Lead Financial Analyst, FP&A
HybridLos Angeles, California, United States
Job Summary
Lead the development, consolidation, and analysis of annual operating plans, quarterly forecasts, long-range plans, and monthly management reporting for assigned business units. Build, maintain, and enhance complex, multi-driver financial models supporting revenue, expense, headcount, capital, and cash flow forecasting. Partner directly with senior business leaders to translate strategic priorities into financial plans, identify risks and opportunities, and recommend actions that improve financial performance. Deliver insightful variance analyses and prepare executive-ready commentary, dashboards, and presentations for the CFO, executive leadership, and Board-level reviews. Own end-to-end monthly close support activities, including accruals guidance, expense reviews, and allocations. Drive continuous improvement in FP&A processes, tools, and reporting through automation and AI-enabled analytics. Mentor P1–P3 analysts, review their deliverables, and establish team standards. Ensure compliance with internal controls, SOX requirements, and accounting policies. Work in a structured hybrid environment with a minimum of three days per week in the Los Angeles office.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 7+ years of related FP&A or corporate finance experience
- Master's degree
- 4+ years of experience with a Master's degree
- Expert-level proficiency in Excel (advanced modeling, Power Query, complex formulas)
- Expert-level proficiency in PowerPoint for executive-ready deliverables
- Strong working knowledge of EPM/planning platforms (e.g., Anaplan, Adaptive, Oracle EPM, Hyperion, OneStream)
- Strong working knowledge of ERP systems (e.g., NetSuite, Oracle, SAP, Workday Financials)
- Track record of process improvement, automation, and adoption of modern FP&A tools and AI-enabled analytics
- Proficiency with BI and data visualization tools (Power BI, Tableau)
- Comfort working with large, complex data sets
- SQL
- Demonstrated experience building and maintaining three-statement financial models
- Demonstrated experience building and maintaining driver-based operating models
- Demonstrated experience building and maintaining scenario analyses
- Solid understanding of US GAAP
- Solid understanding of financial statement mechanics
- Solid understanding of internal controls (SOX)
- Excellent written and verbal communication skills
- Ability to translate complex financial concepts into clear narratives for executive audiences
- Strong project management skills
- Ability to manage multiple priorities
- Ability to deliver quality output under tight timelines
- Ability to work in the U.S. without sponsorship
- Ability to meet the location requirement outlined above
- Minimum of three (3) days per week working in the office
- Flexibility to work remotely on the remaining days
Desired Qualifications
- MBA
- CFA
- CPA
- Prior FP&A experience in financial services, fintech, banking, or payments industry
- Experience supporting a public company
- Experience supporting a private equity-owned business
- Experience through a transaction (M&A, carve-out, IPO)
- Familiarity with financial value-based performance metrics such as revenue, contribution, and cash flow
- Experience partnering with HR on workforce planning, labor cost modeling, and headcount reporting
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