Senior Financial Planning & Analysis Analyst

Senior individual contributor role supporting enterprise-wide FP&A, budgeting, forecasting, and performance analysis for a managed repair network.

Responsibilities

• Own major components of the annual budget and rolling forecast, including detailed business-unit models, assumptions, schedules, and consolidation support
• Partner with the Director, FP&A, CFO, and business leaders to develop forecasts for revenue, margin, operating expenses, headcount, and cash flow
• Build scenario and sensitivity models to assess impacts of shifting business drivers, operating assumptions, risks, and opportunities
• Lead recurring analysis of monthly financial and operational results including revenue, gross margin, operating expenses, EBITDA, cash flow, and business-unit performance
• Track key drivers across:
  • Revenue volume, conversion, and customer or service-line mix
  • Gross margin, operating leverage, staffing levels, and productivity
  • Cash flow, working capital, cycle times, and other key operating metrics
• Identify trends, risks, and opportunities; challenge assumptions and provide recommendations to improve forecast accuracy, profitability, cash flow, and operational efficiency
• Prepare monthly and quarterly financial reporting packages and executive-ready analysis for the CFO and senior leadership
• Develop and maintain dashboards, KPIs, and management reporting for corporate functions and operating business units
• Own budget-to-actual and forecast variance analysis, including commentary, root-cause analysis, and recommended actions; contribute to Board and lender materials as needed
• Act as a high-impact finance partner to corporate and business-unit leaders with regular interaction with the CFO and senior leadership
• Lead financial analysis supporting pricing, staffing, resource allocation, vendor decisions, and other operating initiatives
• Run monthly performance discussions with business leaders; challenge results and assumptions and drive accountability for forecast, margin, staffing, and corrective actions
• Own and improve financial models, reporting tools, and analytical processes to enhance accuracy, scalability, and decision support
• Support NetSuite optimization and improve reporting automation, data quality, controls, and dashboard capabilities
• Drive reporting standardization across business units and departments; analyze outputs and translate findings into actionable insights
• Other duties as assigned

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field required
• 4+ years of experience in FP&A, corporate finance, or financial analysis required
• Demonstrated ownership of major budgeting and forecasting workstreams
• Advanced financial modeling, scenario analysis, and forecasting across multi-entity or multi-business-unit organizations
• Ability to analyze complex financial and operational data and deliver clear, actionable recommendations
• Advanced proficiency with Microsoft Excel and other Microsoft Office tools
• Strong interpersonal skills to challenge assumptions, influence decisions, and engage senior stakeholders
• Proven ability partnering with senior operational leaders in a collaborative, results-driven, fast-paced environment
• Ability to independently research, analyze, synthesize, and present complex qualitative and quantitative information to executive and operational audiences
• Strong organizational and project-management skills; able to work under pressure and manage multiple priorities under tight deadlines
• Reliable high-speed home broadband (minimum 25 Mbps download / 10 Mbps upload) and ability to connect via Ethernet for remote workdays

Technologies

• Microsoft Excel
• Microsoft Office
• NetSuite
• Power BI
• Tableau

Preferred Qualifications

• Experience in professional services, insurance, property restoration, or multi-site field-service businesses
• Experience with NetSuite or multiple other ERP systems
• Experience with business intelligence tools such as Power BI or Tableau
• Experience preparing Board or lender reporting in a high-growth environment

Work Environment & Physical Demands

• Hybrid schedule based in the Denver office (typically four days onsite and one day remote)
• Travel: minimal/none
• Primarily office-based work requiring prolonged periods of sitting and computer use
• Ability to occasionally lift and carry up to 10 pounds
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions

Accuserve Human Centric Value Proposition & Values

• Human centric value proposition: Community-focused approach and compassion in navigating the insurance landscape
• Values: Communicating and Connecting, Doing the Right Thing, Compassionately Serve, courageously making an Impact, Staying Curious

Compensation: USD 100,000 - 120,000 per year

Location: Denver, CO (hybrid)