FP&A Analyst
Core
Financial partner embedded in business units, using data and AI to translate financial data into insights for strategic planning and forecasting.
Role type
FP&A Analyst (Finance Business Partner)
Builds
Data-driven financial models, forecasts, monthly/quarterly/annual reports, dashboards, and executive presentations.
Domain
Technology / High-growth SaaS
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, forecasting, variance analysis, financial reporting, data integrity, AI tool application, automation, BI tools, financial systems (Oracle, TM1), Excel/Google Sheets
Preferred skills
Experience in tech/high-growth environments, embedded finance business partner experience
Technologies
Tableau, Oracle, TM1 (IBM), AI tools
Responsibilities
Build and maintain financial models aligned with company goals; lead annual budgeting and periodic forecasting; analyze actual vs. budget/forecast performance; own month-end and quarter-end close processes; leverage AI tools to improve planning and reporting.
Seniority
Mid-level (2–3 years experience)