Senior Financial Planning Analyst

Senior Financial Analyst - Financial Planning & Analysis (FP&A) DESCRIPTION Our client in San Rafael, CA is seeking a highly a highly analytical and detail-oriented Senior Financial Analyst to join our Financial Planning & Analysis (FP&A) team. This role will play a critical part in driving strategic decision-making through insightful financial analysis, forecasting, and reporting. The ideal candidate will have deep expertise in FP&A processes and advanced proficiency in Excel (required) and Power BI (preferred) for data visualization and dashboard development. Responsibilities: The FP&A team is responsible for the consolidation, reporting, and analysis of the company’s budget and forecasts for Operating Expenses (OpEx). The Senior Financial Analyst will lead various aspects of FP&A, including: • Budget and Forecast Process: Assist with the annual budget, forecasting and long-range planning processes, focusing on the development of templates, consolidation of business inputs and detailed analysis of the combined budget. • Key Reports and Financial Packages: Develop and maintain dynamic financial models to support strategic initiatives and scenario planning. • Monthly Financial Reporting: Preparation of monthly financial reports, including variance analysis to assess performance against budget. • Process Improvement: Drive ongoing process improvement and automation projects within the finance team to enhance efficiency and accuracy (PowerBI and Excel automation). • Ad Hoc Reporting and Analysis: Conduct detailed analyses and provide insights to support strategic decision-making. Qualifications & Experience: • Bachelor’s degree in Finance, Accounting, Economics, or a related field. • 5+ years of progressive experience in FP&A or corporate finance roles. • Advanced proficiency in Excel modeling and Power BI • Understanding of financial statements, forecasting techniques, and business drivers. • Good communication and presentation skills with the ability to influence stakeholders. • Experience with ERP systems (e.g., SAP, Oracle) is a plus; and planning tools (Essbase) REQUIRED SKILLS: • Analysis: Strong analytical skills, proficiency in Microsoft Excel, and familiarity with Power BI (Strong Excel Modeling skills) • Communication: Excellent verbal and written communication skills, with the ability to convey complex financial information clearly. • Strategic Thinker: Strategic thinker with a proactive and solution-oriented mindset. • Systems: Energetic, organized and highly skilled with today's systems, applications and platforms (Hyperion, SAP, Excel, PowerPoint, SharePoint, Microsoft Teams, Anaplan etc.) • Accountability: Independent worker and self-starter that enjoys problem solving and takes pride and accountability in their work product