LeanData is looking for a high-impact Senior FP&A Analyst to drive financial planning, strategic analysis, and business partnership across the organization. This role goes beyond execution, you will serve as a trusted advisor to business leaders, owning financial insights that shape key decisions and influence company direction.
As a key member of the Finance team, you will lead planning processes, build scalable models, and proactively surface insights across revenue, spend, and overall business performance. You will have end-to-end ownership of key functions or business units and play a critical role in driving financial rigor and accountability.
This role reports to the Director of FP&A and offers high visibility across senior leadership in a fast-paced, high-growth SaaS environment.
Hybrid: This role is based in our Santa Clara office, with a flexible hybrid schedule that includes three in-office days per week (Monday, Wednesday, and Thursday).
What You’ll DoPlanning, Forecasting & Business LeadershipOwn budgeting and forecasting, partnering directly with senior leaders to align financial plans with strategic priorities
Lead driver-based modeling across revenue, headcount, and operating expenses, ensuring scalability and accuracy
Proactively identify risks and opportunities, and influence decision-making through data-driven recommendations
Lead scenario planning and long-range forecasting to support strategic initiatives and executive planning
Act as a thought partner to GTM and G&A leaders, challenging assumptions and driving financial accountability
Own monthly and quarterly business reviews, delivering clear, concise narratives to senior leadership
Translate financial and operational data into actionable insights that inform company strategy
Ensure consistency and integrity of key SaaS metrics (ARR, churn, NDR, CAC, etc.) across the organization
Proactively surface trends, risks, and opportunities with clear recommendations—not just analysis
Drive improvements in FP&A processes, reporting frameworks, and planning cadence to support scale
Lead automation efforts across forecasting and reporting workflows to reduce manual effort
Partner with Finance, Data, and Systems teams to enhance data quality and reporting infrastructure
Establish best practices for financial modeling, reporting, and cross-functional alignment
Leverage large datasets to inform forecasting, cohort analysis, and performance tracking
Utilize tools such as SQL and AI (e.g., ChatGPT, Claude) to deepen analysis and improve efficiency
Partner closely with Data teams to define metrics, improve data accessibility, and enhance reporting capabilities
5+ years of experience in FP&A, strategic finance, or related roles, ideally in a high-growth SaaS environment
Proven ability to own financial planning end-to-end.
Strong understanding of SaaS metrics (ARR, churn, NDR, CAC/LTV) and how they inform business decisions
Advanced modeling skills in Excel / Google Sheets with a focus on scalability and usability
Demonstrated ability to influence stakeholders and partner effectively with senior leadership
Strong business judgment with the ability to connect financial insights to strategic outcomes
Experience with SQL and large-scale data analysis
Familiarity with BI tools (Looker, Tableau, Power BI)
Exposure to data warehouses (Snowflake, BigQuery)
Experience working closely with Data or Analytics teams
LeanData covers employee insurance premiums up to 90%
Stock options for all full-time employees
Flexible PTO
401(k) plan
Top Skills
LeanData Santa Clara, California, USA Office
2901 Patrick Henry Drive, Santa Clara, CA, United States, 95054
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