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Sr Analyst, Financial Planning & Analysis

San Jose, California, United States of America💼 Full-time💰 $98,000–$98,000🗓 2026-05-22 → 2026-07-17

Core

Collaborates with business and finance teams on forecasting, budgeting, month-end closing, financial/deal modeling, performance measurement, reporting, and analysis to support transformation projects and process optimization.

Role type

Senior Financial Planning & Analysis Analyst

Builds

Financial forecasts, budgets, performance reports, and executive-level presentations

Domain

Fintech / Financial Services

Deliverable

dashboards & analysis

Required skills

Forecasting, budgeting, financial modeling, performance analysis, data synthesis, executive presentation, stakeholder collaboration, risk assessment

Preferred skills

Process improvement, analytics tool optimization, cross-functional consulting

Technologies

Financial modeling tools, analytics platforms

Responsibilities

Support planning and forecasting processes; Review business performance on regular cadences; Produce executive-level presentations; Work closely with finance and technical teams to drive process improvements; Facilitate discussions with stakeholders to manage expectations; Consult with finance leads on key issues, risks, and dependencies

Seniority

Mid-level, hands-on IC

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