Senior Analyst, Business Health Finance
Coordinates close, budgeting, forecasting, KPI, and finance transformation workstreams across Accounting, FP&A, and business teams. Requires 3+ years of finance or operations experience, strong project management, and proficiency with spreadsheet and financial planning tools.
About the job
Responsibilities
- Drive cross-functional key performance indicators, measuring performance, tracking results, and promoting accountability with business unit leaders.
- Coordinate month-end and quarter-end close workstreams across Accounting and business partner teams, tracking timelines, dependencies, and deliverables.
- Liaise with Accounting, FP&A, capacity planning, and business partners to ensure budget and forecast inputs are complete, accurate, and timely.
- Identify bottlenecks in close, budgeting, and forecasting processes and drive improvements.
- Own planning and budgeting workstreams end to end, including timelines, stakeholder coordination, milestone tracking, and risk escalation.
- Maintain and improve budgeting and forecasting calendars, templates, and process documentation.
- Partner with FP&A and department leaders on budget submissions and forecast updates.
- Support strategic initiatives, process improvements, special analyses, and leadership materials.
Requirements
- 3+ years of experience in FP&A, accounting, finance transformation, business operations, or a related field.
- Strong project management skills, including coordinating stakeholders and driving accountability without direct authority.
- Familiarity with month-end and quarter-end close, budgeting, and forecasting cycles.
- Excellent cross-functional communication skills.
- Strong organizational and attention-to-detail skills, with a proactive approach to solving process gaps.
- Ability to work in a fast-paced, high-growth environment with evolving priorities.
- Proficiency with PowerPoint, Excel, and Google Sheets.
Nice-to-haves
- Experience with financial planning tools such as NetSuite, Adaptive, or Anaplan.
- Experience supporting capital-intensive or infrastructure-heavy businesses, including data centers, energy, or real estate.
- Experience with capacity planning or capital expenditure budgeting.
- Experience preparing materials for or presenting to senior leadership or investment committees.
Compensation and Benefits
- Compensation range of $130,000–$160,000+ bonus.
- Restricted Stock Units included in all offers.
- Paid time off, paid holidays, and leave programs.
- Health, dental, and vision insurance.
- Employer HSA contributions.
- Paid parental leave.
- Life and disability insurance.
- Professional development and tuition reimbursement.
- Mental health and wellness support.
- Commuter benefits and cell phone stipend.
- 401(k) plan with company match up to 4% of salary.
- Volunteer time off, global travel insurance, daily meals allowance, and location-specific programs.
Skills
FP&A, Accounting, Project Management, Financial Forecasting, Budgeting, Month-End Close, Quarter-End Close, KPI Tracking, Excel, PowerPoint, Google Sheets, NetSuite, Adaptive, Anaplan, Capacity Planning
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