Apercen Partners LLC

FP&A Senior Analyst

Job Locations US-CA-Folsom
Posted Date 3 weeks ago(11/10/2021 4:41 PM)
Job ID


The FP&A Senior Analyst is responsible for providing the CFO, CEO, and Partners reliable financial information and business analytics to ensure sound decision-making occurs within the business. This role will be responsible for forecasting, budgeting, business planning activities, and reporting.


  • Works with CFO to provide the client level analytics to the annual financial and business planning process
  • Works with Business Operations to provide the staff level analytics to the staff allocation process
  • Creates and standardizes revenue and billing reporting, including long and short-term forecasts and budgets
  • Provides monthly and quarterly financial and performance metrics/analytics reporting to CFO and management team (Partners)
  • Generate or develop custom reports as requested by management team
  • Manage all aspects of firm reporting, analysis, budgeting, and forecasting


  • Bachelor’s degree in Business, Accounting, or Finance
  • Minimum five years of related experience
  • Proficient with Microsoft Office, particularly Excel
  • Strong project management and client service skills
  • Expert level analytical and financial modeling skills
  • Highly motivated, self-starter with the ability to work independently
  • High attention to detail, problem solver & intellectually curious
  • Strong communication, interpersonal and management skills
  • Demonstrated responsivity to multiple demands; ability to juggle multiple priorities and assignments and organize efficiently in a quickly moving environment
  • Ability to work with and effectively communicate across all levels of the organization, demonstrating tactful interaction and in a cooperative fashion, displaying personal accountability and ownership while building strong professional partnerships with stakeholders
  • Exhibits a high degree of integrity, ethics and trustworthiness

 Desired Qualifications

  • Experience in professional services or CPA firm


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