Senior Financial Analyst
advantiveTampa (FL)
Senior Financial Analyst
Posted yesterday
advantiveTampa (FL)
SENIORITY
Senior
About the role
Senior Financial Analyst At Advantive, we don't just make softwarewe build careers and power the manufacturing and distribution backbone of the global economy. We are growing fast, investing in AI, and building a culture where motivated, curious people rise quickly. The Senior Financial Analyst reports to the Corporate Finance Manager and serves as the company's expense subject-matter expert. In this role, you will own and maintain expense forecastsspanning workforce planning, vendor spend, and other non-operating expensesidentify and quantify savings opportunities, and deliver clear, actionable insights that improve outcomes and support growth. You will partner closely with the Corporate Finance Manager on G&A business partnership, support other business partners across the organization with their expense needs, and play a central role in the monthly close and in maintaining forecasts within our financial planning platform (Adaptive). You will also support internal and external corporate reporting. This role is designed to grow. You will begin by supporting the Corporate Finance Manager across these areas and progressively take full ownership of expense forecasting, workforce planning, and related reporting. It is a high-impact opportunity for an analytically strong, business-minded operator who brings rigor, curiosity, and a strategic lens to FP&A.
Key Responsibilities:
- Serve as the company-wide expense subject-matter expertthe go-to authority for business partners on expense methodology, budget challenge, and spend visibilityowning forecasts across workforce planning, vendor spend, and other non-operating expenses
- Proactively analyze expense data to identify and surface savings opportunities across the business, quantifying impact and partnering with stakeholders to drive realization
- Own the personnel model end-to-end, maintaining and continually improving the workforce planning forecast and ensuring headcount, compensation, and related inputs are accurate, current, and clearly visible
- Build and maintain vendor and other non-operating expense forecasts using detailed, bottoms-up methodology
- Own and maintain financial proformas, ensuring models reflect current assumptions
- Partner with the Corporate Finance Manager on G&A business partnership, and support other business partners with expense planning, analysis, and ad hoc requests
- Play a key role in the monthly close, including expense accruals, variance analysis, and clearly communicating drivers of performance versus budget and forecast
- Play an active role in the annual budgeting and reforecasting process, developing expense budgets and partnering with stakeholders to build and challenge their plans
- Maintain forecasts and model structure within Adaptive, ensuring data integrity across the planning platform
- Support the development and delivery of internal and external corporate reporting tailored to management and board-level needs
- Perform detailed variance analysis and translate results into clear, actionable narrativesexplaining performance drivers versus budget and forecastto support decision-making at all levels
- Build and maintain financial models that support strategic decision-making
- Extract actionable insights from imperfect or incomplete datasets using advanced Excel modeling techniques
- Gain exposure to three-statement modeling, cash and leverage forecasting, and proforma methodology, with the opportunity to contribute as the role expands
- Progress toward full ownership of expense forecasting, workforce planning, and related reporting over time
- Deliver high-quality outputs consistently in a fast-paced environment, managing time efficiently and maintaining productivity under pressure
Competencies:
- Disciplined execution: Detail-oriented and organized; prioritizes effectively, excels at time management, and anticipates well in decision making
- Attention to detail: Takes a meticulous approach to work, prioritizing accuracy and thoroughness to ensure high-quality outcomes
- Bottoms-up forecasting: Employs detailed bottoms-up forecasting to produce accurate business projections
- Expense ownership and business partnership: Serves as a trusted partner to budget owners, providing visibility, guidance, and challenge on spend
- Data analysis and reporting: Uses data analysis skills to support business decisions and reporting
- Large dataset manipulation: Manages and analyzes large datasets to derive actionable business insightsAI-forward mindset: Incorporates AI tools into daily workflows and continually seeks opportunities to leverage automation and AI to drive efficiency, accuracy, and scale
Qualifications:
- Bachelor's degree in Finance or Accounting required 3+ years of experience in an FP&A role
- Advanced Excel skills required
- PreferredPrior experience with expense ownership, workforce planning, and/or vendor forecasting
- Experience interacting with NetSuiteExperience with Adaptive Planning is not required, but a willingness to learn and operate within the platform is essential
- Comfort partnering with non-finance stakeholders and communicating financial concepts clearly
Location: Tampa, FLOffice Requirement: In office 2 days a week subject to change
The Advantive WayHow Advantive works, in brief: six values, five promises, and three AI habits, one way of working. The values are who we are; the promises are what we deliver. This is what we hire for, at every level, and it applies to this role in full.
Our Values:
who we are HumilityTeam-first; team success ahead of self-interest. - Integrity Candid; admit mistakes; do the right thing even when it costs. - Grit Fortitude and fierce resolve; long-term goals over short-term comfort. Results Orientation Measured by results, not effort; execution over busyness. - Winning Attitude Optimistic and determined; persevere through adversity. - Drive to Excellence Seek feedback; learn, grow, be the best version of ourselves. The Five Promises: what we deliver1.) Start where the work is. Go to the floor before the office; build from reality, not theory.2.) Make it run. Ship software that runs where the work happens, and own it in production.3.) Own the hard part. The customer's job is hard enough; we don't hand off the mess.4.) Show up as a team. Heroes burn out; teams compound. No vanishing reps.5.) Move their number. Outcomes, not activity. The number the customer is judged on, not ours. Why Advantive? Culture of Growth: We don't hire to fill seatswe hire to develop talent. You'll be supported like an athlete, coached like a leader, and challenged like a builder. Career Acceleration: Many of our best leaders started in frontline roles like this one. We believe in moving fast and promoting from within. Real Impact: You're not a cog in the machine here. Your work helps real businesses that keep supply chains, manufacturing lines, and entire industries running. Artificial intelligence (AI) technology may be used during the hiring process to record, transcribe, analyze, and rank interview responses. By submitting your application and participating in the interview process, you acknowledge and consent to the use of AI technology in the hiring process.
Interview Process:
We believe in identifying a strong fit between our company and our employees and supporting a culture of creative problem solving and innovation. To that extent, if selected for next steps, you will be invited to complete a series of assessments that focus on aptitude and personality prior to a recruiter interview. Everyone at the company from early career all the way to CEO has taken these assessments. The assessment email will be coming from a no-reply email address via our ATS (Hirebridge), so please be on the lookout! Advantive is an equal opportunity employer. We are committed to equal employment regardless of race, color, ethnicity, ancestry, religion, sex (including pregnancy, sexual orientation, or gender identity or expression), national origin, age, disability, veteran status, or other class protected by applicable law. All qualified applicants will receive consideration for employment without regard to these characteristics. We are committed to providing reasonable accommodations to individuals with disabilities and to ensuring a fair and inclusive hiring process. Warning! Advantive does not make job offers without conducting face-to-face (including virtual) interviews and will never ask you for money and/or personal information such as Social Security or bank information during the interview process. Job scams have been reported against many companies. For more information, please visit: FTC Job Scams.
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