Senior FP&A Analyst

Position Overview

The Senior FP&A Analyst is responsible for supporting financial planning and analysis activities, with a primary focus on Sales and Marketing performance. This role provides financial insights through budgeting, forecasting, profitability analysis, and management reporting to help business leaders evaluate performance and make informed decisions.

Working closely with finance and commercial teams, the Senior FP&A Analyst prepares recurring financial reports, analyzes key performance indicators (KPIs), identifies profitability trends, and supports both ongoing reporting requirements and ad hoc financial projects. The position also contributes to annual budgeting and forecasting activities while helping improve the accuracy, efficiency, and quality of financial analysis.

The ideal candidate has a strong background in financial planning and analysis, advanced Excel capabilities, and the ability to translate financial data into clear, actionable business insights. Experience with Power BI and financial reporting tools is highly valuable.

Key Responsibilities

Financial Planning and Analysis

• Support commercial financial planning and analysis activities, primarily across Sales and Marketing functions.
• Assist with the development and maintenance of financial budgets, forecasts, and profitability analyses.
• Analyze actual financial results against budgets, forecasts, and prior periods to identify key variances and performance trends.
• Provide financial insights and recommendations to help leadership understand business performance and identify opportunities for improvement.
• Support annual budgeting and financial planning activities, including gathering financial inputs, validating assumptions, and preparing supporting analyses.
• Monitor commercial financial performance and evaluate the financial impact of business initiatives and operational decisions.

Financial Reporting and Performance Analysis

• Prepare and maintain standard monthly financial reports, ensuring accuracy, consistency, and timely delivery.
• Develop clear financial commentary and explanations that highlight business performance, key variances, risks, and opportunities.
• Analyze profitability trends, revenue performance, operating expenses, and key financial indicators.
• Track and evaluate KPIs to provide visibility into Sales and Marketing performance.
• Prepare management reports and financial summaries that translate complex financial information into meaningful insights.
• Identify unusual financial trends or performance variances and work with relevant stakeholders to understand underlying drivers.

Data Analysis and Reporting Tools

• Utilize existing Power BI dashboards and reporting tools to retrieve, analyze, and interpret financial and operational data.
• Export, organize, manipulate, and analyze financial information using Microsoft Excel.
• Develop and maintain Excel-based financial models, reporting templates, and analytical tools.
• Support the accuracy and integrity of financial data used in recurring reports and business analysis.
• Identify opportunities to improve reporting processes, automate repetitive tasks, and increase analytical efficiency.
• Utilize enterprise resource planning (ERP) systems, including SAP, to access and review relevant financial information as needed.

Business Partnership and Cross-Functional Collaboration

• Partner with Sales, Marketing, and other business stakeholders to understand financial performance, business drivers, and reporting requirements.
• Provide analytical support to commercial leaders by identifying trends, evaluating results, and explaining financial outcomes.
• Collaborate with existing finance and FP&A team members to coordinate reporting responsibilities and support departmental priorities.
• Respond to ad hoc financial analysis requests and provide timely, accurate information to support management decisions.
• Participate in special projects and other financial initiatives as business needs evolve.
• Adapt responsibilities based on experience, strengths, and the changing needs of the finance team.

Qualifications

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline, or equivalent relevant experience.
• Demonstrated experience in financial planning and analysis (FP&A), including budgeting, forecasting, profitability analysis, and financial reporting.
• Advanced proficiency in Microsoft Excel, with the ability to work extensively with financial data, build analytical models, and prepare detailed reports.
• Strong understanding of financial statements, budgeting processes, forecasting methodologies, and financial performance analysis.
• Experience analyzing financial results, identifying variances, and providing meaningful commentary on business performance.
• Strong analytical and problem-solving skills, with the ability to translate data into actionable insights.
• Excellent attention to detail and ability to maintain accuracy when working with large financial datasets.
• Strong written and verbal communication skills, with the ability to present financial findings clearly to stakeholders.
• Ability to manage recurring monthly reporting responsibilities while supporting ad hoc analytical requests and special projects.
• Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines.

Preferred Qualifications

• Experience with Power BI, including working with dashboards, reporting tools, and financial data visualization.
• Familiarity with SAP or other enterprise resource planning (ERP) systems.
• Experience developing financial models, KPI dashboards, and commercial performance reports.
• Previous experience supporting Sales, Marketing, or other revenue-generating business functions.
• Experience improving financial reporting processes and developing standardized reporting templates.
• Exposure to annual operating plans, long-range financial planning, and profitability modeling.

Core Competencies

• Advanced Excel and financial data analysis capabilities.
• Strong FP&A knowledge and understanding of commercial financial performance.
• Ability to identify trends, interpret financial results, and provide meaningful business insights.
• High attention to detail and commitment to reporting accuracy.
• Strong communication and cross-functional collaboration skills.
• Ability to balance recurring reporting requirements with ad hoc analytical projects.
• Adaptability and willingness to take on responsibilities based on team priorities and business needs.
• Proactive approach to problem-solving, process improvement, and continuous learning.

Technical Skills and Tools

• Microsoft Excel: Advanced proficiency is essential, including financial analysis, reporting, data manipulation, and financial modeling.
• Power BI: Experience working with dashboards, reporting tools, and data visualization is highly beneficial.
• SAP: Familiarity or prior exposure is helpful, although extensive SAP experience is not required.
• Financial Analysis: Strong practical experience in budgeting, forecasting, profitability analysis, KPI monitoring, and management reporting.