Senior Financial Planning & Analysis (FP&A) Analyst

Location: Reston, VA (Hybrid)

SUMMARY OF POSITION

The Senior FP&A Analyst will play a pivotal role in transforming our client’s financial planning function into a forward‑looking, strategic capability. This position will own the development of the organization’s 3‑year financial forecast, build the methodology for true project costing of Tier 1 initiatives, and serve as a direct financial partner to senior leadership, including the CEO.

This role requires a highly analytical finance professional who is comfortable building models from the ground up, improving planning processes, and presenting insights at the executive level. The ideal candidate brings strong FP&A technical skills, deep experience with NetSuite Planning & Budget, and the ability to translate financial data into actionable recommendations.

The Senior FP&A Analyst will have high visibility across the enterprise and will play a key part in shaping future financial strategy.

CORE VALUES

Our team members exemplify our values through their work and interactions every day:

• Integrity — Accountability, transparency, and trust
• Agility — Adaptability, continuous improvement, expertise
• Partnership — Collaboration, communication, teamwork
• Inclusivity — Respect, support, and diverse perspectives

PRINCIPAL RESPONSIBILITIES

Strategic Forecasting & Budgeting

• Build and maintain the organization’s 3‑year financial forecast, including scenario modeling and long‑range planning assumptions.
• Lead the annual operating budget, ensuring alignment between strategic initiatives and financial targets.
• Drive quarterly forecast updates; deliver executive‑level variance analysis and insights to senior leadership.
• Manage and optimize the NetSuite Planning & Budget tool, including Workforce settings, benefit/policy updates, and model enhancements.

Project Costing & Financial Governance

• Develop and implement a true project costing methodology for Tier 1 initiatives, including labor, overhead allocation, and overtime considerations.
• Partner with PMO, Technology, and Operations to ensure accurate cost capture and financial visibility for enterprise projects.
• Support budget owners with departmental expense tracking, forecast accuracy, and financial decision support.

Financial Analysis & Reporting

• Perform detailed GL analysis, trend identification, and root‑cause variance reviews.
• Deliver executive‑ready dashboards, reports, and presentations using Power BI or Tableau.
• Respond to ad‑hoc financial modeling and analysis requests from the CEO, CARO, and other senior leaders.

Planning Tools, Processes & Controls

• Maintain and enhance planning models, templates, and documentation; ensure accuracy and consistency across business units.
• Strengthen financial governance by updating FP&A policies, controls, and narratives.
• Collaborate with Accounting on budget‑to‑actual alignment and support audit requirements as needed.

Special Projects

• Lead or support strategic, cross‑functional initiatives with tight deadlines and executive visibility.
• Provide financial insights that directly influence enterprise decision‑making.

PRINCIPAL JOB REQUIREMENTS

Education

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• MBA, CFA, or CPA preferred but not required.

Experience

• 5–8 years of progressive experience in FP&A or corporate finance.
• Strong experience in multi‑year forecasting, budgeting, and financial modeling.
• Experience with NetSuite Planning & Budget (strongly preferred).
• Prior exposure to project costing or financial governance a plus.

Technical Skills

• Advanced financial modeling and Excel skills.
• Strong experience in GL analysis and building financial insights.
• Proficiency with Power BI or Tableau for executive reporting.
• Understanding of ERP systems, budgeting frameworks, and internal controls.

Soft Skills

• Exceptional communication skills, including the ability to present complex financial concepts to executives.
• Strong business partnership mindset with the ability to influence without authority.
• Ability to manage confidential information with integrity and sound judgment.
• Highly organized, proactive, and able to thrive in a fast‑moving environment.