Senior Analyst, Corporate Fp&a

Attentive Attentive · Enterprise · United States · Finance

This role is for a Senior Analyst on the Corporate FP&A team, focusing on financial reporting, planning, and analytics within a SaaS business that utilizes AI in its marketing platform. The role involves building executive reporting, performing deep-dive analysis, supporting financial planning, and maintaining EPM models. It emphasizes improving reporting quality, automation, and strengthening planning infrastructure, with direct exposure to senior leadership and company strategy.

What you'd actually do

  1. Own the production of the monthly and quarterly executive reporting materials, including financial close, KPI reporting, etc.). Ensure data accuracy, consistency, and timely delivery while continuously improving reporting quality and clarity. Assist in maintaining reporting consistency across recurring materials and with materials from other teams.
  2. Partner with the Corporate FP&A Manager in developing, framing, and presenting commentary to executive leadership to highlight key trends, suggest action items, and explain variances.
  3. Proactively identify and pursue opportunities to streamline, automate, and strengthen recurring reporting processes.
  4. Perform financial and operational analysis to support leadership decision-making. Analyze trends, variances, and movement in key performance indicators to distill clear, actionable insights.
  5. Facilitate data integration workflows into and out of Anaplan, ensuring accuracy, completeness, and timeliness. Perform routine audits and reconciliations to validate data between source systems and Anaplan applications.
  6. Collaborate with the EPM team to support and improve our planning application. Contribute to new functionality, troubleshoot issues, assist with testing and implementation, and develop documentation and training training materials to enable broader adoption.

Skills

Required

  • 3+ years of progressive experience in Finance, Financial Systems, Investment Banking, Strategy Consulting, or Business Intelligence.
  • Understanding of key finance concepts, including financial statement analysis, and business metrics including standard SaaS metrics.
  • Experience building complex analysis using Excel, Google Sheets, or business intelligence tools.
  • Highly attentive to detail and possess strong organizational skills.
  • Analytical mindset and the ability to frame analytical problems, gather data, and work with large datasets to distill clear, actionable insights.
  • Curious, intent on continuously learning and developing especially.
  • Strong communicator & presenter. Excels in written and visual communication and messaging. Ability to comfortably present complex concepts to team members and internal stakeholders in a simple and concise manner to drive alignment is critical.
  • Ability to think about implications of strategic choices and their impact on both upstream and downstream people and processes.

Nice to have

  • Experience using Looker, Snowflake, SQL, and Python is a plus.
  • Experience working with EPM tools like Anaplan, Pigment, Onestream, or Adaptive is a plus.
  • A natural interest in financial systems, automation, and process improvement is a plus.
  • Familiarity with Anaplan, NetSuite, Salesforce, ADP Workforce Now, Greenhouse, Looker, and Snowflake is a plus.

What the JD emphasized

  • critical