About this role
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
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
Tech stack
LookerTableauSnowflakeBigQuery
About LeanData
LeanData is hiring for the senior fp&a analyst role. NewJob aggregates active openings directly from LeanData's applicant tracking system, so this listing is current.
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