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Senior Financial Data Analyst, Global FP&A
Senior Financial Data Analyst, Global FP&AMetagenics • Aliso Viejo, CA, United States
Senior Financial Data Analyst, Global FP&A

Senior Financial Data Analyst, Global FP&A

Metagenics • Aliso Viejo, CA, United States
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About Metagenics Metagenics believes in helping people live happier, healthier lives by realizing their genetic potential. It’s why, when we defined Metagenics’ Mission, Values, and Vision, we started with our company’s own DNA. United by purpose and core values (Integrity, Authenticity, Respect, Diversity & Inclusion and Healthy & Happiness) the Metagenics’ team is dedicated to providing effective nutritional products and solutions, for healthcare professionals. People Culture First We believe the way we do business is as important as the business we do; that a company in the nourishment business should nourish its people, too. So, we incorporated healthy, sustainable care into every dimension of our culture. Our diverse and expansive team are a prime example of the power of a people-first approach. We know first-hand, when an organization prioritizes internal growth and fosters empathy, its people come together to set an example of what the world can become.

The Role

The Senior Financial Data Analyst plays a critical role within the Global FP&A organization, ensuring the accuracy, consistency, and governance of financial data across multiple systems and regions.  This position is responsible for data integrity, system validation, master data controls, and continuous process improvement to support timely and reliable financial planning, reporting, and analytics.

As the data steward for FP&A, this individual will partner closely with regional finance teams, BI, IT, and Accounting to standardize and enforce global data definitions, streamline reporting processes, and maintain controls that underpin accurate decision-making across the enterprise.

Key Responsibilities

  • Define, document, and enforce global FP&A data standards (e.g., chart of accounts, cost centers, HC classifications, product codes, and channel definitions).
  • Ensure consistent application of financial business rules across all planning cycles (AOP, LE, LRP).
  • Maintain governance over new data elements (SKUs, channels, cost center structures).
  • Lead systematic data checks between core systems (ERP, HRIS, BI, GPD, PBI) and FP&A models.
  • Perform monthly reconciliations of key data sets such as headcount, trial balances, and revenue mapping.
  • Investigate and resolve data discrepancies proactively with regional and global teams.

Systems & Process Integrity

  • Own master data change controls and partner with IT / BI to maintain accurate system logic.
  • Monitor financial data flows to ensure accurate and timely updates into reporting models.
  • Drive automation initiatives to reduce manual inputs and strengthen controls.
  • Controls & Compliance

  • Establish, document, and maintain audit trails and SOPs for data adjustments and reconciliations.
  • Implement global control mechanisms to ensure completeness and accuracy of all FP&A submissions.
  • Support internal and external audit processes with validated financial data assurance.
  • Continuous Improvement & BI Partnership
  • Collaborate with BI to streamline data integrations, reporting structures, and dashboards.
  • Recommend and implement enhancements that increase efficiency and accuracy in reporting.
  • Benchmark best practices for financial data governance and apply continuous improvement mindset.
  • Cross-Functional Alignment

  • Partner with Commercial Finance, Sales Ops, and Marketing to align financial, pricing, and market data definitions.
  • Support global projects to harmonize and standardize financial reporting structures across all regions.
  • Basic Requirements

    Experience / Training / Education

  • Bachelor’s degree in Finance, Accounting, Data Analytics, or related field (MBA or advanced degree preferred).
  • 3+ years of experience in FP&A, data governance, or financial systems management within a global or multinational organization.
  • Strong background in ERP and BI tools (e.g., Microsoft Dynamics D365, Power BI, or Tableau).
  • Knowledge of

  • Proficient with Microsoft Excel
  • Microsoft Dynamics D365 experience a plus
  • Experience in Microsoft Power BI, Tableau or other business intelligence software
  • Skills / Abilities

  • Strong understanding of financial data structures (COA, cost centers, hierarchies, P&L mappings).
  • Advanced Excel modeling skills; proficiency with large data sets and system integrations.
  • High attention to detail with ability to identify, analyze, and resolve data anomalies.
  • Excellent communication and documentation skills; able to translate technical findings for business audiences.
  • Experience managing change control, validations, and data integrity processes.
  • Ability to work independently and lead cross-functional discussions on data standards and quality
  • Compensation

    The current range for this role based out of Aliso Viejo, CA is $92,988 / yr. to $106,153 / yr.

    The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

    This role may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

    Health and Wellness :

  • Medical, dental, vision
  • Annual employer HSA (Health Savings Account) funding for eligible employees who elect an HSA medical plan
  • STD, LTD, Basic Life AD&D coverage
  • 401k + employer matching
  • Vacation and Sick Time
  • 2 Volunteer Days off per year
  • Emergency evacuation time off
  • 11 paid company holidays
  • 1 Floating holiday to celebrate your birthday or important religious / holiday to you
  • Quarterly product allowance to use towards your favorite Metagenics products!
  • Product discount
  • Peer to peer recognition programs & more!
  • A minimum of three workdays per week are to be conducted at the Aliso Viejo office (25 Enterprise, Aliso Viejo, CA 92656).

    Metagenics, and its companies are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment. Metagenics takes affirmative action in support of this policy to employ and advance in employment individuals who are minorities, women, disabled, and veterans.

    Click here for Metagenics’ California Data Privacy Act Disclosure

    #LI-POST

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    Senior Financial Analyst • Aliso Viejo, CA, United States

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