Senior Financial Planning and Analysis Analyst
Core
Provide business and financial guidance to management through budgeting, forecasting, and financial reporting for assigned departments.
Role type
Senior Financial Planning and Analysis Analyst (Individual Contributor)
Builds
Automated forecast variance models, financial reports, and KPI dashboards for business units.
Domain
HR Technology / SaaS / Public Company Finance
Deliverable
production ML models | dashboards & analysis
Required skills
Financial planning and analysis, budgeting, forecasting, variance analysis, data mining, advanced Excel, PowerPoint, Anaplan, Tableau
Preferred skills
PEO business model knowledge, CLTV, CTS metrics, public company experience, CPA or CMA certification
Technologies
Anaplan, Tableau, Fieldglass, ServiceNow
Responsibilities
Prepare monthly, quarterly, and annual forecasts; report actuals against targets and analyze variances; build automated models for contractor headcount and cost analysis; participate in data mining for business unit KPIs; assist in Quarterly Business Review materials; perform ad hoc financial analysis and data reconciliation.
Seniority
Senior, hands-on IC