Senior FP&A Analyst (Customer Success)

Requirements

• 3+ years of experience in finance or accounting preferred

,• Bachelor's degree in Finance or Accounting required; MBA, CPA, or CFA a plus

,• Advanced Microsoft Office Suite skills (Excel, PowerPoint, Word, Outlook)

,• Experience with Hyperion preferred

,• Strong financial modeling and analytical skills

,• Experience in budgeting and forecasting required

,• Excellent communication and interpersonal skills

,• Ability to manage multiple priorities and deadlines in a fast-paced environment

,• Curious, driven, and eager to learn with a solutions-oriented mindset

What the job involves

• Our Customer Revenue & Tech Finance team is seeking a Senior Financial Analyst to serve as a dedicated finance business partner to our Customer Success organization

,• This role offers full cost P&L exposure, from headcount planning to non-people cost forecasting, providing complete visibility into how financial decisions support the organization's top-line growth objectives

,• You will work closely with Customer Success leads and functional managers to support budgeting, forecasting, and reporting while building the analytical foundation that drives sound business decisions

,• This is an excellent opportunity for a detail-oriented, curious analyst looking to deepen their FP&A expertise and grow within a structured career path

,• Act as a trusted finance business partner to the Customer Success organization

,• Support annual budgeting, quarterly forecasting, and monthly reporting across full operating expenses, including headcount (S&B) and non-people costs (Non-S&B)

,• Perform variance analysis including actuals vs. forecast, actuals vs. budget, and year-over-year comparisons

,• Analyze financial results, identify key trends and drivers, and prepare reporting materials for management

,• Partner with HR to maintain accurate headcount forecasts and support headcount reconciliation

,• Complete purchase order approvals and partner with Accounting to ensure financial reports accurately reflect monthly expenses

,• Ensure SOX compliance by reviewing completeness and accuracy of financial data within pre-determined controls

,• Identify opportunities for process improvement and automation to increase efficiency and reporting quality

,• Perform ad-hoc analysis and support special projects as needed