CareerPlan

Sr Analyst, Financial Planning & Analysis

Austin, Texas, United States of AmericaFull-time$89k–$128k2026-10-19 → 2026-10-22
Hybrid

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 optimize analytics tools.

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 measurement, data analysis, process optimization, stakeholder management, risk assessment, presentation skills, cross-functional collaboration

Preferred skills

Transformation project support, analytics tool implementation, process strategy development

Technologies

Analytics tools, financial modeling software

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 and system improvements; Document and escalate potential risks/issues; Collaborate with stakeholders to gather inputs and summarize insights

Seniority

Mid-level, hands-on IC