Senior Financial Analyst, Financial Planning & Analysis (FP&A)

Overview

The Senior Financial Analyst, FP&A plays a key role in supporting revenue-generating and commercial functions by delivering financial planning, forecasting, and analytical insights that inform strategic decision-making. This position partners closely with sales, marketing, and operational leaders to drive revenue performance, expense management, and long-term planning initiatives.

Reporting to the Director of FP&A, this role requires strong analytical and problem-solving skills, advanced financial modeling capabilities, and the ability to clearly communicate financial insights to both finance and non-finance stakeholders.

Key Responsibilities

Financial Planning & Forecasting

• Assist in the development and maintenance of financial models supporting budgeting, forecasting, and strategic initiatives.

• Support revenue forecasting, expense planning, and scenario analysis in partnership with commercial leadership.

• Analyze trends and drivers impacting financial performance and provide actionable recommendations.

Data Analysis & Reporting

• Collect, analyze, and interpret sales and financial data to generate meaningful business insights.

• Prepare and analyze financial reports on a daily, monthly, quarterly, and annual basis.

• Develop and maintain dashboards and reports to track sales performance, pipeline activity, and key performance indicators (KPIs).

• Aggregate and distribute recurring performance reports, including daily and monthly summaries.

Profitability & Performance Analysis

• Perform profitability analysis across customers, products, regions, and channels.

• Support commercial leaders with performance insights related to sales effectiveness, territories, regions, and individual contributors.

• Identify opportunities to improve margins, productivity, and resource allocation.

Executive & Strategic Support

• Assist in preparing financial materials and analysis for executive leadership and Board of Directors presentations.

• Support strategic planning initiatives with financial analysis and modeling.

Close & Operational Support

• Assist with monthly close activities, including accruals, prepaids, and variance analysis.

• Partner with accounting to ensure alignment between financial reporting and planning outputs.

Process Improvement & Automation

• Champion standardization, automation, and continuous improvement of FP&A processes, reporting, and tools.

• Support enhancements to financial systems, dashboards, and reporting capabilities.

Additional Analysis & Projects

• Support headcount reporting, capital spending analysis, and project-level reporting.

• Perform ad hoc analysis and reporting as business needs arise.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.

• MBA, CPA, CFA, or CMA preferred.

• 5–7+ years of experience in Financial Planning & Analysis or a related finance role.

• Strong financial modeling, analytical, and problem-solving skills.

• Advanced proficiency in Excel; experience with BI and dashboarding tools preferred.

• Ability to synthesize complex data into clear, concise insights.

• Strong communication skills with experience presenting to senior leaders.

• Ability to manage multiple priorities in a fast-paced environment.

• Equal Opportunity Employer/Veterans/Disabled

  To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

  Please email resumes to michele.degaetano@LHH.com

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www-uat.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.