Senior Analyst, FP&A

JDPA LIMITED

. Lead budgeting, planning, forecasting, reporting, and financial performance management for key areas across the Dealer and FSAAS verticals .

Posted 10/2/2026full-timeRemote • United States, CanadaSenior💰 $80,000 - $94,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and reporting, while effectively communicating complex financial data to diverse stakeholders. Proficient in utilizing BI tools and financial systems to drive insights and process improvements.

Highest-signal resume keywords

Financial Planning And AnalysisBudgeting And ForecastingTableauSQLCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingKPI Dashboard CreationVariance AnalysisStructured Financial AnalysisData Automation

Soft Skills

Analytical SkillsProblem-SolvingCommunication SkillsAttention To DetailAdaptability

Tools & Technologies

Power BIDatabricksSnowflakeNetSuiteSalesforce

Industry Keywords

SaaSPrivate EquityExecutive ReportingOperating Expense ManagementHeadcount Planning

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Lead budgeting, planning, forecasting, reporting, and financial performance management for key areas across the Dealer and FSAAS verticals
Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks
Use Tableau, Power BI, or similar BI tools, SQL, Databricks, Snowflake, and financial systems to deliver scalable reporting
Develop insights and recommendations on budget performance, variance drivers, forecast risks and opportunities, investment trade-offs, and cost optimization
Support monthly and quarterly executive and board-level materials
Translate complex financial and operational data into clear narratives for senior technology and product leadership
Drive cross-functional planning with Sales, Marketing, and Customer Success
Identify and implement process improvements and automation opportunities, including AI tools and data automation
Lead ad hoc financial analyses and special projects for FP&A leadership, the CFO, and Dealer & FSAAS leadership
Frame business questions, build analyses, and communicate actionable recommendations

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Business, or a related analytical discipline
8-10 years of experience in Finance, Accounting, FP&A, corporate finance, product/technology operations, or a related analytical role
Experience supporting executive, product, and technology leadership is strongly preferred
Experience working in SaaS/technology companies and private equity portfolio company environments is strongly preferred
Strong Excel and PowerPoint skills, including pivot tables, lookups, and structured financial analysis
Familiarity with BI tools such as Tableau or Power BI is a strong plus
Strong analytical and problem-solving skills with attention to detail
Ability to lead financial planning processes, create analytical frameworks, influence cross-functional stakeholders, and turn data into executive-level recommendations
Ability to communicate financial concepts clearly to finance and non-finance stakeholders
Ability to work independently, manage ambiguity, and adapt to changing priorities
Familiarity with operating expense management, headcount planning, forecasting, variance analysis, and executive reporting is a strong plus
Experience with NetSuite, Salesforce, Adaptive Planning, Tableau, Power BI, or similar systems is valued
Must be legally authorized to work in the country where employment is offered
JD Power does not provide employment sponsorship for this position

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Retirement savings programs
Paid time off
Wellness programs
Flexible work arrangements
Opportunities for learning and development