Principal FP&A Analyst New Santa Ana
Convera Holdings, LLC., Santa Ana, CA, United States
As Principal, FP&A, reporting to the Head of FP&A, you will serve as the lead FP&A business partner to the Chief Commercial Officer (CCO), with responsibility for cost management, headcount planning, and financial consolidation across our Go-To-Market organization. This role owns end‑to‑end oversight of Opex and headcount for our Sales, Revenue Operations, Marketing and Hedging teams, partnering closely with leadership, HR, and other Finance teams to ensure disciplined planning, accurate reporting, and clear visibility into cost drivers and trade‑offs. The role also partners cross‑functionally and with finance peers to plan, develop, align on and measure business cases and strategic initiatives, ensuring investments are financially sound, aligned with enterprise priorities and executed with clear ownership and accountability.
What You’ll Do
Business Partnership & Cost Leadership
Act as the primary FP&A partner to the CCO and her leadership team
Provide clear financial guidance on headcount planning, investment decisions, and operating cost tradeoffs
Proactively identify cost risks, inefficiencies, and optimization opportunities across Commercial functions
Planning, Forecasting & Consolidation
Lead annual budget, forecast, and long‑range planning processes for Opex, headcount, and approved strategic initiatives
Own monthly close, variance analysis, and cost consolidation for CCO functions
Ensure alignment between forecasted headcount, actuals, and HR master data
Coordinate with cross‑functional finance peers to ensure financial plans reflect agreed initiatives, resourcing and timing
Strategic Initiatives & Business Case Support
Partner cross‑functionally with Commercial, Product, Operations, Tech and FP&A peers to develop, evaluate, and align on business cases for strategic initiatives, growth investments and operating model changes
Facilitate cross‑functional alignment on assumptions, ownership, timelines and success metrics before investment approval
Ensure approved business cases are embedded into budgets, forecasts and operating plans across functions
Track, measure and communicate performance versus approved business cases, highlighting variances, risks and required actions
Reporting & Executive Insights
Deliver concise, executive‑ready reporting with clear explanations of drivers, risks and corrective actions
Support Executive Committee and Board reporting related to cost performance and outlook
Ensure data integrity, consistency and transparency across reporting outputs
Finance Governance & Process Excellence
Partner with Accounting, HR and Finance Systems to ensure accurate cost allocation and reporting
Strengthen cost governance, controls and operating rhythms
Improve FP&A tools, models, and processes to support scalable growth
What Success Looks Like
Commercial cost performance is well understood, controlled and predictable
Leadership has confidence in headcount and Opex forecasts
Variances are explained clearly with forward‑looking implications
FP&A is viewed as a trusted financial partner, not a reporting function
What We’re Looking For
10+ years of experience in FP&A, cost management or corporate finance roles
Strong experience partnering with senior commercial leaders
Deep understanding of Opex, headcount modeling and consolidation
Excellent communication and stakeholder management skills
Why Convera
Senior level ownership of Commercial FP&A
Direct exposure to the CCO and executive leadership
Key role in strengthening cost discipline in a growth‑oriented fintech
Competitive compensation and comprehensive benefits
About Convera
Convera is the largest non‑bank B2B cross‑border payments company in the world. Formerly Western Union Business Solutions, we leverage decades of industry expertise and technology‑led payment solutions to deliver smarter money movements to our customers – helping them capture more value with every transaction. Convera serves more than 30,000 customers ranging from small business owners to enterprise treasurers, educational institutions, financial institutions, law firms, and NGOs.
Our teams care deeply about the value we bring to our customers, making Convera a rewarding workplace. This is an exciting time for our organization as we build our team with growth‑minded, results‑oriented people who are looking to move fast in an innovative environment.
As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.
Benefits & Perks
Market competitive salary
Great career growth and development opportunities in a global organization
Hybrid schedule with 2 in the office per week
Generous insurance (health, disability, life)
Paid holidays, time‑off and leave policies for life events (maternity, paternity, adoption)
Paid volunteering opportunities (5 days per year)
Morning shift starting as early as 7:00 a.m.; flexibility required.
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What You’ll Do
Business Partnership & Cost Leadership
Act as the primary FP&A partner to the CCO and her leadership team
Provide clear financial guidance on headcount planning, investment decisions, and operating cost tradeoffs
Proactively identify cost risks, inefficiencies, and optimization opportunities across Commercial functions
Planning, Forecasting & Consolidation
Lead annual budget, forecast, and long‑range planning processes for Opex, headcount, and approved strategic initiatives
Own monthly close, variance analysis, and cost consolidation for CCO functions
Ensure alignment between forecasted headcount, actuals, and HR master data
Coordinate with cross‑functional finance peers to ensure financial plans reflect agreed initiatives, resourcing and timing
Strategic Initiatives & Business Case Support
Partner cross‑functionally with Commercial, Product, Operations, Tech and FP&A peers to develop, evaluate, and align on business cases for strategic initiatives, growth investments and operating model changes
Facilitate cross‑functional alignment on assumptions, ownership, timelines and success metrics before investment approval
Ensure approved business cases are embedded into budgets, forecasts and operating plans across functions
Track, measure and communicate performance versus approved business cases, highlighting variances, risks and required actions
Reporting & Executive Insights
Deliver concise, executive‑ready reporting with clear explanations of drivers, risks and corrective actions
Support Executive Committee and Board reporting related to cost performance and outlook
Ensure data integrity, consistency and transparency across reporting outputs
Finance Governance & Process Excellence
Partner with Accounting, HR and Finance Systems to ensure accurate cost allocation and reporting
Strengthen cost governance, controls and operating rhythms
Improve FP&A tools, models, and processes to support scalable growth
What Success Looks Like
Commercial cost performance is well understood, controlled and predictable
Leadership has confidence in headcount and Opex forecasts
Variances are explained clearly with forward‑looking implications
FP&A is viewed as a trusted financial partner, not a reporting function
What We’re Looking For
10+ years of experience in FP&A, cost management or corporate finance roles
Strong experience partnering with senior commercial leaders
Deep understanding of Opex, headcount modeling and consolidation
Excellent communication and stakeholder management skills
Why Convera
Senior level ownership of Commercial FP&A
Direct exposure to the CCO and executive leadership
Key role in strengthening cost discipline in a growth‑oriented fintech
Competitive compensation and comprehensive benefits
About Convera
Convera is the largest non‑bank B2B cross‑border payments company in the world. Formerly Western Union Business Solutions, we leverage decades of industry expertise and technology‑led payment solutions to deliver smarter money movements to our customers – helping them capture more value with every transaction. Convera serves more than 30,000 customers ranging from small business owners to enterprise treasurers, educational institutions, financial institutions, law firms, and NGOs.
Our teams care deeply about the value we bring to our customers, making Convera a rewarding workplace. This is an exciting time for our organization as we build our team with growth‑minded, results‑oriented people who are looking to move fast in an innovative environment.
As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.
Benefits & Perks
Market competitive salary
Great career growth and development opportunities in a global organization
Hybrid schedule with 2 in the office per week
Generous insurance (health, disability, life)
Paid holidays, time‑off and leave policies for life events (maternity, paternity, adoption)
Paid volunteering opportunities (5 days per year)
Morning shift starting as early as 7:00 a.m.; flexibility required.
#J-18808-Ljbffr