Senior Financial Analyst - FP&A

Make your impact within a rapidly growing Fintech Company

This role will report to the Senior Manager, Corporate Finance and will be a key member to our Corporate Finance Team. As part of the Corporate Financial Planning & Analysis team, you will be empowered with visibility to the entire organization, which provides a unique opportunity to develop insights that will meaningfully impact our business. 

Responsibilities: 

• Drive the month-end & quarter-end close, monthly forecast and annual budget processes 
• Partner with Accounting, HR, and Finance stakeholders to ensure accuracy of various data sets for metrics and financial statements
• Play a key role in monthly, quarterly forecasting and management reporting, ensuring a high degree of quality, timeliness, and accuracy, as well as highlighting key business insights
• Prepare monthly and quarterly reporting packages for senior management, Execs and Board of Directors (e.g., actuals and forecast explanations)
• Provide insights into budget variances, financial performance including Key Performance Indicators, and cost optimization opportunities
• Build strong partnerships across the business to develop annual, quarterly, and monthly budgets and forecasts
• Track, reconcile, and report on monthly workforce planning and headcount
• Administer access controls for our cloud-based forecasting tool, Adaptive Insights, for new and existing users
• Maintain and enhance our forecasting models in Adaptive Insights including, but not limited to, workforce forecasting and operating expenses
• Maintain data integration between Adaptive, NetSuite and Workday
• Maintain FP&A month-close and quarter-close calendar, chart of accounts, and process documentation
• Conduct ad hoc analysis, scenario modeling, and presentation materials at the request of management business partners to aid in decision-making

We’d love to chat if you have:

• Bachelor’s Degree in Accounting or Finance, or quantitative field
• 5+ years of experience in FP&A in a public company and/or large private company, preferably with prior/additional experience in a relevant field such as accounting, investment banking, equity research, economics or data analytics
• Able and willing to come into San Jose HQ as needed (1-2x per week)
• Excellent financial modeling and analysis skills
• Advanced Excel/Google Sheets and PowerPoint/Google Slides skills are required
• Possess strong analytical, troubleshooting, problem-solving, and project management skills
• Exceptional verbal and written communication skills, with proven success partnering and collaborating across a wide spectrum of functions
• Experience with a cloud financial planning tool, Adaptive Insights experience is a big plus
• Experience with NetSuite and NetSuite reporting
• Prior experience in a high-growth global high tech/software/SaaS organization is a plus
• Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision and accuracy
• Ability to work independently and think objectively