reportingSupport the monthly reporting process across actuals vs. budget, forecast, and prior yearAnalyze revenue, gross margin, and operating expense performanceIdentify root causes of variances and clearly communicate drivers and implicationsSupport multi-year planning and strategic initiatives through scenario modelingBuild flexible models to evaluate business initiatives such as channel expansion, customer concentration, and capital structure changesPartner with business unit leaders and shared services teams to connect operating metrics to financial outcomesTranslate operational drivers (e.g., lead volume, RPO, channel mix) into financial performance insightsIdentify opportunities to improve FP&A processes, reporting, and data workflowsSupport efforts to automate recurring deliverables and improve reporting efficiencyPerform deep-dive analyses for executive leadership on key business questionsDevelop clear, structured analyses to support decision-making across the organizationRequirements: 3 - 7 years of progressive finance experience, including at least 3 years in FP&AExperience supporting consolidated forecasting and board-level reporting at a company of meaningful scale ($100M+ revenue)Background in investment banking, transaction advisory, or consulting is a plus when combined with FP&A experienceAdvanced Excel modeling skills, including driver-based forecasting and scenario modelingExperience working with large datasets and business intelligence tools (Power BI, Tableau, or Looker)Experience with EPM/CPM platforms (e.g., NetSuite, Adaptive, Pigment, Anaplan, Vena, or similar)Strong written and verbal communication skills, with the ability to clearly present financial insightsAbility to operate in ambiguous environments and make well-supported assumptionsStrong analytical mindset with attention to detail and accuracyExperience in performance marketing, lead generation, marketplaces, insurance, or transaction-based business modelsExposure to board reporting or lender/investor reporting processesFamiliarity with revenue recognition for services or marketplace businessesExperience supporting M&A diligence, integration, or strategic initiativesExperience working in private equity-backed or PE-influenced environments