FP&A Senior Analyst

Position Details

• Reporting Manager: Vice President Financial Controller
• Status: Salary, Exempt
• Type: Regular, Full-Time (12 Months)
• Program: Stellar Virtual

Overview
The Senior Analyst will be responsible for the end-to-end maintenance of the corporate budget and the integrity of all underlying budget files. This position will primarily focus on internal planning and analysis (FP&A) and require the ability to bridge the gap between raw financial data and strategic decision-making to fulfill our mission of empowering families and unleashing potential. You will serve as a key financial partner to leadership, ensuring that every department has the insights needed to manage their resources effectively. 

Essential Duties

• Own the maintenance and structural integrity of the master budget and all supporting departmental budget files.
• Actively contribute to and facilitate budget and forecast planning sessions with executive leadership and department heads.
• Generate and distribute monthly budget and forecast reports, providing clear visibility into the company's financial trajectory.
• Conduct deep-dive "Actual vs. Budget" and "Actual vs. Forecast" comparisons each month to identify and explain performance gaps.
• Meet monthly with Department Leads and VPs to develop future forecasts and discuss financial results, acting as a consultant for their spend.
• Responsible for reviewing purchase requests and hire requests to determine if they are in budget and aligned with company goals.
• Build and maintain complex models to support scenario planning, hiring approvals, and sensitivity analysis.
• Assist with revenue recognition analysis and contract reviews to ensure alignment between billing terms and financial forecasts.
• Analyze financial data and KPIs to identify trends, areas for improvement, and opportunities for cost savings.
• Continuously refine forecasting methodologies to enhance the accuracy of predictions and streamline the monthly close process.
• Play a key role in collective success by proactively pivoting to support emerging business needs and strategic priorities directed by your manager.

Knowledge, Skills & Attributes

• 2-4 years of experience in financial planning and analysis, budgeting, or related roles.
• Strong proficiency in financial modeling and data analysis using spreadsheets, FP&A software, and ERP systems (NetSuite a plus).
• Strong understanding of US GAAP; experience with Revenue Accounting (ASC 606) is a desired plus.
• Proven experience working independently with a stable home-office infrastructure including access to a private, secure, high-speed internet connection.
• Minimum of 1-2 years of experience using the Google Workspace suite in a professional setting.
• An outstanding problem-solver with a demonstrated ability to think critically, plan strategically, and perform detailed data analysis.
• Ability to communicate complex financial ideas via written channels (Email, Google Chat) with high clarity and low ambiguity.
• Passionately committed to the mission of Stellar Virtual.

Education & Certification Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Benefits & Incentives (Full-Time Only)

• Competitive vacation and paid time off plans
• Comprehensive medical (HMO, HDHP, and PPO), dental, and vision plans with varying coverage for employees and their families, with options available in all states, including a high-deductible health plan (HDHP) option.
• 401(k) retirement plan (pre- and post-tax options) with matching contribution up to 3% after one year of employment
• Additional supplemental disability, life, critical illness, hospital indemnity, accident, legal aid, and ID theft protection plans
• Flexible Spending Account (FSA) or Health Savings Account (HSA)
• Two paid closure weeks each year (weeks of July 4 and December 25)
• 10 Company-paid Holidays

Employment "At-Will" Statement: For W-2 employment, Stellar Virtual is an at-will employer. This means the employee and Stellar Virtual can terminate the employment at any time, with or without cause or notice, as legally permitted. This job description does not guarantee continued employment or a contract. All 1099 status is excluded.

Equal Employment Opportunity (EEO): Stellar Virtual is an equal opportunity employer committed to diversity and inclusion. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.