Sr. Financial Analyst (FP&A)
Overview:
- Acts as a strategic finance partner supporting senior leadership across multiple functions.
- Owns financial planning & forecasting: annual + multi-year budgets, board reporting, projections, and variance analysis.
- Builds and maintains complex financial models, dashboards, and ad hoc analyses to evaluate business changes.
- Leads technical side of FP&A tools and planning software; improves reporting, automation, and analytics.
- Establishes and supports cost accounting frameworks to ensure accurate tracking of recurring costs.
- Partners monthly with budget owners on budget vs. actuals and departmental financial performance.
- Ensures compliance with GAAP, internal controls, and regulatory policies.
- Engages cross-functionally; serves as trusted advisor.
Work Location: Hybrid 2-3 day onsite/2-3 days remote. San Francisco, walking distance from Bart.
Technical Expectations:
- Advanced Excel is required; core skills such as VLOOKUP/XLOOKUP, SUMIFS, pivot tables, and large dataset management are required.
- Candidates must be able to build complex models from scratch, perform rigorous variance analysis, and clearly explain outputs and recommendations.
- Reporting, modeling, and forecasting are the heart of the role.
FP&A Scope & Responsibilities:
- Hands-on, highly technical FP&A role with full P&L exposure and endtoend ownership. The Sr. Analyst supports senior leadership through deep financial analytics, modeling, reporting, and forecasting, acting as both an executor and thought partner.
- Responsibilities include owning major components of the annual and multi-year planning cycles, including forecasting, budgeting, assumption modeling, trend analysis, and ensuring accuracy across financial systems. The role plays a key part in quarterly board reporting through preparation of financial statements, forward looking projections, and written financial analyses.
- The analyst builds complex financial models from scratch, works with large data sets, tracks and explains variances between actuals, budgets, and forecasts, and provides insight into business drivers and performance. There is a strong emphasis on articulating financial insights clearly to non finance partners and executives.
- The role also supports the development and implementation of cost accounting frameworks to ensure accurate tracking of recurring and program level costs. Monthly partnership with budget owners is core to the role, including reviewing department level financials, explaining variances, and providing guidance—not just reporting what happened, but helping the business understand what to do next.
Required Experience
- Minimum of 7+ years of FP&A experience is required.
- The target background is FP&A heavy, with some accounting exposure helpful but secondary.
- Candidates must have true endtoend FP&A experience (full P&L, forecasting, budgeting, reporting), not partial or rotational exposure.
Preferred Background
- MBA preferred.
- Prior nonprofit and/or healthcare experience is beneficial, particularly exposure to managed healthcare or PACE organizations, but not required.
Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act • Los Angeles City Fair Chance Ordinance • Los Angeles County Fair Chance Ordinance for Employers • San Francisco Fair Chance Ordinance
Personal Time Off (PTO), Paid Holidays. PTO and holiday hours are prorated based on hire date within the calendar year. o Paid Sick Leave where applicable by State law o Benefit offerings for full-time employment include medical, dental, vision, term life and AD&D insurance, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan
