Senior Financial Analyst, FP&A (AI First)

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Financial Analyst, FP&A (AI First) based in United States. This is an opportunity to join a modern FP&A team where finance expertise and AI-driven automation work hand in hand.

You will own core budgeting, forecasting, reporting, and financial modeling processes while helping transform how recurring finance work gets done.

Rather than simply producing reports manually, you will design scalable workflows, agents, and systems that make analysis faster and more reliable.

The role combines financial judgment with data fluency, requiring you to validate AI-generated outputs and ensure every insight is accurate and decision-ready.

You will partner with Sales, Marketing, Product, G&A, Accounting, and Data teams to translate financial information into actionable business decisions.

Working in a remote-first environment, you will help establish trusted data foundations, improve reporting efficiency, and raise the analytical capabilities of the broader organization.

This is an ideal role for a finance professional who is curious about AI, comfortable with ambiguity, and motivated to build the future of FP&A.

Accountabilities

• Own and operate AI-enabled FP&A workflows for recurring activities such as variance analysis, commentary, cohort and retention analysis, board metrics, and routine financial data pulls.
• Use AI tools as a core part of financial analysis, modeling, reporting, and commentary while following appropriate data-handling and team practices.
• Design and maintain AI agents, prompts, calculation templates, and automated workflows, creating the documentation and context required for reliable outputs.
• Determine which finance activities should be automated, which require human review, and which should remain fully manual, while building validation, reconciliation, and quality-control processes.
• Maintain a shared library of finance automation resources and ensure workflows remain documented, versioned, repeatable, and usable by other team members.
• Own the annual budgeting process and recurring forecast updates, coordinating inputs from department leaders and maintaining key assumptions.
• Maintain and enhance the financial model covering revenue, expenses, headcount, cash, and scenario planning, with an emphasis on scalable and configurable modeling.
• Conduct scenario and sensitivity analyses that help leadership evaluate business decisions quickly and confidently.
• Own monthly reporting, including actuals versus budget and forecast, variance analysis, and management commentary.
• Support leadership and board reporting by preparing financial metrics, dashboards, and decision-support materials.
• Partner with Accounting during month-end close to ensure financial results are accurate, complete, and delivered on schedule.
• Own core SaaS metrics, including ARR/MRR, net and gross revenue retention, churn, CAC, and LTV, ensuring definitions remain consistent across reporting.
• Analyze customer, product, and segment profitability and communicate insights to the stakeholders positioned to act on them.
• Build and maintain BI reports and trusted data sources so analysts, dashboards, and automated workflows rely on consistent information.
• Serve as a finance partner to Sales, Marketing, Product, and G&A, helping teams manage budgets, understand spending, and evaluate business decisions.
• Collaborate with Data and Analytics teams to define reporting requirements and ensure financial analysis addresses the right business questions.
• Evaluate the financial implications of proposed initiatives, investments, and projects while handling ad-hoc analytical requests as needed.

Requirements

• 3–5+ years of experience in FP&A, corporate finance, or a comparable analytical finance role, with demonstrated ownership of recurring financial reporting.
• Proven hands-on experience using AI tools to automate or accelerate finance work, with the ability to explain what was built, how it improved efficiency, and how outputs were validated.
• Strong instinct for identifying when an AI-generated answer may be incorrect, incomplete, or misleading, combined with the judgment to know when human analysis is required.
• Experience building AI-assisted workflows through prompting, scripting, automation, or connecting AI tools with financial data…