The Role
Partners with executive and functional leaders on budgeting, forecasting, performance analysis, financial modeling, and strategic decision support. Prepares executive and board reporting, identifies business risks and opportunities, improves FP&A processes and tools, and translates complex financial data into actionable recommendations. Collaborates cross-functionally to ensure accurate financial information and support decisions involving pricing, headcount, investments, and new product launches.
Summary Generated by Built In
We're looking for a Strategic Financial Analyst to join our FP&A team in a role built around business partnership. This isn't a
back-office reporting seat — you'll sit at the table with the Executive Leadership Team (ELT) and key functional
stakeholders, translating financial data into insight that shapes real decisions. You'll be the analytical backbone
behind planning, forecasting, and performance conversations, while acting as a trusted advisor who challenges
assumptions, surfaces risks and opportunities, and helps leaders see around corners.
The ideal candidate is equally comfortable building a rigorous financial model and presenting its implications to a
VP or C-suite executive — someone who can move fluidly between the details and the "so what.
back-office reporting seat — you'll sit at the table with the Executive Leadership Team (ELT) and key functional
stakeholders, translating financial data into insight that shapes real decisions. You'll be the analytical backbone
behind planning, forecasting, and performance conversations, while acting as a trusted advisor who challenges
assumptions, surfaces risks and opportunities, and helps leaders see around corners.
The ideal candidate is equally comfortable building a rigorous financial model and presenting its implications to a
VP or C-suite executive — someone who can move fluidly between the details and the "so what.
What You'll Do
• Business Partnership: Serve as the primary finance point of contact for one or more business units or functions,
building trusted relationships with the ELT and senior stakeholders
• Planning & Forecasting: Own the annual budget, monthly forecast, and long-range planning processes for your
area(s), ensuring accuracy, timeliness, and alignment with company goals.
• Performance Analysis: Analyze monthly/quarterly financial results versus budget and forecast, identifying key
drivers of variance and translating them into clear, actionable narratives for leadership.
• Decision Support: Partner with stakeholders on strategic initiatives — pricing, headcount planning, investment
cases, new product launches — building financial models and business cases to support decision-making.
• Executive Reporting: Prepare board-ready and ELT-ready materials, including monthly business reviews, KPI
dashboards, and ad hoc analyses that connect financial performance to strategic priorities.
• Insight Generation: Proactively identify trends, risks, and opportunities in the business and bring
recommendations to stakeholders before they ask.
• Process Improvement: Continuously improve forecasting accuracy, reporting efficiency, and the tools/systems
used across FP&A (e.g., Adaptive, Excel/Google Sheets modeling).
• Cross-Functional Collaboration: Work closely with Accounting, Sales, Operations, and other departments to
ensure consistent, accurate financial data across the organization.
What We're Looking For
• Bachelor's degree in finance, Accounting, Economics, or a related field.
• 3–6 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical
role.
• Demonstrated experience presenting to and influencing senior leaders (VP-level and above)
• Advanced financial modeling skills in Excel/Google Sheets; comfort building models from scratch.
• Experience with FP&A or BI tools (e.g., Adaptive Insights, NetSuite, Tableau, Power BI) a strong plus.
• Strong SQL or data manipulation skills a plus but not required.
• Excellent communication skills — able to translate complex financial concepts into clear, business-relevant
language for non-finance audiences.
• A natural business partner: curious, proactive, and comfortable pushing back constructively when the data tells
a different story.
• High attention to detail balanced with the ability to zoom out and see the bigger picture.
• Comfortable operating in ambiguity and prioritizing across competing demands in a fast-paced environment
What Success Looks Like
• ELT and key stakeholders view you as a go-to thought partner, not just a numbers provider.
• Forecasts and budgets are increasingly accurate and trusted across the organization.
• Your analysis directly informs strategic decisions — pricing changes, investment approvals, resource allocation.
• Finance is seen as embedded in the business, not siloed from it
Skills Required
- Bachelor's degree in finance, accounting, economics, or a related field
- 3-6 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical role
- Experience presenting to and influencing senior leaders at the VP level or above
- Advanced financial modeling skills in Excel or Google Sheets, including building models from scratch
- Experience with FP&A or business intelligence tools such as Adaptive Insights, NetSuite, Tableau, or Power BI
- Strong SQL or data manipulation skills
- Excellent communication skills for translating complex financial concepts to non-finance audiences
- Strong business partnership, analytical, proactive, and constructive challenge skills
- High attention to detail and ability to understand broader business implications
- Ability to operate in ambiguity and prioritize competing demands in a fast-paced environment
Am I A Good Fit?
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The Company
What We Do
WorkWave empowers service-oriented companies to reach their full potential through scalable, cloud-based software solutions that support every stage of their business life-cycle. At WorkWave, we think about business the way you do. We know that for service-oriented companies, there are many steps of your business journey - from signing new customers, delivering service in the field, to invoicing, and everything in between. We also know that gaining new customers requires even more: brand awareness, digital marketing and lead generation.
