Senior FP & A Analyst

The FP & A team combines the functions of financial planning business intelligence and advanced analytics. We take an end-to-end view of the business financially and operationally providing actionable insights that influence strategic decision-making across the organization. The team is responsible for financial reporting and dashboard development budgeting and forecasting long-range planning risk management and pricing analyses business performance insights and decision support for senior leaders across Sales Operations Customer Experience Product and Corporate Functions.

The Senior FP& A analyst serves as a strategic analytical partner to leaders across the organization leveraging advanced financial operational and analytical expertise to drive business performance and decision-making. This role is responsible for developing sophisticated financial and forecasting models evaluating business opportunities identifying emerging trends and risks and delivering actionable insights that influence operational and financial outcomes. The position owns complex analytical frameworks supports enterprise planning activities and partners closely with business stakeholders to improve forecasting accuracy optimize performance and inform strategic decisions.

The ideal candidate brings deep expertise in financial planning forecasting business intelligence and advanced analytics. They are highly skilled at translating complex data into actionable recommendations influencing decisions without direct authority navigating ambiguity and driving improvements through data insights and analytical rigor. This role reports to the Director Financial Planning & Analysis.

Responsibilities

• Lead complex financial planning forecasting and performance analysis activities for revenue operating expenses and key business drivers.
• Develop maintain and continuously improve sophisticated financial operational and predictive models that support strategic planning investment decisions pricing analyses and business forecasting.
• Perform advanced analysis of financial and operational data to identify trends risks opportunities and drivers of business performance.
• Drive variance analysis and root-cause investigations providing actionable recommendations to improve business outcomes and forecast accuracy.
• Partner with leaders across functions to evaluate initiatives build business cases assess financial impacts and support strategic decision-making.
• Design and enhance reporting frameworks dashboards performance metrics and business intelligence solutions that improve visibility into business performance.
• Advance the organizations forecasting capabilities by improving methodologies assumptions predictive modeling approaches and data integration practices. Derived from forecasting responsibilities and forecasting qualification requirements.
• Identify opportunities to improve reporting automation analytical efficiency data governance and data quality through process enhancements and technology solutions.
• Lead complex cross-functional projects involving financial planning business analytics operational performance and process optimization.
• Develop innovative analytical methodologies that improve the organizations understanding of historical performance and future business outcomes.
• Deliver executive-ready analyses recommendations and presentations that translate complex quantitative findings into actionable business insights.
• Serve as a subject matter expert in financial analytics forecasting and business intelligence while mentoring less experienced analysts and contributing to best practices across the function. Aligned to P4 mentoring expectations and advanced expertise requirements.
• Ensure the integrity consistency and governance of analytical models reporting processes forecasting methodologies and underlying data structures.

Qualifications :

• Bachelors Degree in Finance Business Economics Mathematics Statistics Accounting Data Analytics or a related quantitative field.
• Typically requires a minimum of 5 years of related experience with a Bachelors degree; or 3 years with a Masters degree; or equivalent experience. (P4 Advanced Level)
• Advanced degree (MBA Masters in Finance Analytics Economics Statistics Data Science or related discipline) preferred.
• Demonstrated experience leading highly complex financial analyses forecasting initiatives business performance assessments and strategic planning activities.
• Advanced expertise in financial modeling scenario planning predictive analytics business case development and data-driven decision support.
• Strong forecasting capabilities including the ability to leverage financial and operational drivers to improve projection accuracy identify risks and inform strategic decisions.
• Advanced Microsoft Excel skills required including complex modeling and data analysis techniques.
• Advanced experience with large datasets and analytical tools such as SQL Power BI Tableau. 
• Proven ability to influence leaders and stakeholders through analytical insights business acumen and effective communication.
• Strong executive communication data storytelling and presentation skills with the ability to communicate technical concepts to non-technical audiences.
• Demonstrated ability to balance strategic thinking with operational execution in a fast-paced environment.
• Highly organized detail-oriented and capable of managing multiple complex priorities simultaneously.

Additional Information :

At SquareTrade youll have access to:  

• Medical dental and vision coverage with network optionality and the ability to contribute to a savings account (HSA or FSA)   
• Up to 4% company match into 401(k) and contributions into your company-sponsored pension 
• $75/month budget to help prioritize your physical wellbeing 
• $80/month stipend to subsidize connectivity costs 
• Mental health resources including free 1:1 therapy coaching sessions and digital resources 
• Supportive leave policies 
• Flexible Time Off Policy in addition to 9 Company Holidays 
• Tuition reimbursement up to $5250 per year to further your personal educational advancement desires 
• Hybrid work arrangements with regular investment in gatherings/offsites to spend time together as team 
• Various corporate perks and discounts 

SquareTrade estimates the possible base compensation for this role  to be in the range : $130K - $150K

SquareTrade/Allstate Protection Plans generally does not sponsor individuals for employment-based visas for this position. 

The candidate(s) offered this position will be required to submit to a background investigation. 

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Remote Work :

No

Employment Type :

Full-time