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LeanData

Senior FP&A Analyst

Posted 7 Days Ago
Be an Early Applicant
In-Office
Santa Clara, CA, USA
120K-140K Annually
Senior level
In-Office
Santa Clara, CA, USA
120K-140K Annually
Senior level
The Senior FP&A Analyst will drive financial planning, modeling, and strategic analysis while partnering with senior leaders to align financial plans and influence business decisions.
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LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.

About the Role

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 Leadership
  • Own 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

Strategic Insights & Executive Reporting
  • 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

Process Improvement & Financial Infrastructure
  • 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

Data & Advanced Analytics
  • 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

Who You Are
  • 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

Bonus Points
  • 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

Why Work at LeanData
  • LeanData covers employee insurance premiums up to 90%

  • Stock options for all full-time employees

  • Flexible PTO

  • 401(k) plan


Top Skills

BigQuery
Chatgpt
Claude
Looker
Power BI
Snowflake
SQL
Tableau
HQ

LeanData Santa Clara, California, USA Office

2901 Patrick Henry Drive, Santa Clara, CA, United States, 95054

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