Senior Financial Analyst – FP&A

LanguageLine Solutions

Senior Financial Analyst leading FP&A processes including budgeting and forecasting for a $1B+ services organization. Utilizing AI tools to enhance productivity and financial analysis.

Posted 6/5/2026full-timeMonterey • California • 🇺🇸 United StatesSenior💰 $110,000 - $120,000 per yearWebsite

Tech Stack

Tools & technologies

ERPSQL

About the role

Key responsibilities & impact

Support and help lead annual budget, quarterly forecast, long-range planning, scenario planning, and target-setting processes; ensure assumptions, projections, and source data are accurate, complete, and well documented.
Build and maintain financial models, variance analyses, trend reporting, and performance dashboards that help senior leaders understand business drivers and make informed decisions.
Act as a key administrator and power user for Prophix or a comparable corporate performance management platform, including model maintenance, user/security administration, data loads, testing, upgrades, documentation, and troubleshooting.
Work with Finance, IT, Sales, Payroll, and other teams to move, reconcile, and validate data from Microsoft D365 Finance & Operations, Salesforce CRM, data warehouse sources, and related reporting tools into the FP&A environment.
Develop recurring and ad hoc reports using Excel, Prophix, Power BI, Management Reporter, SQL or SQL-like queries, and other available tools; present insights in a clear, business-oriented format.
Build highly polished PowerPoint decks for senior leadership, operating reviews, budget and forecast packages, board-style materials, and strategic decision support.
Use approved AI tools, including ChatGPT or similar platforms, to support analysis, reporting commentary, documentation, troubleshooting, presentation drafting, formula/query assistance, automation ideas, and process improvement while applying strong judgment and validation.
Partner with senior leaders, department managers, IT, Sales Operations, Accounting, external vendors, and other stakeholders to understand business needs, resolve issues, and deliver reliable reporting and planning support.

Requirements

What you’ll need

Master’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience.
Five or more years of progressive experience in FP&A, financial analysis, corporate finance, finance systems, business intelligence, or a closely related role.
Strong budgeting, forecasting, financial reporting, variance analysis, and financial modeling skills.
Advanced Excel skills, including complex formulas, data manipulation, model design, and mastery of large workbooks.
Expert / guru-level Microsoft PowerPoint skills, including executive-grade deck design, storyboarding, chart and table formatting, clean visual hierarchy, concise financial storytelling, and the ability to convert complex analysis into polished presentations for senior leadership.
Practical experience using modern AI tools, especially ChatGPT or similar generative AI platforms, to improve productivity, analysis, reporting, documentation, communication, and problem solving in a professional setting.
Ability to use AI responsibly with confidential business and financial information, including appropriate data protection, review, validation, and escalation when outputs are uncertain or material.
Hands-on experience with an FP&A / CPM platform such as Prophix, Jedox, Board, Adaptive Planning, Hyperion, Anaplan, OneStream, or similar; Prophix experience is strongly preferred.
Significant knowledge of ERP/financial systems, preferably Microsoft Dynamics 365 Finance & Operations, and the ability to understand financial data flows, chart of accounts, dimensions, hierarchies, and reporting structures.
Practical familiarity with database structures and data-query tools, including the ability to read or write basic SQL or work with SQL-like query/reporting environments to obtain, validate, and reconcile data.
Experience working with CRM, data warehouse, or BI/reporting data, preferably including Salesforce and Power BI or similar tools.
Excellent analytical, organizational, documentation, communication, presentation, and stakeholder-management skills.
Ability to manage multiple priorities, work independently, and deliver accurate work in a deadline-driven environment.

Benefits

Comp & perks

medical
dental
vision
401(k) plan
bonus potential

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingvariance analysisbudgetingforecastingfinancial reportingadvanced ExcelSQLPower BIProphixdata manipulation

Soft Skills

analytical skillsorganizational skillscommunication skillspresentation skillsstakeholder managementproblem solvingtime managementindependenceattention to detailfinancial storytelling

Certifications

Master’s degree in FinanceMaster’s degree in AccountingMaster’s degree in EconomicsMaster’s degree in Business AnalyticsMaster’s degree in Information Systems