Senior Analyst, Financial Planning & Analysis – FP&A

JDPA LIMITED

Senior Analyst leading financial planning & analysis in a global data-driven organization. Collaborating with cross-functional teams to shape strategic financial decisions and enhance reporting capabilities.

Posted 7/8/2026full-timeRemote • California • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Lead budgeting, planning, forecasting, reporting, and financial performance management processes for key areas across the Product, Technology & Analytics organization.
Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks that improve executive visibility and enable data-driven product investment decisions.
Use BI tools (Tableau, Power BI, or similar), SQL, and financial systems to design and deliver accurate, scalable reporting on technology and product spend, investment performance, and key business drivers.
Develop insights and recommendations for product and engineering leaders on budget performance, variance drivers, forecast risks and opportunities, investment trade-offs, and cost-optimization opportunities across technology investments and vendor spend.
Lead the development of monthly and quarterly executive and board-level materials, translating complex financial and operational data into clear narratives for senior technology and product leadership.
Drive cross-functional planning with product managers, data scientists, and engineers to align roadmap planning, investment priorities, and resource allocation decisions.
Identify, develop, and implement process improvements and automation opportunities, including use of AI tools and data automation to increase forecast accuracy, planning efficiency, and executive visibility.
Lead ad hoc financial analyses and special projects for the FP&A leadership, CFO, and product and technology leadership, including framing the business question, building the analysis, and communicating actionable recommendations.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Business, or a related analytical discipline.
5-8 years of experience in Finance, Accounting, FP&A, corporate finance, product/technology operations, or a related analytical role; experience supporting executive, product, and technology leadership is strongly preferred.
Experience working in SaaS/technology companies and private equity portfolio company environments is strongly preferred.
Strong Excel and PowerPoint skills, including experience with pivot tables, lookups, and structured financial analysis; familiarity with BI tools such as Tableau or Power BI is a strong plus.
Strong analytical and problem-solving skills with attention to detail.
Demonstrated ability to lead financial planning processes, create new analytical frameworks, influence cross-functional product and technology stakeholders, and turn data into executive-level recommendations.
Ability to communicate financial concepts clearly to both finance and non-finance stakeholders.
Comfort working independently, managing ambiguity, and adapting to changing priorities.
Familiarity with operating expense management, headcount planning, forecasting, variance analysis, and executive reporting is a strong plus.
Experience with NetSuite, Salesforce, Adaptive Planning, Tableau, Power BI, or similar systems is also valued.

Benefits

Comp & perks

JD Power is committed to employing a diverse workforce.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.
Should you require accommodations during the recruitment and selection process, please reach out to tarecruitment@jdpa.com.
JD Power does not disclose your personal data to unauthorized third parties.

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Hard Skills & Tools

Financial ModelingKPI Dashboard CreationVariance AnalysisCost OptimizationData Automation

Soft Skills

Analytical Problem-SolvingAttention to DetailCommunication SkillsAdaptabilityCross-Functional Collaboration