About the role
The Senior Financial Analyst is a strategic partner within the FP&A function, responsible for driving the company’s financial planning, revenue and operating expense forecasting, budgeting, and reporting processes. This role will be a key contributor to the evolution of our FP&A capabilities, including the implementation and ongoing enhancement of a new AI-powered business planning tool. The Senior Financial Analyst will deliver actionable insights, support executive decision-making, and help shape the company’s financial future through advanced analysis and process improvement. Success will depend on excellent attention to detail, strong critical thinking, a strategic mindset, and the capability to work effectively and become a trusted advisor to cross-functional partners. This position is a Hybrid position working out of our San Ramon office Tuesday - Thursday and remotely Mondays and Fridays. *Please note this position is not eligible for visa sponsorship. Candidates must have authorization to work in the US without current or future sponsorship.
KEY RESPONSIBILITIES:
- Lead and enhance revenue and operating expense forecasting, budgeting, and long-term planning processes, ensuring accuracy and transparency
- Develop, maintain, and improve complex financial models to support business planning, scenario analysis, and strategic initiatives
- Serve as a financial advisor to all department budget leads, working closely with cross-functional teams to help them understand the financial implications of their decisions and drive alignment with company goals
- Drive variance analysis and deliver clear, actionable explanations for deviations from budget/forecast, with a focus on revenue, operating expenses, and key business drivers
- Prepare and present financial reports, dashboards, and presentations for senior management, Leadership, and cross-functional teams
- Play a lead role in the implementation, maintenance, and continuous improvement of the new FP&A tool (Pigment or similar), including requirements gathering, user acceptance testing, and training
- Leverage AI-enabled analytics tools to automate recurring reporting processes and generate data-driven insights
- Take a lead role in preparing templates, updating information to actuals, and providing support for cross-functional teams for Monthly Revenue Review meetings
- Develop, refine, and report out key performance indicators (KPIs) in partnership w