SPAN

Senior FP&A Associate

SPAN

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • 🇺🇸 United States

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Salary

💰 $112,500 - $150,000 per year

Job Level

Senior

Tech Stack

PythonTableau

About the role

  • Support the annual budgeting cycle by gathering departmental inputs, validating assumptions, and helping ensure alignment with company goals.
  • Conduct monthly Plan-to-Actual analyses for operating expenses (OpEx) and capital expenditures (CapEx); prepare materials for monthly business reviews.
  • Maintain and improve rolling forecasts by collaborating with business partners and updating models to reflect current trends and conditions.
  • Perform detailed financial analyses on business performance, highlighting trends, risks, and opportunities.
  • Build, enhance, and maintain dashboards and automated reporting tools using Excel and data visualization platforms (e.g., Tableau, Power BI).
  • Assist in improving financial processes, systems, and reporting efficiency.
  • Review purchase requisitions to ensure alignment with budget and spending policies.
  • Create clear and visually effective charts, dashboards, and presentations for internal leadership, board meetings, and investor discussions.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • 3–4 years of experience in Corporate Finance, FP&A, Investment Banking, Private Equity, Consulting, or a related analytical role.
  • Strong Excel/Python skills (lookups, pivots, logical formulas, sumifs, index-match, etc.).
  • Ability to reconcile and synthesize data from multiple sources with accuracy and attention to detail.
  • Experience structuring datasets and building clear, compelling data visualizations (e.g., Tableau, Power BI, Google Data Studio).
  • Strong communication skills with the ability to present information clearly to stakeholders across the organization.
  • Proficiency with PowerPoint and/or Google Slides.
  • Strong understanding of product development processes, BOM structure, and hardware manufacturing fundamentals.
  • Positive, collaborative attitude and ability to work cross-functionally in a fast-paced environment.
  • Strong prioritization and organizational skills, with the ability to meet tight deadlines.
  • Interest in working in a start-up environment with evolving priorities.
  • Experience working with supply chain, procurement, and contract manufacturers.
  • Experience working in hardware or consumer electronics companies.
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisbudgetingforecastingdata visualizationExcelPythonPower BITableaudata reconciliationfinancial modeling
Soft skills
communicationcollaborationorganizational skillsattention to detailprioritizationpresentation skillsadaptabilityproblem-solvingstakeholder engagementteamwork