Note: The job is a remote job and is open to candidates in USA. LanguageLine Solutions is a leading provider of telephone-based interpretation solutions, and they are seeking a Senior Financial Analyst for their FP&A team. This role involves budgeting, forecasting, financial analysis, and the administration of FP&A systems, leveraging modern AI tools to enhance productivity and analytical quality.
Responsibilities
- Budgeting and forecasting: Support and help lead annual budget, quarterly forecast, long-range planning, scenario planning, and target-setting processes; ensure assumptions, projections, and source data are accurate, complete, and well documented
- Financial modeling and analysis: Build and maintain financial models, variance analyses, trend reporting, and performance dashboards that help senior leaders understand business drivers and make informed decisions
- FP&A systems administration: Act as a key administrator and power user for Prophix or a comparable corporate performance management platform, including model maintenance, user/security administration, data loads, testing, upgrades, documentation, and troubleshooting
- Data integration and validation: Work with Finance, IT, Sales, Payroll, and other teams to move, reconcile, and validate data from Microsoft D365 Finance & Operations, Salesforce CRM, data warehouse sources, and related reporting tools into the FP&A environment
- Reporting and business intelligence: Develop recurring and ad hoc reports using Excel, Prophix, Power BI, Management Reporter, SQL or SQL-like queries, and other available tools; present insights in a clear, business-oriented format
- Executive presentations and financial storytelling: Build highly polished PowerPoint decks for senior leadership, operating reviews, budget and forecast packages, board-style materials, and strategic decision support
- AI-enabled productivity and process improvement: Use approved AI tools, including ChatGPT or similar platforms, to support analysis, reporting commentary, documentation, troubleshooting, presentation drafting, formula/query assistance, automation ideas, and process improvement while applying strong judgment and validation
- Cross-functional partnership: Partner with senior leaders, department managers, IT, Sales Operations, Accounting, external vendors, and other stakeholders to understand business needs, resolve issues, and deliver reliable reporting and planning support
- Maintain, enhance, and administer FP&A planning models, reporting structures, workflow processes, user access, and system documentation within Prophix or a similar CPM / FP&A platform
- Prepare and analyze budgets, forecasts, actual results, KPIs, revenue trends, cost drivers, headcount, margins, and other business performance metrics
- Develop executive-ready PowerPoint presentations, management review decks, budget and forecast packages, financial storyboards, and board-style materials that turn complex analysis into concise, visually clear business narratives
- Extract, transform, reconcile, and validate financial and operational data from D365 F&O, Salesforce CRM, data warehouse tables, and other enterprise sources
- Use SQL, SQL-like query tools, Power BI, Management Reporter, Excel, and related tools to obtain data, investigate discrepancies, and build reliable reporting datasets. This role does not require a software engineer, but it does require practical comfort with database concepts and data retrieval
- Use ChatGPT or similar approved AI tools to accelerate routine FP&A work such as drafting variance explanations, summarizing findings, developing formulas, refining queries, creating documentation, preparing training materials, outlining presentations, and identifying opportunities for automation
- Apply responsible AI practices, including protecting confidential data, validating AI-assisted outputs, documenting assumptions, and using human judgment before relying on AI-generated analysis, code, commentary, or recommendations
- Support monthly close analysis, management reporting, audit requests, and special projects as needed
- Research and resolve data discrepancies, system errors, integration issues, and reporting problems using structured problem-solving and strong business judgment
- Create and maintain standard operating procedures, data definitions, control documentation, training materials, presentation templates, and AI-assisted workflow guidance for FP&A systems and reporting processes
- Communicate financial results, risks, opportunities, and recommendations to finance leadership and business stakeholders in a concise, actionable, and presentation-ready manner
Skills
- Master's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience
- Five or more years of progressive experience in FP&A, financial analysis, corporate finance, finance systems, business intelligence, or a closely related role
- Strong budgeting, forecasting, financial reporting, variance analysis, and financial modeling skills
- Advanced Excel skills, including complex formulas, data manipulation, model design, and mastery of large workbooks
- Expert / guru-level Microsoft PowerPoint skills, including executive-grade deck design, storyboarding, chart and table formatting, clean visual hierarchy, concise financial storytelling, and the ability to convert complex analysis into polished presentations for senior leadership
- Practical experience using modern AI tools, especially ChatGPT or similar generative AI platforms, to improve productivity, analysis, reporting, documentation, communication, and problem solving in a professional setting
- Ability to use AI responsibly with confidential business and financial information, including appropriate data protection, review, validation, and escalation when outputs are uncertain or material
- Hands-on experience with an FP&A / CPM platform such as Prophix, Jedox, Board, Adaptive Planning, Hyperion, Anaplan, OneStream, or similar; Prophix experience is strongly preferred. Significant knowledge of ERP/financial systems, preferably Microsoft Dynamics 365 Finance & Operations, and the ability to understand financial data flows, chart of accounts, dimensions, hierarchies, and reporting structures
- Practical familiarity with database structures and data-query tools, including the ability to read or write basic SQL or work with SQL-like query/reporting environments to obtain, validate, and reconcile data
- Experience working with CRM, data warehouse, or BI/reporting data, preferably including Salesforce and Power BI or similar tools
- Excellent analytical, organizational, documentation, communication, presentation, and stakeholder-management skills
- Ability to manage multiple priorities, work independently, and deliver accurate work in a deadline-driven environment
- Experience in a B2B services, healthcare, contact center, subscription, usage-based business model
- Experience administering cloud-based planning systems, including data integrations, workflow, security, user training, application maintenance, upgrades, and testing
- Experience with Salesforce data, financial data warehouses, Power BI semantic models, Microsoft Management Reporter, or comparable reporting tools
- Experience preparing executive business reviews, board-facing materials, lender/investor presentations, or other senior-leadership financial presentation packages
- Experience using AI coding or agentic development tools, with Codex or similar tools considered a significant plus, to assist with SQL, reporting logic, Excel/Power Query/Power BI calculations, documentation, testing scripts, automation prototypes, or collaboration with IT/data teams. Experience using AI-assisted workflows to improve finance operations, reporting packages, planning processes, reconciliation routines, or knowledge management
- Master's degree in Finance, Accounting, Analytics, Information Systems, or a related field. CPA, CMA, CFA, FPAC, or similar professional certification highly valued
Benefits
- Bonus potential
- A comprehensive benefits package including medical, dental, vision, and a 401(k) plan
Company Overview
LanguageLine Solutions is the global langauage solutions provider of on-demand, spoken interpretation and translation services. It was founded in 1982, and is headquartered in Monterey, California, USA, with a workforce of 10001+ employees. Its website is https://www.languageline.com/.