Financial Analyst, Corporate FP&A Reporting

The Financial Analyst, Corporate FP&A Reporting supports the company’s forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams, including revenue, bookings, churn, renewals, headcount, and operating expenses, into a complete and accurate corporate forecast.

The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation ready materials. The position also supports organizational efforts through documentation, file structure upkeep, and consistent application of reporting standards.

Key Responsibilities 

Corporate Forecasting, Budgeting, and Long-Range Planning

•         Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners

•         Contribute to long range planning model updates and related financial analyses

•         Maintain and update corporate models with accuracy and attention to detail

•         Support risk and opportunity tracking and prepare summaries for leadership

Financial Consolidation and Reporting

•         Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast

•         Prepare monthly and quarterly reporting packages for leadership review

•         Support the development of Board of Directors presentation materials

•         Create charts, tables, and visuals that clearly communicate key financial insights

•         Support company-wide projects, analyses, and ad hoc requests

Technical Modeling and Analytics

•         Build and maintain driver based financial models using Excel and other financial planning tools

•         Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis

•         Support FX neutral and budget neutral analyses when needed

•         Ensure accuracy and consistency across modeling and data consolidation

Process, Organization, and Documentation

•         Support organization of shared FP&A files and folders, including consistent use of SharePoint

•         Help maintain documentation and desktop procedures that guide recurring processes

•         Assist with process improvements and tools that enhance clarity and efficiency across FP&A

•         Assist in improving reporting consistency and streamlining FP&A workflows

•         2-5 years of experience in FP&A, corporate finance, or financial analysis

•         Expert level Excel skills with demonstrated ability to build and maintain financial models

•         Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus

•         Experience with BI or data visualization tools (Tableau, Power BI) is a plus

•         Ability to communicate financial information clearly both verbally and in written formats

•         Strong attention to detail, problem-solving skills, and organizational skills

•         Proactive, collaborative, and able to support multiple priorities in a fast-paced environment

Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets

The base salary range for this role, across the US, is $97,000 - $108,000. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits.