Senior FP&A Analyst, Platform

InfoTrack US

FP&A Senior Analyst supporting financial planning initiatives for InfoTrack, a legal technology leader. Collaborating with cross-functional teams to enhance financial performance and reporting.

Posted 7/29/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $86,200 - $145,395 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while effectively collaborating with cross-functional teams to provide actionable insights and support business decisions.

Highest-signal resume keywords

Financial ModellingVariance AnalysisCross-Functional CollaborationAdvanced Excel SkillsCPA Qualified

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingScenario AnalysisFinancial ReportingKPI AnalysisData AnalysisFinancial ConsolidationAssumption ValidationPerformance ReviewFinancial Data Insights

Soft Skills

Attention to DetailInterpersonal SkillsTeam PlayerProactive Problem-SolvingClear Communication

Tools & Technologies

Workday Adaptive PlanningNetSuite

Certifications & Qualifications

Bachelor’s Degree in AccountingBachelor’s Degree in FinanceCPA Qualified

Industry Keywords

Financial Planning and AnalysisCorporate FinanceTechnology IndustryLegal Services Industry

About the role

Key responsibilities & impact

Execute budgeting and forecasting processes, including model updates, assumption validation, and consolidation across entities.
Perform detailed variance analysis against budget, forecast, and prior periods, identifying key performance drivers and trends.
Analyze key financial and operational KPIs, providing structured insights (MoM, YTD, trend analysis).
Collaborate with cross-functional finance and non-finance stakeholders to build, validate, and maintain financial and operational data.
Act as a finance contact for operational teams, bridging financial analysis and business performance.
Partner with local Controllers and support Global Head of FP&A with group-level planning, reporting, and performance review across business units.
Develop and refine financial models to improve accuracy, transparency, and alignment with business drivers.
Dive deeply into financial and non-financial data to become a subject matter expert and provide actionable insights.
Support future initiatives such as new planning system implementation, ad-hoc projects including M&A or IPO readiness.
Promote a teamwork mentality and proactive problem-solving across the finance function.

Requirements

What you’ll need

Bachelor’s degree in accounting, finance or related field
CPA qualified
3+ years’ post qualification experience in financial planning and analysis, corporate finance (inhouse or advisory) or similar fields
Experience in Technology and/or legal services industry is preferred but not essential
Strong financial modelling skills (budgeting, forecasting, scenario analysis)
Combining superior attention to detail with ability to present financial information clearly and concisely to senior management and key stakeholders to support business decisions
Solid understanding of financial reporting and its linkage to FP&A
Experience working in cross-functional and fast-paced environments
Strong interpersonal skills for collaborating with different departments and levels within the global organization
Experience with Workday Adaptive Planning/Reporting and NetSuite
Advanced Excel skills with the ability to build financial models to support decision-making
Excellent team player skills

Benefits

Comp & perks

401(k) Match
Medical, Dental, & Vision Insurance- 85% of employee premiums are covered by InfoTrack, and 70% for your family premiums
Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance
20 Days of Paid Time Off (PTO)
11 Paid Holidays
“Be Me Time” off for mental health, re-charging, volunteering
Matching Gift Program
Monthly Internet Stipend for Remote Employees