Financial Analyst, Fp&a

Asana Asana · Enterprise · San Francisco, CA · Finance

Financial Analyst role at Asana, a company focused on human + AI collaboration. The role involves owning financial forecasts, supporting strategic decisions with financial modeling, evolving FP&A processes, and establishing stakeholder relationships. The ideal candidate has financial expertise, strong collaboration and communication skills, and advanced Excel/Anaplan knowledge. Curiosity about AI tools is a plus.

What you'd actually do

  1. Own and develop financial forecasts that accurately predict business performance; highlight key variances, opportunities, and issues to senior management.
  2. Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis for our internal teams.
  3. Evolve and implement processes and tools necessary to help scale our FP&A practices; support company-wide planning and forecasting processes in a manner that is both efficient and effective.
  4. Establish and maintain relationships with a broad base of key stakeholders (including executives, team leads, and program leads), and serve as a key point of contact for all things finance.
  5. Perform ad hoc financial analyses as required to support our growing global business.

Skills

Required

  • FP&A or corporate finance experience
  • strong understanding of corporate finance concepts and accounting principles
  • ability to cultivate effective relationships and work cross-functionally
  • strong planning, process management, and communication skills
  • excellent business judgment and intellectual curiosity
  • proven ability to turn data into actionable insights and recommendations
  • track record of presenting complex financial analyses clearly and concisely to senior management
  • advanced knowledge of MS Excel/Google Sheets
  • prior experience with ERP software like Anplan
  • calmness in the face of uncertainty
  • comfortable working in a dynamic environment

Nice to have

  • Demonstrates curiosity about AI tools and emerging technologies
  • willingness to learn and leverage them to enhance productivity, collaboration, or decision-making

What the JD emphasized

  • advanced knowledge of MS Excel/Google Sheets
  • prior experience with ERP software like Anaplan