[Hiring] Senior Financial Analyst FP&A @LanguageLine Solutions

Role Description

We are seeking a highly capable Senior Financial Analyst/Manager to join the FP&A team in a role that combines budgeting, forecasting, financial analysis, business intelligence, FP&A systems administration, executive-level financial presentation development, and practical use of modern AI tools. This position is ideal for a finance professional who is comfortable working with large data sets, understands database structures well enough to obtain and validate data from enterprise systems, and can translate financial and operational information into clear insight, polished PowerPoint presentations, and well-documented recommendations for business leaders.

The role will support a $1B+ B2B services organization that provides telephone-based interpretation solutions for clients whose customers need language access support. The successful candidate will help administer and improve cloud-based FP&A tools, connect financial and operational data across systems, use approved AI tools such as ChatGPT responsibly to increase productivity and analytical quality, and become a key contributor to the company's planning, reporting, systems, and executive communication infrastructure.

Qualifications

• Master’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience.
• Five or more years of progressive experience in FP&A, financial analysis, corporate finance, finance systems, business intelligence, or a closely related role.
• Strong budgeting, forecasting, financial reporting, variance analysis, and financial modeling skills.
• Advanced Excel skills, including complex formulas, data manipulation, model design, and mastery of large workbooks.
• Expert / guru-level Microsoft PowerPoint skills, including executive-grade deck design, storyboarding, chart and table formatting, clean visual hierarchy, concise financial storytelling, and the ability to convert complex analysis into polished presentations for senior leadership.
• Practical experience using modern AI tools, especially ChatGPT or similar generative AI platforms, to improve productivity, analysis, reporting, documentation, communication, and problem solving in a professional setting.
• Ability to use AI responsibly with confidential business and financial information, including appropriate data protection, review, validation, and escalation when outputs are uncertain or material.
• Hands-on experience with an FP&A / CPM platform such as Prophix, Jedox, Board, Adaptive Planning, Hyperion, Anaplan, OneStream, or similar; Prophix experience is strongly preferred.
• Significant knowledge of ERP/financial systems, preferably Microsoft Dynamics 365 Finance & Operations, and the ability to understand financial data flows, chart of accounts, dimensions, hierarchies, and reporting structures.
• Practical familiarity with database structures and data-query tools, including the ability to read or write basic SQL or work with SQL-like query/reporting environments to obtain, validate, and reconcile data.
• Experience working with CRM, data warehouse, or BI/reporting data, preferably including Salesforce and Power BI or similar tools.
• Excellent analytical, organizational, documentation, communication, presentation, and stakeholder-management skills.
• Ability to manage multiple priorities, work independently, and deliver accurate work in a deadline-driven environment.

Requirements

• Maintain, enhance, and administer FP&A planning models, reporting structures, workflow processes, user access, and system documentation within Prophix or a similar CPM / FP&A platform.
• Prepare and analyze budgets, forecasts, actual results, KPIs, revenue trends, cost drivers, headcount, margins, and other business performance metrics.
• Develop executive-ready PowerPoint presentations, management review decks, budget and forecast packages, financial storyboards, and board-style materials that turn complex analysis into concise, visually clear business narratives.
• Extract, transform, reconcile, and validate financial and operational data from D365 F&O, Salesforce CRM, data warehouse tables, and other enterprise sources.
• Use SQL, SQL-like query tools, Power BI, Management Reporter, Excel, and related tools to obtain data, investigate discrepancies, and build reliable reporting datasets.
• Use ChatGPT or similar approved AI tools to accelerate routine FP&A work such as drafting variance explanations, summarizing findings, developing formulas, refining queries, creating documentation, preparing training materials, outlining presentations, and identifying opportunities for automation.
• Apply responsible AI practices, including protecting confidential data, validating AI-assisted outputs, documenting assumptions, and using human judgment before relying on AI-generated analysis, code, commentary, or recommendations.
• Support monthly close analysis, management reporting, audit requests, and special projects as needed.
• Research and resolve data discrepancies, system errors, integration issues, and reporting problems using structured problem-solving and strong business judgment.
• Create and maintain standard operating procedures, data definitions, control documentation, training materials, presentation templates, and AI-assisted workflow guidance for FP&A systems and reporting processes.
• Communicate financial results, risks, opportunities, and recommendations to finance leadership and business stakeholders in a concise, actionable, and presentation-ready manner.

Benefits

• Comprehensive benefits package including medical, dental, vision, and a 401(k) plan.
• Bonus potential.