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Senior FP&A Analyst
Senior FP&A AnalystRSI • San Francisco, CA, US
Senior FP&A Analyst

Senior FP&A Analyst

RSI • San Francisco, CA, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Senior Financial Analyst – FP&A

Publicly Traded Financial Services Company | Remote | Excellent Benefits

Our client, a well-known publicly traded financial services firm, is seeking a

Senior Financial Analyst to join their dynamic FP&A team. This is an exciting opportunity for a strategic, analytical finance professional who wants to make a meaningful impact through financial insights, operational partnership, and high-visibility reporting.

The company is recognized for its strong leadership, exceptional workplace culture, and commitment to employee success. They invest heavily in training, career advancement, and professional development, offering an environment where talented individuals can truly thrive.

If you're looking to apply your skills in a role that offers long-term growth and a rewarding career path, we encourage you to apply!

About the Role

The Senior Financial Analyst plays a key role within the Financial Planning & Analytics team, supporting core processes such as budgeting, forecasting, variance analysis, and performance reporting. The ideal candidate brings strong analytical skills, advanced financial modeling capabilities, and the ability to partner effectively with leaders across the organization. This role is instrumental in delivering accurate financial insights and enabling data-driven decision-making.

Key Responsibilities

Financial Planning & Modeling

  • Maintain, enhance, and optimize driver-based expense models and financial planning tools (Workday Adaptive).
  • Partner with business leaders to translate operational inputs into accurate and actionable financial forecasts.
  • Support the development, monitoring, and refinement of annual budgets and recurring forecasts.

Reporting & Analysis

  • Prepare monthly variance analysis, including detailed commentary for leadership review.
  • Support month-end close activities such as accruals and reclasses.
  • Develop recurring and ad hoc reporting using advanced financial modeling techniques.
  • Create polished presentations and financial materials for senior leadership and board meetings.
  • Cross-Functional Partnership & Process Improvement

  • Provide guidance to business partners on expense coding, budget adherence, and financial policies.
  • Collaborate across Finance, Operations, HR, and other departments to ensure accuracy and alignment.
  • Identify opportunities to streamline processes, improve efficiency, and enhance data accuracy.
  • Perform ad hoc analysis to support strategic initiatives and business decisions.
  • Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
  • 5+ years of FP&A or financial modeling experience ; CPA is a plus.
  • Strong understanding of financial statements and business partnering.
  • Advanced Excel skills (including VBA) and strong PowerPoint capabilities.
  • Experience with Workday Adaptive or similar financial planning tools preferred.
  • Excellent communication, analytical, and problem-solving skills.
  • Ability to thrive in a fast-paced, dynamic environment and manage tight deadlines
  • A bout Recruiting Solution Incorporated (RSI)

    Recruiting Solution Incorporated (RSI) is a specialty search firm connecting Accounting, Finance, and HR professionals with opportunities at both early-stage startups and established companies across multiple industries. When you partner with RSI, you gain access to seasoned recruiters who prioritize your long-term career growth. We take the time to understand your professional goals and match you with roles that truly fit.

    Our complimentary candidate services include :

  • Expert resume optimization
  • Interview preparation and coaching
  • Transparent post-interview feedback
  • Offer negotiation support to secure your best compensation package
  • As an Equal Opportunity Employer, we welcome applicants of all backgrounds regardless of gender identity or expression, sexual orientation, national origin, religion, marital status, veteran status, age, disability, or race.

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