Senior Financial Planning and Analysis Analyst, Optro
$90.4-135.6k
+ Bonus
Governance, risk, and compliance software
Job no longer available
Governance, risk, and compliance software
501-1000 employees
Job no longer available
$90.4-135.6k
+ Bonus
501-1000 employees
Company mission
To transform the way enterprises manage their audit, risk, and compliance programs.
Role
Who you are
- 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
- 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
What the job involves
- 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
- 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
Our take
Optro provides risk and compliance software for large businesses. The company's founders spent years working at the Big Four and other global enterprises, and realised that many audit activities were still taking place in Excel sheets, or using legacy software like IBM's OpenPages, which hadn't kept up to date with the latest reporting requirements.
The result was an end-to-end platform for managing risk, helping enterprises to streamline internal audit, SOX compliance, controls management, risk management, and security compliance. It's a top-rated cloud-based platform and has won numerous awards, with the company being consistently named the market leader in Audit Management.
The company's current client list of 2000+ includes Boeing, Activision, and Priceline, and nearly half of the Fortune 500. It continues to experience rapid customer growth, with revenues exceeding $100 million and a 60% annual growth rate. The company has been ranked as one of the fastest-growing tech companies in North America for the last three years in a row, and was acquired by private equity firm Hg in 2024 for a reported $3 billion.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
36% employee growth in 12 months
Company
Funding (2 rounds)
Aug 2018
$40m
SERIES B
Apr 2017
$3.6m
SERIES A
Total funding: $43.6m
Company benefits
- Vision and dental insurance
- 8-16 weeks paid parental leave
- Company equity
- Work from home opportunities
- Health insurance
Company HQ
Cerritos, CA
Leadership
Daniel Kim
(Co-Founder & Senior Advisor)Co-founded AuditBoard in 2014, and served as co-CEO until July 2020. Former Global Director of Internal Audit at Quiksilver and Executive Director, Corporate Audit and Compliance at International Rectifier.
Jay Lee
(Co-Founder, Co-Chair of the Board & Senior Advisor)Co-founded AuditBoard in 2014, and served as co-CEO until July 2020. Former VP of CounterPoint, and was SVP & CFO at Tomich Brothers Seafood.
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