Senior FP&A Analyst at LeanData

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 Do

Planning, 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