Financial Analyst - Sr

About the Role

We are seeking a highly analytical, collaborative, and business-minded Senior Financial Analyst to join our Financial Planning & Analysis team. In this role, you will partner closely with the Senior Director of FP&A and department leaders across Research & Development (R&D) and Selling, General & Administrative (SG&A) to drive effective financial planning, performance management, and decision support.

The ideal candidate combines strong financial modeling and accounting knowledge with the ability to translate complex financial information into clear, actionable insights. This is an excellent opportunity for a high-caliber finance professional who is eager to influence business decisions, improve processes, and work in a dynamic, cross-functional environment.

Key Responsibilities

Financial Planning, Forecasting, and Reporting

• Support the Senior Director of FP&A in the monthly financial close process, including reviewing actual results, identifying key drivers, and coordinating with cross-functional stakeholders.
• Prepare and maintain monthly and quarterly forecasts, as well as the annual operating budget.
• Develop and update financial models, forecasts, and scenario analyses to support business planning and decision-making.
• Assist in preparing monthly P&L statements and related management reporting for review by senior leadership.
• Prepare and distribute monthly functional spending reports for R&D and SG&A departments.
• Review spending results with department managers, explain key variances, and identify trends, risks, and opportunities.
• Provide value-added variance analysis across actuals, budget, and forecast, including clear commentary on underlying business drivers.
• Monitor departmental spending, headcount, and operating expense trends to support financial discipline and resource allocation.

Business Partnership

• Serve as a trusted finance business partner to R&D and SG&A department managers.
• Collaborate with business leaders to develop annual budgets, quarterly forecasts, and monthly outlooks.
• Provide financial insights and recommendations to help department managers manage expenses and achieve business objectives.
• Translate financial data into concise, understandable information for non-finance stakeholders.
• Build strong relationships across Finance and the broader organization to improve communication, accountability, and decision-making.
• Controls, Compliance, and Tax Support
• Support J-SOX compliance activities, including documentation, control testing, evidence gathering, and remediation efforts as needed.
• Prepare financial information and supporting schedules for tax reporting and other statutory requirements.
• Ensure financial analyses and reports are accurate, complete, timely, and aligned with company policies and accounting principles.
• Identify opportunities to strengthen reporting processes, improve data quality, and enhance internal controls.

Additional Responsibilities

• Support ad hoc financial analyses, management requests, and strategic projects.
• Assist with process improvements, automation, and the enhancement of FP&A reporting tools.
• Contribute to special projects and cross-functional initiatives as assigned.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5+ years of progressive experience in FP&A, corporate finance, management reporting, or a related role.
• Experience supporting month-end close, forecasting, budgeting, and financial reporting processes.
• Strong understanding of P&L statements, operating expenses, variance analysis, and financial planning concepts.
• Experience partnering with department managers and presenting financial information to non-finance audiences.
• Knowledge of internal controls and audit processes; experience with J-SOX is preferred.
• Experience preparing financial schedules or statements for tax reporting is a plus.
• Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, lookups, and data analysis.
• Experience with ERP, planning, and reporting systems such as [insert applicable systems, e.g., SAP, Oracle, Workday Adaptive Planning, Anaplan, Power BI] is preferred.
• CPA, CMA, MBA, or equivalent professional certification is a plus.

Key Competencies

• Strategic and analytical thinker with the ability to connect financial results to business performance.
• Strong business partner who builds credibility and trust with stakeholders.
• Clear and compelling communicator with strong presentation and storytelling skills.
• Highly detail-oriented while maintaining the ability to understand the broader business context.
• Proactive and solutions-oriented, with a demonstrated ability to identify issues and recommend improvements.
• Organized and results-driven, able to manage multiple priorities and meet recurring deadlines.
• Collaborative and adaptable, with the ability to work effectively in a fast-paced, evolving environment.
• High integrity and sound judgment, particularly when handling confidential financial information.

What You Will Bring

The successful candidate will be a motivated finance professional who enjoys going beyond reporting numbers to understand why performance is changing and what actions the business should take. You will have the opportunity to work closely with senior finance leadership and functional executives, influence operating decisions, and contribute to the continued evolution of the FP&A organization.

If you are looking for a role that combines financial rigor, strategic partnership, and meaningful business impact, we encourage you to apply.

The starting annual base pay for this role is between USD 105,000 and 125,000 for San Jose, CA. The actual base is dependent upon many factors, such as training, transferable skills, work experience, business needs, location, and market demands. The base pay range is subject to change and may be modified in the future. The role is also eligible for variable bonus programs and benefits.

For remote positions, the range may be lower dependent on location. This will be addressed during the recruitment conversation with the recruiter.