Senior FP&A Analyst (Remote, US)

Who We Are

Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: Optro is top-rated on G2.com and Gartner Peer Insights.
At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!

Why This Role is Exciting:

AuditBoard is seeking a Senior Financial Analyst to be a strategic business partner, driving data-driven decision making across our high-growth organization. This role will be responsible for comprehensive financial planning, analysis, and decision support to the leadership teams of Human Resources (HR), Finance, and Legal as well supporting the ongoing Corporate FP&A deliverables, such as headcount reporting, workforce related analyses, and other corporate consolidation efforts. This role requires a proactive approach to budgeting, forecasting, and reporting, with a strong emphasis on identifying opportunities for efficiency and cost control within these crucial support functions. The ideal candidate will be a strong partner who can translate complex financial data into actionable insights for non-finance stakeholders

Responsibilities:

Financial Planning & Analysis

• Lead the annual budgeting and quarterly/monthly forecasting processes for the G&A functions (HR, Finance, Legal, Corporate overhead), including detailed personnel planning (headcount, compensation, benefits) and operating expenses.

• Develop and maintain sophisticated financial models to support strategic G&A initiatives, resource allocation decisions, and long-range planning.

• Conduct in-depth variance analysis comparing actual results to budget and forecast, providing clear, concise commentary on key drivers and trends to G&A leadership.

• Manage the consolidation and reporting of G&A performance metrics for executive reviews.

Spending Management & Optimization

• Act as the primary finance business partner for the HR, Finance, and Legal department heads, advising on spending management, cost efficiency, and ROI of investments.

• Identify, track, and report on cost-saving opportunities within G&A operations (e.g., vendor contracts, professional services, software licenses).

• Review and approve purchase requisitions and vendor invoices for G&A spend, ensuring compliance with budget and company policies.

• Analyze and monitor key operational metrics related to G&A efficiency (e.g., cost per employee, finance transaction costs) to drive continuous improvement.

Reporting & Systems

• Prepare monthly and quarterly financial review packages for G&A leadership and executive management.

• Ensure the accuracy and integrity of financial data in the ERP and planning systems (Adaptive).

• Drive continuous improvement in G&A reporting and analysis through automation and process refinement.

Attributes for a Successful Candidate

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• 5+ years of progressive experience in Financial Planning & Analysis (FP&A), with a focus on corporate overhead or G&A functions.

• Expert-level proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUPs, advanced formulas, financial modeling)

• Proven experience supporting non-finance business leaders as a finance partner.

• Strong understanding of GAAP and financial reporting.

• Agile Mindset: Thrives in fast-paced environments, comfortable with ambiguity, and passionate about continuous learning and process improvement

• Accountability & Ownership: Takes ownership of deliverables and outcomes, demonstrates bias towards action, and proactively identifies and solves problems without waiting for direction

Our Company Values

• Customer obsession: It starts and ends here. Consistently ask yourself how what you’re doing creates value for our customers. It’s a mindset.

• Gritty resilience: Make it happen. Find a way. Move fast, stay positive, and do what it takes.

• Drive innovation: Create the future. Continuously improve what exists and invent what’s next.

• Win, together: One team. No silos, no egos. Drive to be the best and support each other’s success.

• Growth mindset: 10x, not 10%. Think in orders of magnitude, not increments. Seek feedback, learn, and improve.
  

Perks*

• Launch a career at one of the fastest-growing SaaS companies in North America!

• Live your best life (LYBL)! $200/mo for anything that enhances your life

• Comprehensive employee health coverage (all locations)

• 401K with match (US) or pension with match (UK)

• Competitive compensation & bonus program

• Flexible Vacation (US exempt & CA) or 25 days (UK)

• Time off for your birthday & volunteering

• Employee resource groups

• Opportunities for team and company-wide get-togethers!

*perks may vary based on eligibility/location

Please note that background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.
We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies. Any submissions without a signed agreement in place will not create a fee obligation.

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