Convera logoConvera logo

Senior Financial Analyst, FP&A

ConveraSanta Ana
On-site Full-time

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.


Experience Level

Mid to Senior

Qualifications

Qualifications• Bachelor's degree in Finance, Accounting, or a related field• 3+ years of experience in financial planning and analysis, preferably in a corporate environment• Strong analytical skills with the ability to interpret complex financial data• Proficiency in financial modeling and forecasting techniques• Excellent communication skills, both written and verbal• Ability to work collaboratively in a team-oriented environment and manage multiple priorities

About the job

Convera seeks a Senior Financial Analyst, FP&A, to join the team in Santa Ana. This role reports to the Head of FP&A and focuses on financial support for the General Counsel, Compliance, and Risk (GCCR) departments, as well as the People organization. The analyst will manage operating expenses, lead headcount planning, and oversee month-end financial consolidation. Daily work involves hands-on financial analysis, tracking business cases, and reporting on strategic initiatives.

Key responsibilities

  • Assist with budgeting, forecasting, and variance analysis for GCCR and People functions
  • Monitor and reconcile headcount, compensation, and benefits to ensure alignment with plans
  • Evaluate cost trends, identify key drivers and risks, and escalate issues as needed
  • Contribute to annual operating plans, quarterly forecasts, and workforce planning efforts
  • Maintain detailed operating expense and headcount models
  • Work closely with HR and Accounting to align financial and workforce data
  • Develop and analyze business cases for GCCR and People projects, including operating model changes, system rollouts, and organizational investments
  • Track performance against approved business cases, including costs, timing, and assumptions
  • Collaborate with stakeholders across HR, GCCR, CFO, IT, and other teams to gather inputs and validate assumptions
  • Ensure business cases are consistent in budgets, forecasts, and reporting
  • Prepare monthly cost reports with detailed variance explanations
  • Support consolidation of costs, headcount, and initiative spending across supported functions
  • Maintain accuracy, timeliness, and data integrity in all reporting outputs
  • Continuously improve FP&A templates, models, and reporting processes
  • Support the development of dashboards and standardized reporting tools
  • Document assumptions and methodologies for scalable and repeatable processes

Role focus

This position centers on cost management and global workforce planning. The analyst will work closely with multiple departments to ensure financial discipline and support strategic decision-making. Candidates interested in operating expense control and cross-functional collaboration will find this role engaging.

About Convera

Convera is a leading organization in the financial services sector, dedicated to providing innovative solutions to our clients. We emphasize integrity, collaboration, and excellence in everything we do, making us a trusted partner for businesses globally.

Similar jobs

Browse all companies, explore by city & role, or SEO search pages.

Tailoring 0 resumes

We'll move completed jobs to Ready to Apply automatically.