FP&A Analyst

The FP&A Analyst will support strategic decision-making through financial modeling, business-case analysis, and ongoing monitoring of key initiatives. Partnering with the Senior Finance Manager, the analyst will translate financial and operational data into driver-based models, evaluate business scenarios, and prepare clear insights for stakeholders. The role combines project-based analysis with maintenance of established models and tracking of initiative performance. It offers increasing ownership of defined analytical workstreams, with an emphasis on data integrity, transparent assumptions, and documented, repeatable processes.

Essential Duties & Responsibilities:

• Build and maintain driver-based financial models supporting strategic initiatives, partnerships, vendor decisions, and growth opportunities.
• Develop scenario and sensitivity analyses to evaluate financial outcomes, key assumptions, and risks.
• Investigate changes in model outputs and prepare initial conclusions and recommendations for review.
• Track financial results and operating drivers against business-case assumptions, explaining variances and identifying emerging issues.
• Refresh established models and reporting as initiatives evolve, coordinating routine inputs with relevant business partners.
• Support forecasting and multi-year planning projects as needed, including assumption validation and supporting analysis.
• Source, reconcile, and validate financial and operational data across Adaptive, Power BI, NetSuite, and supporting sources.
• Investigate reporting discrepancies, validate definitions and mappings, and coordinate resolution with Finance, BI, and other source owners.
• Maintain model checks, documentation, assumption records, and version controls to strengthen accuracy and shared understanding.
• Improve repeatable workflows to reduce manual effort and rework while preserving transparent calculations and controls.
• Independently gather routine inputs and resolve analytical questions with relevant stakeholders.
• Prepare clear supporting schedules, commentary, and presentation materials for senior finance review.
• Escalate material assumption, methodology, and data issues with a clear explanation of their implications and proposed next steps.

Knowledge, Skills, and/or Abilities Required:

• Relevant experience in FP&A, financial analysis, or another modeling-intensive analytical role.
• Advanced Excel proficiency, including experience with large, interconnected workbooks, structured references, defined names, external links, and refresh controls.
• Experience applying AI tools to improve financial modeling, analysis, and reporting workflows, with sound judgment in validating outputs and maintaining accuracy.
• Strong financial modeling skills, including driver-based forecasts, business cases, and scenario analysis.
• Demonstrated discipline in source-data reconciliation, model validation, troubleshooting, and documentation.
• Ability to interrogate Power BI reports and understand how filters, definitions, and reporting scope affect results.
• Ability to investigate ambiguous issues, organize competing priorities, and distinguish routine corrections from decisions requiring escalation.
• Clear written and verbal communication, including the ability to translate detailed analysis into concise business explanations.

Educational/Vocational/Previous Experience Recommendations:

• Bachelor’s degree in related field or equivalent business experience
• 2-3 years of relevant experience
• Preferred: Hands-on experience building and maintaining complex financial models and reconciling financial data across multiple sources  
• Preferred: Experience with SaaS or technology business models

Working Conditions:

• Onsite/Hybrid/Remote depending on location
• 0-10% travel may be required