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Senior Corporate Financial Planning & Strategy Analyst

San Francisco💼 Full-time💰 $128,000–$128,000🗓 2026-08-14 → 2026-09-25

Core

Drive strategic decision-making and financial planning across the organization through deep cross-functional partnership, financial analysis, and domain expertise.

Role type

Senior Corporate Financial Planning & Strategy Analyst

Builds

Corporate financial models, forecasts, strategic materials, and automated reporting processes

Domain

Corporate Finance / Strategic Planning

Deliverable

dashboards & analysis

Required skills

3-statement financial modeling, strategic financial planning, financial forecasting, process automation, data analysis, business case development, M&A analysis, budgeting, long-range planning

Preferred skills

Adaptive Planning, Oracle, AI integration in finance

Technologies

Adaptive Planning, Oracle

Responsibilities

Prepare reporting and analyses for management and the BOD including annual and quarterly financial reviews; Support initiatives to continuously improve, automate, and scale forecasting and reporting tools; Serve as a key liaison to Finance, Accounting, IT, Corporate Development, and People/HR; Integrate AI into existing financial processes to uncover deeper business insights; Serve as the go-to financial partner for data-driven, ad-hoc analyses; Support M&A analysis including financial modeling and due diligence; Own the Balance Sheet and Cash Flow forecasting; Lead strategic financial planning and forecasting processes across different departments

Seniority

Senior, hands-on IC

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