# Senior Corporate Financial Planning & Strategy Analyst

**Company:** [Checkr](https://hotfix.jobs/companies/checkr)
**Location:** San Francisco, CA
**Role:** Finance & Accounting
**Salary:** $128k – $150k/yr
**Experience:** 5+ years
**Skills:** financial planning & analysis, strategic finance, Financial Modeling, three-statement modeling, adaptive planning, Oracle, Forecasting, Financial Reporting, cash flow forecasting, balance sheet forecasting, m&a analysis, due diligence, Data Analysis, artificial intelligence, working capital
**Posted:** 2026-08-14

> Leads corporate FP&A activities including forecasting, financial modeling, executive reporting, planning, and M&A analysis. The role requires 4+ years of progressive finance experience, strong analytical and communication skills, and familiarity with financial planning systems such as Adaptive Planning and Oracle.

## Job Description

## Responsibilities
- Prepare reporting and analyses for management and the Board of Directors, including annual and quarterly financial reviews, Board materials, investor reporting, and weekly and monthly business reviews.
- Improve, automate, and scale forecasting and reporting tools, processes, and methodologies.
- Become a power user of Adaptive Planning and identify opportunities to automate financial planning processes.
- Partner with Finance, Accounting, IT, Corporate Development, People/HR, and other teams.
- Integrate AI into financial processes to uncover business insights, improve forecast accuracy, identify emerging trends, and drive automation.
- Provide data-driven ad hoc analyses and prepare strategic materials for management meetings, summarizing findings, risks, opportunities, and recommendations.
- Support M&A analysis, including financial modeling and due diligence.
- Own balance sheet and cash flow forecasting and partner with Finance to optimize working capital.
- Lead strategic financial planning and forecasting across departments, including quarterly planning, annual operating planning, and long-range planning.

## Requirements
- 4+ years of progressive Finance experience in a fast-paced, high-growth environment, including Strategic Finance, FP&A, investment banking, or consulting.
- Superior analytical and problem-solving skills, including experience building three-statement financial models.
- Understanding of, or willingness to become a power user of, financial planning systems such as Adaptive Planning and Oracle.
- Ability to manage and manipulate large data sets, critically analyze processes, and identify process-improvement opportunities.
- Ability to distill complex issues into structured frameworks and concrete action plans.
- Strong attention to detail, sense of urgency, and prioritization skills.
- Excellent presentation and writing skills, with the ability to communicate messages linking business issues, financial results, and strategy at the executive level.
- Strong ownership, resilience, bias for action, and ability to work through ambiguity.

## Compensation and Benefits
- On-target earnings or base salary: **$128,000–$150,000 USD** for San Francisco, CA.
- Competitive cash and equity compensation.
- Learning and development allowance.
- 100% medical, dental, and vision coverage.
- Up to $25,000 reimbursement for fertility, adoption, and parental planning services.
- Flexible paid time off.
- Monthly wellness stipend.
- In-office perks include meals, a commuter stipend, snacks, and beverages.
- Relocation stipend may be available for relocation to a Checkr hub location.

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