Senior Analyst, Financial Planning & Analysis
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior Analyst, FP&A role at JD Power building financial models and reporting processes for performance management across departments. Leading financial planning and influencing strategic decisions with cross-functional collaboration.
Responsibilities:
- Lead budgeting, planning, forecasting, reporting, and financial performance management processes for key areas across the COO and CFO organizations.
- Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks that improve executive visibility and enable data-driven decisions.
- Use BI tools (Tableau, Power BI, or similar), Excel, and financial systems to design and deliver accurate, scalable reporting on operating expense, headcount, vendor spend, investment performance, and key business drivers.
- Develop insights and recommendations for Finance and business leaders on budget performance, variance drivers, forecast risks and opportunities, investment trade-offs, and cost-optimization opportunities.
- Lead the development of monthly and quarterly executive and board-level materials, translating complex financial and operational data into clear narratives for senior COO, CFO, and business leadership.
- Drive cross-functional planning with Finance, HR, Business Operations, Procurement, and functional leaders to align headcount planning, operating cadence, investment priorities, and resource allocation decisions.
- Identify, develop, and implement process improvements and automation opportunities, including use of AI tools and data automation to increase forecast accuracy, planning efficiency, and executive visibility.
- Lead ad hoc financial analyses and special projects for FP&A leadership, the CFO, COO, and senior business leaders, including framing the business question, building the analysis, and communicating actionable recommendations.
Requirements:
- Bachelor’s degree in Finance, Accounting, Business, or a related analytical discipline.
- 5-8 years of experience in Finance, Accounting, FP&A, corporate finance, business operations, or a related analytical role; experience supporting executive, COO, CFO, or senior business leadership is strongly preferred.
- Experience working in SaaS/technology companies and private equity portfolio company environments is strongly preferred.
- Strong Excel and PowerPoint skills, including experience with pivot tables, lookups, and structured financial analysis; familiarity with BI tools such as Tableau or Power BI is a strong plus.
- Strong analytical and problem‑solving skills with attention to detail.
- Demonstrated ability to lead financial planning processes, create new analytical frameworks, influence cross-functional stakeholders, and turn data into executive-level recommendations.
- Ability to communicate financial concepts clearly to both finance and non‑finance stakeholders.
- Comfort working independently, managing ambiguity, and adapting to changing priorities.
- Familiarity with operating expense management, headcount planning, forecasting, variance analysis, and executive reporting is a strong plus.
- Experience with NetSuite, Salesforce, Adaptive Planning, Tableau, Power BI, or similar systems is also valued.
Benefits:
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Similar Jobs
Integrated Financial Planning Coordinator
Coordenador de Planejamento Financeiro Integrado em empresa farmacêutica brasileira. Integrando FP&A com IBP/S&OP e liderando a operação de forecast e análises financeiras.
Chief Financial Officer
Chief Financial Officer role at Speer Technologies providing strategic financial leadership and supporting growth in a digital design and technology studio.
SAP FI Consultant, Financial Accounting
SAP FI Consultant supporting global financial accounting processes in a multicultural environment. Collaborating with global teams and assisting with continuous improvement of financial processes.
Senior FP&A Analyst
Senior Financial Analyst for HRTech startup transforming financial data into strategic business insights. Managing budget governance and controlling financial operations at impulseup.
Product Owner – Finance Super App
Product Owner driving delivery of finance super app features at BJAK in Vietnam. Collaborating with cross-functional teams to translate business goals into product requirements and user flows.
Product Owner – Finance Super App
Product Owner responsible for delivering finance super app features. Collaborating with global teams, ensuring product quality, and managing project execution in Thailand.
Product Owner – Finance Super App
Product Owner driving delivery of finance super app features at BJAK. Collaborating with teams to turn business goals into clear product flows.
Product Owner – Finance Super App
Product Owner for BJAK's finance super app features delivery, translating business goals into clear requirements. Collaborating with cross-functional teams to guarantee product quality in fintech-focused applications.
Product Owner – Finance Super App
Product Owner at BJAK driving the finance super app development. Collaborating with cross-functional teams to enhance financial services for users in Korea.
Product Owner – Finance Super App
Product Owner driving delivery of finance super app features for BJAK. Translating business goals into clear requirements and user flows while collaborating across teams.
Product Owner – Finance Super App
Product Owner driving the delivery of BJAK's finance super app features. Collaborating with global teams and managing product requirements while based in India.
Product Owner – Finance Super App
Product Owner driving delivery of finance features for BJAK's super app. Collaborating with cross-functional teams to execute user flows and ensure product quality.
Product Owner – Finance Super App
Product Owner responsible for driving delivery of the finance super app features by translating business goals into clear requirements. Collaborate with global teams to ensure product quality and execution.
Product Owner – Finance Super App
Product Owner driving delivery of finance super app features at BJAK. Collaborating with cross-functional teams to ensure high-quality product delivery.
Product Manager – Finance Super App
Product Manager overseeing financial services and user needs in BJAK's finance super app. Leading cross-functional collaboration and product iterations for better user experience.
Product Manager – Finance Super App
Product Manager managing product areas within BJAK's finance super app. Collaborating with teams to define user problems and launch product features in Thailand.
Product Manager – Finance Super App
Product Manager managing product areas in BJAK's finance super app focusing on innovation. Collaborate with various teams to simplify financial services in Singapore.
Product Manager – Finance Super App
Product Manager leading product areas for BJAK's finance super app. Collaborating with teams to define user problems and drive product direction for financial services.
Product Manager – Finance Super App
Product Manager for BJAK's finance super app. Leading product areas across various financial services, ensuring seamless user experiences in insurance, payments, and investments.
Product Manager – Finance Super App
Product Manager overseeing product areas in BJAK's finance super app. Collaborates with teams to enhance user experience.