Senior Analyst, Modeling & Reporting

Administration Requisition ID 5720 Foster City, California


This person will assist in the design, modeling & reporting as well as training others, including budget owners. He should be the PoC in working with third party implementation partner. In terms of ongoing responsibilities, he should also be involved in monthly FP&A close cadence process in providing insights into the business to different stakeholders, helping us to optimize the flux analysis process and streamlining budget, forecast, and planning process. 

Key responsibilities include:

  • Build and support complex planning and forecasting models using the Anaplan platform and build Anaplan Visualizations
  • Partner with business and business applications team to implement, optimize, and maintain business systems and augment it with a separate data warehouse as needed
  • Create, maintain, monitor, and analyze all master data in ERP & CRM and integrated solutions
  • Ensure and enhance data quality and train users to ensure continuity of results
  • Document processes and assist different functions with process optimization
  • Provide creative yet logical approaches to solving data and business and process problems
  • Perform various levels of data validation across multiple systems
  • Draft and maintain policies, procedures, and other documentation to ensure uniform, accurate, and consistent data are present
  • Provide testing support for upgrades and releases, including integration testing from various sources to target systems
  • Assist in setting up hierarchies and maintain consistency across different systems
  • Assist with data and analysis requests, providing detailed backups and explanations as needed
  • Set up and automate reporting and charting and analyze trends and patterns
  • Perform other ad hoc responsibilities as necessary

  You are:

  • A strong team player with a positive, service-oriented attitude who drives process improvements to increase effectiveness of the team and minimize room for errors
  • Hands-on, detail-oriented, and organized; prior experience having gathered, structured, monitored, and validated data to ensure data integrity and detailed documentation; has developed a habit of checking the accuracy of data and analysis several times over before submitting for review
  • A self-starter and high-achiever with a focus on doing a great job
  • A superior problem solver, possessing the initiative to look into the details and interpret the impact of key business drivers
  • Excellent multi-tasker who has strong time and project management skills and understands the importance of planning in advance to meet deadlines that include multiple review points and iterations
  • Strong communicator, both written & verbal; reliable and responsive to email and phone communications
  • Highest level of integrity and good judgment with the ability to effectively deal with highly sensitive, confidential information


  • Bachelor’s degree in Computer Science or Accounting/Finance/Business or related field
  • Minimum of 3 years of hands on experience optimizing business processes and analytics and building or maintaining master data management in an ERP or CRM system
  • Experience querying data from a native source (ERP, CRM or database). Understanding of backend data and database structures
  • Experience partnering with FP&A to deliver insightful information
  • Hands on experience with NetSuite, Salesforce, and Anaplan
  • High proficiency with Excel is a must, including ability to build automated Excel models from scratch (e.g., vlookup, sumif, iferror, etc.); VBA, SQL and ODBC knowledge preferred
  • Data organization and management skills. Technical expertise with data models, data import methodologies, database design development, and data mining; preferred experience with a BI tool


EEO Employer/Vet/Disabled