Senior FP&A Analyst

Engagement teams range from three people to more than 200 on multi-year transformation programs.

Overview

Rodriguez Advisory is looking for a Senior FP&An Analyst to join a small, steady team. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. You can work from home anywhere in the US. We have no office requirement. Normal working hours, Monday to Friday. Equipment is provided, including a laptop.

What you'll be doing

• Support board deck preparation with charts and commentary
• Prepare monthly variance analysis against budget and prior year
• Reconcile forecast data with accounting after close
• Build and maintain the annual budget and quarterly forecast models
• Update KPIs such as gross margin, CAC and revenue per employee
• Develop dashboards in Power BI or Tableau for leadership
• Improve forecasting processes and cut manual steps out of the model

Minimum qualifications

• Bachelor's degree in finance, accounting or economics
• Experience building budgets and forecasts
• Comfortable presenting to non-finance managers
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Clear written commentary for monthly reporting

Preferred qualifications

• SQL for pulling your own data
• CPA, CFA Level I or MBA
• SaaS metrics experience (ARR, churn, LTV)
• Manufacturing cost analysis

Pay and benefits

• Health savings account (HSA) with employer contribution
• 401(k) with a 100% match up to 5%
• Three weeks of PTO to start

Rodriguez Advisory 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.

We are unable to sponsor visas for this position.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Rodriguez Advisory LLC.