Position Title: Sr. Lead FP&A

Location: Bellevue, WA (On-Site)

Position Type: Regular, Full-Time

About the role:

Roundglass is looking for a Sr. Lead FP&A to support strategies to help drive increased profitability, process efficiency, reduce costs, and overall business improvement support corporate FP&A (financial planning and analysis) process, initiatives, and reporting within Operations.

As a Sr. Lead FP&A, you will play a key role in driving financial planning, forecasting, budgeting, and business performance analysis across the organization. You will partner with cross-functional leaders to deliver actionable financial insights, improve operational efficiency, optimize costs, and support strategic decision-making that drives sustainable business growth.

What you'll do:

Financial Planning & Analysis

• Lead the annual budgeting, quarterly forecasting, and long-range financial planning processes to support business objectives.
• Develop and maintain financial models to support strategic planning, scenario analysis, profitability analysis, and executive decision-making.
• Analyze financial performance by preparing variance analyses against budget, forecast, and prior-year results, providing actionable insights and recommendations.
• Prepare and present monthly and quarterly financial reports, dashboards, and executive summaries for senior leadership.

Financial Operations & Systems

• Partner with Accounting to ensure accurate and timely month-end and year-end financial close processes.
• Align FP&A processes with accounting policies and financial systems to ensure consistency, accuracy, and compliance.
• Drive the implementation, optimization, automation, and integration of ERP, business intelligence (BI), and financial planning systems to improve reporting capabilities and operational efficiency.

Tax Planning & Compliance

• Prepare tax-related financial statement calculations, and disclosures for routine to moderately complex tax matters.
• Support the preparation of financial data, schedules, and documentation for corporate tax filings.

Business Partnership & Decision Support

• Partner with cross-functional leaders to understand business performance, operational drivers, and strategic priorities.
• Provide financial guidance and decision support for new products, market opportunities, capital investments, and operational initiatives through financial analyses, business cases, and recommendations.
• Present financial insights and strategic recommendations to senior leadership to support informed business decisions.

Process Improvement & Internal Controls

• Evaluate financial processes and internal controls to identify opportunities for increased efficiency, automation, standardization, and risk mitigation.

Skills & Qualifications:

• Bachelor's degree in finance, Accounting, Business Administration, or a related field; CPA or other relevant professional certification is a plus.
• 6-8+ years of progressive experience in financial planning and analysis (FP&A), accounting, financial analysis, or a related finance role.
• Strong understanding of accounting principles, financial reporting, budgeting, forecasting, variance analysis, and cash flow management.
• Experience working with cloud-based ERP systems; NetSuite experience is preferred.
• Advanced Microsoft Excel skills, including financial modeling, data analysis, and reporting.
• Strong analytical and problem-solving skills, with the ability to interpret financial data and provide actionable business insights.
• Knowledge of financial controls, statutory compliance, governance processes, and finance process optimization.
• Experience supporting or leading ERP, financial system, business intelligence (BI), or finance process automation initiatives.
• Excellent verbal and written communication skills, with the ability to present financial information clearly to both finance and non-finance stakeholders.
• Proven ability to manage multiple priorities, work independently, and adapt to changing business needs in a fast-paced environment.
• Experience working in a high-growth, startup, or rapidly evolving organization is preferred.
• Experience managing and working with Global Teams.

Pay & Benefits:

The anticipated salary range for this position is Compensation offered ranges from $150,000- $170,000 and will be determined by level, job-related knowledge, skills, and experience. Certain roles may be eligible for a bonus incentive as part of a full salary package. In addition, Roundglass offers comprehensive benefits: Regular 9 federal holidays and 1 floating holiday, 3 days of bereavement, 2 days of jury duty, medical/dental/vision with PPO/HSA plans with employer contribution, EAP provided by CIGNA and Standard, Pet Insurance for your furry friends, Basic Life/LTD/STD employer paid, 401k plan with maximum match of $5,000.00, PTO (paid time off) 120 hours to start and increased by years of service. Some benefits are not applicable for Part-Time Employment & outside of the United States.