Senior FP&A Associate

SPAN

Senior Financial Planning & Analysis Associate responsible for forecasting and financial reporting at a renewable energy startup. Collaborating with teams to drive financial decisions and insights.

Posted 5/5/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $112,000 - $150,000 per yearWebsite

Tech Stack

Tools & technologies

PythonTableau

About the role

Key responsibilities & impact

Support the annual budgeting cycle by gathering departmental inputs, validating assumptions, and ensuring alignment with company goals.
Partner with Sales, Operations, and Supply Chain to support the company's Sales & Operations Planning (S&OP) process — reconciling demand, supply, and financial views into a single integrated plan.
Forecast revenues, volumes, and margins at the product, customer, and channel level; maintain and continuously improve rolling forecasts as conditions evolve.
Analyze and clearly explain performance variances using a Price-Volume-Mix (PVM) framework — translating movements in price, units, and product mix into a coherent story for leadership.
Conduct monthly Plan-to-Actual analyses for revenue, gross margin, operating expenses (OpEx), and capital expenditures (CapEx); prepare materials for monthly business reviews.
Perform detailed financial analyses on business performance, surfacing trends, risks, and opportunities ahead of leadership decisions.
Build, enhance, and maintain dashboards and automated reporting tools using Excel and data visualization platforms (e.g., Tableau, Power BI).
Drive continuous improvement of financial processes, systems, and reporting efficiency.
Support the procurement workflow by reviewing purchase requisitions to ensure alignment with budgeted expenditures and spending policies, and by managing exceptions — partnering with budget owners and Procurement to resolve out-of-policy or over-budget requests.

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, or a related field.
3–4 years of experience in Corporate Finance, FP&A, Investment Banking, Private Equity, Consulting, or a similar analytical role.
Demonstrated experience forecasting revenues, volumes, and margins, and explaining variances using a PVM framework.
Strong Excel and 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 financial information clearly to stakeholders across the organization, including non-finance audiences.
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.

Benefits

Comp & perks

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Hard Skills & Tools

financial analysisforecastingPrice-Volume-Mix (PVM) frameworkdata visualizationExcelPythonfinancial modelingbudgetingPlan-to-Actual analysisrevenue analysis

Soft Skills

communicationcollaborationattention to detailorganizational skillsprioritizationanalytical thinkingproblem-solvingpresentation skillsadaptabilityteamwork