Senior Financial Analyst FP&A

About this role

Job Description Job Title: Senior Financial Planning and Analysis Department: Finance Reports To: Senior Manager, Financial Systems and Business Intelligence Classification: Exempt Primary Location: Corporate Headquarters in Monterey, CA Secondary Location: US Remote

Position Overview We are seeking a highly capable Senior Financial Analyst\Manager to join the FP&A team in a role that combines budgeting, forecasting, financial analysis, business intelligence, FP&A systems administration, executive-level financial presentation development, and practical use of modern AI tools. This position is ideal for a finance professional who is comfortable working with large data sets, understands database structures well enough to obtain and validate data from enterprise systems, and can translate financial and operational information into clear insight, polished PowerPoint presentations, and well-documented recommendations for business leaders. The role will support a $1B+ B2B services organization that provides telephone-based interpretation solutions for clients whose customers need language access support. The successful candidate will help administer and improve cloud-based FP&A tools, connect financial and operational data across systems, use approved AI tools such as ChatGPT responsibly to increase productivity and analytical quality, and become a key contributor to the company's planning, reporting, systems, and executive communication infrastructure.

What This Role Will Own · Budgeting and forecasting: Support and help lead annual budget, quarterly forecast, long-range planning, scenario planning, and target-setting processes; ensure assumptions, projections, and source data are accurate, complete, and well documented. · Financial modeling and analysis: Build and maintain financial models, variance analyses, trend reporting, and performance dashboards that help senior leaders understand business drivers and make informed decisions. · FP&A systems administration: Act as a key administrator and power user for Prophix or a comparable corporate performance management platform, including model maintenance, user/security administration, data loads, testing, upgrades, documentation, and troubleshooting. · Data integration and validation: Work with Finance, IT, Sales, Payroll, and other teams to move, reconcile, and validate data from Microsoft D365 Finance & Operations, Salesforce CRM, data warehouse sources, and related reporting tools into the FP&A environment. · Reporting and business intelligence: Develop recurring and ad hoc reports using Excel, Prophix, Power BI, Management Reporter, SQL or SQL-like queries, and other available tools; present insights in a clear, business-oriented format. · Executive presentations and financial storytelling: Build highly polished PowerPoint decks for senior leadership, operating reviews, budget and forecast packages, board-style materials, and strategic decision support. · AI-enabled productivity and process improvement: Use approved AI tools, including ChatGPT or similar platforms, to support analysis, reporting commentary, documentation, troubleshooting, presentation drafting, formula/query assistance, automation ideas, and process improvement while applying strong judgment and validation. · Cross-functional partnership: Partner with senior leaders, department managers, IT, Sales Operations, Accounting, external vendors, and other stakeholders to understand business needs, resolve issues, and deliver reliable reporting and planning support.

Key Responsibilities · Maintain, enhance, and administer FP&A planning models, reporting structures, workflow processes, user access, and system documentation within Prophix or a similar CPM / FP&A platform. · Prepare and analyze budgets, forecasts, actual results, KPIs, revenue trends, cost drivers, headcount, margins, and other business performance metrics. · Develop executive-ready PowerPoint presentations, management review decks, budget and forecast packages, financial storyboards, and board-style materials that turn complex analysis into concise, visually clear business narratives. · Extract, transform, reconcile, and validate financial and operational data from D365 F&O, Salesforce CRM, data warehouse tables, and other enterprise sources. · Use SQL, SQL-like query tools, Power BI, Management Reporter, Excel, and related tools to obtain data, investigate discrepancies, and build reliable reporting datasets. This role does not require a software engineer, but it does require practical comfort with database concepts and data retrieval. · Use ChatGPT or similar approved AI tools to accelerate routine FP&A work such as drafting variance explanations, summarizing findings, developing formulas, refining queries, creating documentation, preparing training materials, outlining presentations, and identifying opportunities for automation. · Apply responsible AI practices, including protecting confidential data, validating AI-assisted outputs, documenting assumptions, and using human judgment before relying on AI-generated analysis, code, commentary, or recommendations. · Support monthly close analysis, management reporting, audit requests, and special projects as needed. · Research and resolve data discrepancies, system errors, integration issues, and reporting problems using structured problem-solving and strong business judgment. · Create and maintain standard operating procedures, data definitions, control documentation, training materials, presentation templates, and AI-assisted workflow guidance for FP&A systems and reporting processes. · Communicate financial results, risks, opportunities, and recommendations to finance leadership and business stakeholders in a concise, actionable, and presentation-ready manner.

Required Qualifications · Master’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience. · Five or more years of progres

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