FP&A Analyst (Bay Area, CA)

<h4><strong>About the Job:</strong></h4> <p>As a <strong data-renderer-mark="true">Financial Analyst / Senior Financial Analyst</strong> on the Strategic Finance team, you will be a critical contributor to financial planning, reporting, and operational insight. You will work closely with Accounting and other cross-functional teams to support month-end close, deliver monthly reporting, and build out financial models and analysis. You will become an expert user of Adaptive and are motivated to leverage AI tools or automation to increase productivity and insight. This role is ideal for someone with at least <strong data-renderer-mark="true">2 years of experience</strong> in finance or analytics, strong analytical rigor, and the ability to thrive in ambiguity.</p> <h4>Responsibilities:</h4> <ul> <li> <p data-renderer-start-pos="3220">Lead or support Strategic Finance in month-end close and monthly forecasting.</p> </li> <li> <p data-renderer-start-pos="3301">Lead or support monthly financial reporting and commentary to leadership.</p> </li> <li> <p data-renderer-start-pos="3378">Become a power user of Adaptive: manage forecasts, and build/extend Adaptive models.</p> </li> <li> <p data-renderer-start-pos="3466">Identify opportunities to incorporate AI, automation, or process improvements to increase speed, accuracy, and scalability.</p> </li> <li> <p data-renderer-start-pos="3593">Conduct ad hoc financial and business analysis to support strategic initiatives, business reviews, and cross-functional decision-making.</p> </li> <li> <p data-renderer-start-pos="3733">Continuously monitor and validate data integrity; flag anomalies, investigate root causes, and correct issues.</p> </li> <li> <p data-renderer-start-pos="3847">Actively participate in process documentation, knowledge sharing, and team learning.</p> </li> </ul> <h4>About You:</h4> <ul> <li> <p data-renderer-start-pos="4878">You’re excited by turning raw data into insights that drive business strategy</p> </li> <li> <p data-renderer-start-pos="4959">You thrive when faced with complex problems, and take ownership of outcomes</p> </li> <li> <p data-renderer-start-pos="5038">You enjoy cross-functional collaboration and learning from others</p> </li> <li> <p data-renderer-start-pos="5107">You believe in continuously improving processes and tooling</p> </li> <li> <p data-renderer-start-pos="5170">You’re motivated by growth—both for yourself and for the team</p> </li> </ul> <h4>Qualifications:</h4> <ul class="ak-ul" data-indent-level="1"> <li> <p data-renderer-start-pos="3975">Minimum 2 years of experience in strategic finance, <span data-highlighted="true" data-vc="highlighted-text">FP</span>A, or related role (preferably in SaaS / tech)</p> </li> <li> <p data-renderer-start-pos="4080">Strong analytical mindset, attention to detail, and an emphasis on accuracy</p> </li> <li> <p data-renderer-start-pos="4159">Ability to work quickly while maintaining quality and consistency</p> </li> <li> <p data-renderer-start-pos="4228">Comfortable problem-solving in ambiguity and adapting to a fast-changing environment</p> </li> <li> <p data-renderer-start-pos="4316">Learns quickly and seeks feedback for growth</p> </li> <li> <p data-renderer-start-pos="4364">Strong organizational skills and the ability to manage multiple priorities</p> </li> </ul> <ul class="ak-ul" data-indent-level="1"> <li> <p data-renderer-start-pos="4478">Strong spreadsheet skills</p> </li> <li> <p data-renderer-start-pos="4507">Prior business partnering or stakeholder management experience</p> </li> <li> <p data-renderer-start-pos="4573">Strong verbal and written communication skills (able to distill complex analyses into clear insights)</p> </li> <li> <p data-renderer-start-pos="4678">Experience with financial planning / <span data-highlighted="true" data-vc="highlighted-text">FP</span>A tools (e.g. Adaptive, Anaplan, Planful)</p> </li> <li> <p data-renderer-start-pos="4763">Exposure to automation / AI tools, data pipeli ... (truncated, view full listing at source)