FP&A Analyst

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Company: LeanData

Location: Santa Clara, CA 95051

Description:

LeanData helps the world's fastest-growing companies automate, simplify, and accelerate revenue.

About the Role

LeanData is looking for a highly motivated FP&A Analyst to support financial planning, reporting, and analysis and drive data-driven strategic decision-making. As a key member of our Finance Team, you will help develop financial models, forecasts, and insights to optimize revenue, spending, and overall business performance.

This is an exciting opportunity for a finance professional eager to grow in a fast-paced, high-growth SaaS environment. This role will report directly to the Senior Manager, FP&A and will provide the opportunity to make a meaningful impact in a high-growth environment while gaining exposure to key strategic finance initiatives. If you're ready to take your FP&A career to the next level, we'd love to hear from you!

What You'll Do
  • Develop and maintain financial models for revenue forecasting, budget variance analysis, and key customer metrics.
  • Assist with financial planning, supporting annual budgeting cycles.
  • Analyze key business metrics to align financial models with strategic objectives.
  • Prepare financial reports and dashboards to provide actionable insights for leadership.
  • Collaborate with cross-functional teams (GTM, R&D, G&A) to provide visibility into financial performance and ensure financial accuracy.
  • Identify opportunities to improve financial reporting and streamline FP&A processes.
  • Support data structuring and analytics efforts to ensure reliable forecasts and KPIs as we build out our Analytics team.

Qualifications
  • 2+ years of experience in FP&A, financial analysis, investment banking, or a similar role.
  • Strong understanding of SaaS metrics and financial modeling, with proficiency in Excel/Google Sheets.
  • Solid grasp of financial statements and accounting principles (US GAAP knowledge is a plus).
  • Analytical mindset with the ability to translate data into actionable insights.
  • Excellent verbal and written communication skills.
  • Self-starter with strong problem-solving skills and a proactive approach.
  • Experience in SaaS or technology companies is a plus.
  • Bonus: SQL experience for data analysis.

Impact You'll Have
  • Deliver financial insights that drive strategic business decisions.
  • Optimize revenue and cost structures through data-driven recommendations.
  • Enhance financial planning and forecasting processes in partnership with business leaders.

Why work at LeanData:
  • LeanData covers employee insurance premiums up to 90%
  • Stock options in LeanData for all full-time employees
  • Flexible PTO
  • 401K plan

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