Financial Analyst, Corporate FP&A

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