Senior FP&A Analyst, Platform

InfoTrack US

. Execute budgeting and forecasting processes, including model updates, assumption validation, and consolidation across entities .

Posted 10/8/2026full-timeSan Francisco • California • United StatesSenior💰 $86,200 - $145,395 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while effectively collaborating with cross-functional teams to drive business performance. Proficient in financial modeling and reporting, with a strong focus on accuracy and actionable insights.

Highest-signal resume keywords

Financial Planning And AnalysisFinancial ModelingVariance AnalysisAdvanced Excel SkillsCPA Qualified

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingScenario AnalysisFinancial ReportingKPI AnalysisData AnalysisAssumption ValidationConsolidationPerformance ReviewProcess Improvement

Soft Skills

Attention To DetailInterpersonal SkillsTeam PlayerProblem-SolvingClear Communication

Tools & Technologies

Workday Adaptive PlanningNetSuite

Certifications & Qualifications

CPA

Industry Keywords

Corporate FinanceTechnology IndustryLegal Services IndustryCross-Functional CollaborationFast-Paced Environments

About the role

Key responsibilities & impact

Execute budgeting and forecasting processes, including model updates, assumption validation, and consolidation across entities
Perform detailed variance analysis against budget, forecast, and prior periods, identifying key performance drivers and trends
Analyze key financial and operational KPIs, providing structured insights such as MoM, YTD, and trend analysis
Collaborate with cross-functional finance and non-finance stakeholders to build, validate, and maintain financial and operational data
Act as a finance contact for operational teams, bridging financial analysis and business performance
Partner with local Controllers and support the Global Head of FP&A with group-level planning, reporting, and performance review across business units
Develop and refine financial models to improve accuracy, transparency, and alignment with business drivers
Analyze financial and non-financial data to provide actionable insights
Support initiatives such as new planning system implementation and ad-hoc M&A or IPO-readiness projects
Partner with cross-functional teams to align financial plans with strategic objectives
Improve FP&A processes and tools to increase efficiency, accuracy, and timeliness of planning and reporting
Promote teamwork and proactive problem-solving across the finance function
Report to the Head of FP&A, ATI Global, with a dotted line to local Controllers in the United States and Canada

Requirements

What you’ll need

Bachelor’s degree in accounting, finance or related field
CPA qualified
3+ years’ post qualification experience in financial planning and analysis, corporate finance (inhouse or advisory) or similar fields
Experience in Technology and/or legal services industry is preferred but not essential
Strong financial modelling skills (budgeting, forecasting, scenario analysis)
Superior attention to detail and ability to present financial information clearly and concisely to senior management and key stakeholders
Solid understanding of financial reporting and its linkage to FP&A
Experience working in cross-functional and fast-paced environments
Strong interpersonal skills for collaborating with different departments and levels within the global organization
Experience with Workday Adaptive Planning/Reporting and NetSuite
Advanced Excel skills with the ability to build financial models to support decision-making
Excellent team player skills

Benefits

Comp & perks

401(k) Match
Medical, Dental, & Vision Insurance - 85% of employee premiums are covered by InfoTrack, and 70% for your family premiums
Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance
20 Days of Paid Time Off (PTO)
11 Paid Holidays
“Be Me Time” off for mental health, re-charging, volunteering
Matching Gift Program
Monthly Internet Stipend for Remote Employees
Bonus, commissions, equity, and other benefits may be available as part of the total rewards package