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About the Role

The FP & A team combines financial planning, business intelligence, and advanced analytics to provide actionable insights influencing strategic decision-making. The Senior FP& A Analyst serves as a strategic analytical partner, developing financial models, evaluating business opportunities, and identifying trends and risks to drive business performance.

Responsibilities

• Lead complex financial planning, forecasting, and performance analysis activities for revenue, operating expenses, and key business drivers.
• Develop, maintain, and continuously improve sophisticated financial, operational, and predictive models that support strategic planning, investment decisions, pricing analyses, and business forecasting.
• Perform advanced analysis of financial and operational data to identify trends, risks, opportunities, and drivers of business performance.
• Drive variance analysis and root-cause investigations, providing actionable recommendations to improve business outcomes and forecast accuracy.
• Partner with leaders across functions to evaluate initiatives, build business cases, assess financial impacts, and support strategic decision-making.
• Design and enhance reporting frameworks, dashboards, performance metrics, and business intelligence solutions that improve visibility into business performance.
• Advance the organization's forecasting capabilities by improving methodologies, assumptions, predictive modeling approaches, and data integration practices.
• Identify opportunities to improve reporting automation, analytical efficiency, data governance, and data quality through process enhancements and technology solutions.
• Lead complex cross-functional projects involving financial planning, business analytics, operational performance, and process optimization.
• Develop innovative analytical methodologies that improve the organization's understanding of historical performance and future business outcomes.
• Deliver executive-ready analyses, recommendations, and presentations that translate complex quantitative findings into actionable business insights.
• Serve as a subject matter expert in financial analytics, forecasting, and business intelligence while mentoring less experienced analysts and contributing to best practices across the function.
• Ensure the integrity, consistency, and governance of analytical models, reporting processes, forecasting methodologies, and underlying data structures.

Requirements

• Bachelor's Degree in Finance, Business, Economics, Mathematics, Statistics, Accounting, Data Analytics, or a related quantitative field.
• Typically requires a minimum of 5 years of related experience with a Bachelor's degree; or 3 years with a Master's degree; or equivalent experience.
• Advanced degree (MBA, Master's in Finance, Analytics, Economics, Statistics, Data Science, or related discipline) preferred.
• Demonstrated experience leading highly complex financial analyses, forecasting initiatives, business performance assessments, and strategic planning activities.
• Advanced expertise in financial modeling, scenario planning, predictive analytics, business case development, and data-driven decision support.
• Strong forecasting capabilities, including the ability to leverage financial and operational drivers to improve projection accuracy, identify risks, and inform strategic decisions.
• Advanced Microsoft Excel skills required, including complex modeling and data analysis techniques.
• Advanced experience with large datasets and analytical tools such as SQL, Power BI, Tableau.
• Proven ability to influence leaders and stakeholders through analytical insights, business acumen, and effective communication.
• Strong executive communication, data storytelling, and presentation skills with the ability to communicate technical concepts to non-technical audiences.
• Demonstrated ability to balance strategic thinking with operational execution in a fast-paced environment.
• Highly organized, detail-oriented, and capable of managing multiple complex priorities simultaneously.
• SquareTrade/Allstate Protection Plans generally does not sponsor individuals for employment-based visas for this position.
• The candidate(s) offered this position will be required to submit to a background investigation.

Skills

• Financial Planning
• Business Intelligence
• Advanced Analytics
• Financial Modeling
• Forecasting
• SQL
• Power BI
• Tableau
• Microsoft Excel

Location

• San Francisco
• London

Work Type

• Hybrid

Experience Level

• Senior
• 5 years of related experience with a Bachelor's degree
• 3 years with a Master's degree

Education Level

• Bachelor's Degree in Finance, Business, Economics, Mathematics, Statistics, Accounting, Data Analytics, or a related quantitative field
• Advanced degree (MBA, Master's in Finance, Analytics, Economics, Statistics, Data Science, or related discipline) preferred

Salary/Compensations

• $130K - $150K

Benefits

• Medical, dental and vision coverage with network optionality and the ability to contribute to a savings account (HSA or FSA)
• Up to 4% company match into 401(k) and contributions into your company-sponsored pension
• $75/month budget to help prioritize your physical wellbeing
• $80/month stipend to subsidize connectivity costs
• Mental health resources including free 1:1 therapy, coaching sessions and digital resources
• Supportive leave policies
• Flexible Time Off Policy in addition to 9 Company Holidays
• Tuition reimbursement up to $5,250 per year
• Various corporate perks and discounts

About the Company

• SquareTrade is the fastest growing company of its kind, revolutionizing a $30b industry with service innovation and attention to customer satisfaction.
• We partner with some of the largest, most sophisticated retailers and carriers in the world (The Home Depot, Walmart, Target, Amazon, Costco, and T-Mobile to name a few).
• Consistently win industry awards and have received tens of thousands of 5-star reviews.
• A member of the Allstate family, SquareTrade has headquarters in San Francisco and London.

Equal Opportunity

• Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
• For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
• For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
• To view the “EEO Know Your Rights” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs.
• To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
• SquareTrade is proud to be an Equal Employment Opportunity employer.
• We are committed to creating an inclusive work environment for all employees.
• We celebrate diversity and encourage applications from all qualified individuals regardless of race, religion, color, national origin, sex, gender identity, gender expression, sexual orientation, age, marital status, veteran status, or ability status.
• It is the Company’s policy to employ the best qualified individuals available for all jobs.
• Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited.
• This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.