We value providing opportunities for professional growth, and hence, we typically refrain from offering at the upper limit of the salary range. This approach allows for future development within the role, ensuring that compensation can be adjusted to reflect an individual's advancing skills and contributions to the team while maintaining internal fairness.

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

Compensation Range: $120K - $140K