Senior FP&A Analyst, Commercial Finance

Regulatory oversight is constant, and the compliance department is one of the largest in the company. Advisors, operations, compliance and technology teams total roughly 870 people. Quarter-end is busy, and everyone helps with client review prep.

Overview

Our team is growing and we are hiring a Senior FP&An Analyst, Commercial Finance. Joining the Corporate Finance team in Sacramento, reporting to the FP&A Manager. Remote position. Most of the team is in Sacramento, but nobody is required to come in. Normal working hours, Monday to Friday. We use Slack, Notion and Google Meet. Cameras on for team calls.

Your responsibilities

• Model pricing changes, capital projects and new business cases
• Answer ad hoc questions from the CFO with quick-turn analysis
• Partner with department heads to understand spending and headcount plans
• Track headcount and payroll costs against plan
• Build and maintain the annual budget and quarterly forecast models
• Develop dashboards in Power BI or Tableau for leadership
• Support board deck preparation with charts and commentary
• Improve forecasting processes and cut manual steps out of the model

Required qualifications

• 5+ years of FP&A, corporate finance or public accounting experience
• Strong attention to detail in large models
• Comfortable presenting to non-finance managers
• Experience building budgets and forecasts
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models

Preferred qualifications

• SaaS metrics experience (ARR, churn, LTV)
• Power BI or Tableau
• CPA, CFA Level I or MBA

The salary range for this role is $119,000 to $155,000 per year. This range reflects base salary only.

Compensation and benefits

• Health insurance
• 401(k) with company match
• Three weeks of PTO to start
• Tuition reimbursement
• Vision insurance
• Profit sharing

Sacramento Investment Partners is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Sacramento Investment Partners, Inc..