Senior Financial Analyst, FP&A
Vector Solutions
full-time
Posted on:
Location Type: Remote
Location: United States
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Job Level
Tech Stack
About the role
- Develop a deep understanding of our business drivers, P&L levers, and performance management processes to serve as a trusted partner across the department and firm.
- Produce accurate monthly and quarterly reporting packages (income statement, balance sheet, cashflows) and deliver analytics, variance analysis, and lender reporting on a GAAP and Proforma basis.
- Lead annual budget planning, managing information flow across business lines and providing actionable analysis to improve forecasting and planning.
- Build and maintain detailed financial models, dashboards, and ad hoc analytics to support strategic initiatives and executive decision-making.
- Partner closely with Revenue Operations to navigate Salesforce.com data needs; collaborate effectively without role overlap.
- Serve as administrator for Adaptive Planning and OfficeConnect: building reports, troubleshooting, and developing new views to improve usability.
- Design automated, scalable processes (coding/scripting as needed) to manage large, cross-functional datasets across Revenue, ACV, and Headcount.
- Identify opportunities to enhance financial processes, streamline reporting, and improve data accuracy and governance.
- Drive multiple projects simultaneously while meeting recurring reporting deadlines, demonstrating reliability, problem-solving, and high-quality delivery.
- Create executive-level presentations to summarize results and deliver clear, value-added insights.
- Generate monthly analytics and variance analysis for each member of the Executive Leadership Team (ELT) to help manage spending and performance, identifying trends and partnering with departments to provide insight and further assessment/analysis when appropriate.
- Ensure consistent, reliable work by checking work, communicating status/progress, fully understanding the deliverables, showing a clear understanding of what is represented in the work product, and formulating value-added insights.
Requirements
- Bachelor’s Degree in Accounting, Finance, or Economics; CPA or CMA preferred.
- 5+ years of experience in FP&A, financial reporting, corporate finance, or comparable roles.
- Advanced in Excel; proficient in Word and PowerPoint.
- Strong knowledge of Adaptive Planning (required), including OfficeConnect administration, troubleshooting, and custom reporting.
- Working knowledge of Salesforce.com structure, navigation, and data reporting.
- Prior experience with NetSuite preferred.
- Strong analytical, problem-solving, and critical thinking skills; ability to manage and interpret large datasets.
- Excellent communication, presentation, and cross-functional collaboration skills.
- Exceptional project management with attention to detail and ability to manage workload in a fast-paced, results-driven environment.
- Experience in a PE-sponsored or SaaS organization preferred.
Benefits
- Comprehensive benefits package effective the first of the month after hire
- Matching 401(k) retirement plan
- Healthy work-life balance with flexible work arrangements and generous time off
- Generous referral incentive program
- Tuition Reimbursement Program
- Pet Insurance
- OnePass Gym/Wellness Discount Program
- Calm Health-Employee Membership
- Company social events
- Employee Resource Groups
- Philanthropic opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingvariance analysisGAAPProforma reportingdata analysisExcelAdaptive PlanningOfficeConnectSalesforce.comNetSuite
Soft Skills
analytical skillsproblem-solvingcritical thinkingcommunication skillspresentation skillscross-functional collaborationproject managementattention to detailreliabilitytime management
Certifications
Bachelor’s Degree in AccountingBachelor’s Degree in FinanceBachelor’s Degree in EconomicsCPACMA