FP&A Analyst

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Santa Clara, CA
In-Office
Software
The Role

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.

About the Role

LeanData is looking for a highly motivated FP&A Analyst to support financial planning, reporting, and analysis and drive data-driven strategic decision-making. As a key member of our Finance Team, you will help develop financial models, forecasts, and insights to optimize revenue, spending, and overall business performance.

This is an exciting opportunity for a finance professional eager to grow in a fast-paced, high-growth SaaS environment. This role will report directly to the Senior Manager, FP&A and will provide the opportunity to make a meaningful impact in a high-growth environment while gaining exposure to key strategic finance initiatives. If you're ready to take your FP&A career to the next level, we'd love to hear from you!

What You’ll Do

  • Develop and maintain financial models for revenue forecasting, budget variance analysis, and key customer metrics.

  • Assist with financial planning, supporting annual budgeting cycles.

  • Analyze key business metrics to align financial models with strategic objectives.

  • Prepare financial reports and dashboards to provide actionable insights for leadership.

  • Collaborate with cross-functional teams (GTM, R&D, G&A) to provide visibility into financial performance and ensure financial accuracy.

  • Identify opportunities to improve financial reporting and streamline FP&A processes.

  • Support data structuring and analytics efforts to ensure reliable forecasts and KPIs as we build out our Analytics team.

Qualifications

  • 2+ years of experience in FP&A, financial analysis, investment banking, or a similar role.

  • Strong understanding of SaaS metrics and financial modeling, with proficiency in Excel/Google Sheets.

  • Solid grasp of financial statements and accounting principles (US GAAP knowledge is a plus).

  • Analytical mindset with the ability to translate data into actionable insights.

  • Excellent verbal and written communication skills.

  • Self-starter with strong problem-solving skills and a proactive approach.

  • Experience in SaaS or technology companies is a plus.

  • Bonus: SQL experience for data analysis.

Impact You’ll Have

  • Deliver financial insights that drive strategic business decisions.

  • Optimize revenue and cost structures through data-driven recommendations.

  • Enhance financial planning and forecasting processes in partnership with business leaders.

 Why work at LeanData:

  • LeanData covers employee insurance premiums up to 90%

  • Stock options in LeanData for all full-time employees

  • Flexible PTO

  • 401K plan

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The Company
HQ: Santa Clara, CA
240 Employees
Year Founded: 2012

What We Do

Today’s growth leaders are powering their B2B selling with LeanData, the gold standard in modern revenue orchestration and an essential element of the modern RevTech stack. The LeanData Revenue Orchestration Platform, powered by No-Code Automation, simplifies and accelerates the coordination of all the plays, people, and processes needed to transform buyer signals into buying decisions. With LeanData, revenue teams operate with precision and alignment, taking every change in stride and driving operational excellence that fuels compelling buyer experiences.

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