Sr FP&A Analyst II in New York at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr FP&A Analyst II based in the United States.

The Senior FP&A Analyst II will serve as a financial subject matter expert, leveraging advanced modeling, forecasting, and analytical capabilities to support strategic business decisions. This role translates complex financial and operational data into actionable insights that influence departmental performance and broader organizational objectives. Working with senior leadership and cross-functional stakeholders, the analyst will lead financial reviews, strengthen planning processes, and identify opportunities to improve business performance. The position offers significant autonomy and ownership of complex financial initiatives, including long-range planning, process optimization, and enterprise-wide projects. It also involves supporting strategic growth activities, mentoring junior analysts, and enhancing the tools and reporting capabilities of the finance function. This is an opportunity to make a meaningful impact within a collaborative, data-driven, and evolving business environment.

The Senior FP&A Analyst II will lead complex financial planning and analysis activities, provide strategic recommendations, and drive continuous improvement across financial processes and systems. Key responsibilities include:

• Prepare and analyze financial reports, including budget-versus-actual performance, variance analysis, and forecasts, identifying root causes, trends, and business implications.

• Coordinate and facilitate monthly financial reviews with senior leadership and executives, including Quarterly Business Reviews (QBRs), ensuring accurate reporting and alignment with business priorities.

• Serve as a subject matter expert within the FP&A function, applying in-depth knowledge of financial systems, budgeting processes, and cross-departmental business drivers.

• Partner with business unit leaders and budget owners to translate strategic objectives into financial plans, identifying key performance drivers, risks, and cost-saving opportunities.

• Lead the development and continuous improvement of financial models, forecasts, and long-range financial plans to support enterprise-wide strategic decisions.

• Independently resolve complex and non-routine financial or operational challenges through cross-functional coordination, root cause analysis, and innovative problem-solving.

• Lead cross-functional projects and process improvement initiatives, including reporting automation, enhancements to budgeting and forecasting methodologies, and financial system implementations.

• Develop and present financial analyses and key performance indicators (KPIs), making complex information accessible to non-finance stakeholders.

• Represent the FP&A function in enterprise-wide initiatives, including merger and acquisition due diligence, integration activities, and new growth opportunities.

• Design and implement tools, templates, and analytical solutions to improve forecasting accuracy, reporting efficiency, and financial decision-making.

• Champion continuous improvement across FP&A processes, systems, and governance practices.

• Mentor and train junior analysts, sharing best practices in financial modeling, data analysis, and business partnering.

• Perform additional duties as assigned.

Requirements:

The ideal candidate combines extensive financial planning and analysis experience with strong technical expertise, strategic thinking, and the ability to influence senior stakeholders. They should be comfortable managing complex projects independently, communicating financial insights effectively, and supporting business decisions in a dynamic environment. Required qualifications include:

• Bachelor's degree in Accounting, Finance, or a related field, or an equivalent combination of education and professional experience.

• At least 5 years of progressive experience in financial planning and analysis, budgeting, financial modeling, or related finance roles.

• Strong proficiency in financial modeling, data analysis, and Microsoft Excel.

• Demonstrated ability to build, maintain, and troubleshoot complex financial models.

• Experience translating financial data into clear, actionable recommendations for senior leadership.

• Strong business acumen and the ability to understand financial and operational drivers across departments.

Preferred qualifications include:

• Experience with NetSuite or comparable ERP and accounting software.

• Familiarity with financial planning and analysis platforms such as Adaptive, Hyperion, or similar tools.

• Experience supporting or participating in merger and acquisition due diligence and integration activities.

• Excellent written, verbal, and presentation skills, with the executive presence needed to communicate effectively with senior stakeholders.

• Ability to work independently, exercise sound judgment, and manage multiple priorities with minimal supervision.

• Experience mentoring, training, or informally leading junior analysts.

• Exceptional attention to detail and a strong commitment to data accuracy and integrity.

• Proven ability to lead cross-functional projects and implement process improvements with limited oversight.

• Strong interpersonal skills and the ability to build trusted relationships with business partners and executive stakeholders.

Candidates should also be able to perform the essential physical and cognitive requirements of the role, including working at a stationary workstation for extended periods, handling objects weighing up to 10 pounds, understanding instructions, maintaining focus, and communicating effectively.

Benefits:

• Annual base salary range of $90,000–$128,000, depending on location, skills, and experience.

• Potential eligibility for additional variable bonus compensation.

• Health coverage.

• Paid holidays.

• Additional employee benefits and resources.

• Fully remote work opportunity for candidates based in the United States.