Senior Analyst, Financial Planning & Analysis

The role

You will support expense planning, budgeting, forecasting, and performance analysis. You will partner with the VP of Finance, Accounting, and business leaders to translate operating activity into financial insights.

What you will do

• Maintain and enhance expense forecasting, budgeting, and long-range planning models
• Prepare monthly and quarterly expense reporting
• Partner with department leaders to develop spending forecasts
• Analyze software, infrastructure, commissions, marketing, travel, and other operating expense drivers
• Build scenarios and business cases to evaluate spending alternatives
• Improve recurring reporting and forecasting processes through automation and templates
• Collaborate with Accounting, People, Technology, and other functional teams

Required qualifications

• 3+ years of progressive finance, FP&A, accounting, or related analytical experience
• Experience with operating expense forecasting, budgeting, variance analysis, and cost-center reporting
• Advanced Excel and financial modeling skills
• Proficiency in financial systems such as NetSuite, Adaptive Insights, or similar platforms
• Ability to synthesize detailed financial data and communicate to non-finance stakeholders
• Strong attention to detail and sound judgment
• Experience using automation, business intelligence, and AI-enabled tools
• Collaborative, proactive approach
• Bachelor’s degree in Finance, Accounting, Economics, or a related field

Nice to have

• SaaS, technology, or healthcare experience
• MBA
• CPA
• other relevant certification

Benefits

• retirement benefits
• health and welfare benefits
• paid time off
• parental leave
• life and accident insurance
• voluntary and well-being benefits

About the company

Strata's culture is driven by people solving problems together. The company embraces learning, collaboration, and continuous career growth.