Senior Associate, FP&A
Vista Equity Partners
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Austin, TX
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0
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Not Applicable
Posted April 17, 2026
2 variants
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Responsibilities
Commitments
Responsibilities
- Financial Analysis & Reporting Support
- Support firm-wide annual budgeting, rolling forecasts, and scenario analysis using scalable, driver-based models.
- Help in building and maintain dynamic Excel models supporting P&L forecasting, Capital management, headcount planning, G&A spend, and allocation methodologies.
- Partner closely with Accounting team to ensure alignment between forecast, actuals, accruals, and financial reporting.
- Prepare executive-ready reporting packages and dashboards across Excel, Sigma, and Power BI
- Partner closely with business leaders across the firm to support expense and headcount planning
- Improve documentation, model governance, version control, and overall FP&A process discipline
- Develop tactical prototypes using Excel financial modeling to test and validate new finance technology ideas before full implementation
- Support ad hoc financial analyses and special projects for senior leadership
- Process Evaluation & Automation
- Identify opportunities to streamline budgeting, reporting, and ME close processes.
- Partner with FP&A, Accounting, and Finance Technology teams to enhance planning and reporting infrastructure
- Leverage advanced Excel capabilities and AI tools to automate recurring workflows
- Support development of lightweight internal tools and automation solutions that improve data accuracy and reporting speed
- Evaluate emerging AI-enabled solutions and recommend practical applications within finance workflows
Commitments
This role will be based in our San Francisco or Austin office in a hybrid capacity.
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Requirements
- 4–6 years of combined experience across FP&A, Accounting, strategic finance, finance technology, or related roles
- Strong understanding of financial statements (P&L, balance sheet, cash flow) and core FP&A processes (budgeting, forecasting, variance analysis)
- Advanced Excel modeling skills, including experience building structured, driver-based financial models.
- Strong communication skills—able to translate between technical and finance audiences and train end users on new solutions
- High attention to detail, strong analytical judgment, and ownership mindset
Preferred Skills
- Advanced Excel modeling skills, including experience building structured, driver-based financial models.
- Experience with Power Platform including Power BI, Power Automate, Power Apps is a plus
- Familiarity with VBA, Power Automate, SQL, Python, or other automation tools is a plus
Education
- (Not required) – Bachelor’s degree in finance, Accounting, or related field (Computer Science or Data-related background is a plus)
Position Summary
We are seeking a Senior Associate to join the Finance Team at Vista Equity Partners. This role will partner closely with FP&A and Accounting leadership to modernize finance processes.
The ideal candidate combines a strong understanding of financial statements and FP&A processes with experience leveraging data tools such as VBA/SQL and workflow automation solutions. This individual is intellectually curious and motivated to build scalable solutions, including AI-enabled tools—that enhance speed, accuracy, and decision-making across the finance organization.
This role will be based in our San Francisco or Austin office in a hybrid capacity.
Responsibilities
Financial Analysis & Reporting Support
Support firm-wide annual budgeting, rolling forecasts, and scenario analysis using scalable, driver-based models.
Help in building and maintain dynamic Excel models supporting P&L forecasting, Capital management, headcount planning, G&A spend, and allocation methodologies.
Partner closely with Accounting team to ensure alignment between forecast, actuals, accruals, and financial reporting.
Prepare executive-ready reporting packages and dashboards across Excel, Sigma, and Power BI
Partner closely with business leaders across the firm to support expense and headcount planning
Improve documentation, model governance, version control, and overall FP&A process discipline
Develop tactical prototypes using Excel financial modeling to test and validate new finance technology ideas before full implementation
Support ad hoc financial analyses and special projects for senior leadership
Process Evaluation & Automation
Identify opportunities to streamline budgeting, reporting, and ME close processes.
Partner with FP&A, Accounting, and Finance Technology teams to enhance planning and reporting infrastructure
Leverage advanced Excel capabilities and AI tools to automate recurring workflows
Support development of lightweight internal tools and automation solutions that improve data accuracy and reporting speed
Evaluate emerging AI-enabled solutions and recommend practical applications within finance workflows
Qualifications
Bachelor’s degree in finance, Accounting, or related field (Computer Science or Data-related background is a plus)
4–6 years of combined experience across FP&A, Accounting, strategic finance, finance technology, or related roles
Strong understanding of financial statements (P&L, balance sheet, cash flow) and core FP&A processes (budgeting, forecasting, variance analysis)
Advanced Excel modeling skills, including experience building structured, driver-based financial models.
Experience with Power Platform including Power BI, Power Automate, Power Apps is a plus
Familiarity with VBA, Power Automate, SQL, Python, or other automation tools is a plus
Strong communication skills—able to translate between technical and finance audiences and train end users on new solutions
High attention to detail, strong analytical judgment, and ownership mindset
The annualized base pay range for this role is expected to be between $117,000 - $130,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista’s investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com . Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity .
We are seeking a Senior Associate to join the Finance Team at Vista Equity Partners. This role will partner closely with FP&A and Accounting leadership to modernize finance processes.
The ideal candidate combines a strong understanding of financial statements and FP&A processes with experience leveraging data tools such as VBA/SQL and workflow automation solutions. This individual is intellectually curious and motivated to build scalable solutions, including AI-enabled tools—that enhance speed, accuracy, and decision-making across the finance organization.
This role will be based in our San Francisco or Austin office in a hybrid capacity.
Responsibilities
Financial Analysis & Reporting Support
Support firm-wide annual budgeting, rolling forecasts, and scenario analysis using scalable, driver-based models.
Help in building and maintain dynamic Excel models supporting P&L forecasting, Capital management, headcount planning, G&A spend, and allocation methodologies.
Partner closely with Accounting team to ensure alignment between forecast, actuals, accruals, and financial reporting.
Prepare executive-ready reporting packages and dashboards across Excel, Sigma, and Power BI
Partner closely with business leaders across the firm to support expense and headcount planning
Improve documentation, model governance, version control, and overall FP&A process discipline
Develop tactical prototypes using Excel financial modeling to test and validate new finance technology ideas before full implementation
Support ad hoc financial analyses and special projects for senior leadership
Process Evaluation & Automation
Identify opportunities to streamline budgeting, reporting, and ME close processes.
Partner with FP&A, Accounting, and Finance Technology teams to enhance planning and reporting infrastructure
Leverage advanced Excel capabilities and AI tools to automate recurring workflows
Support development of lightweight internal tools and automation solutions that improve data accuracy and reporting speed
Evaluate emerging AI-enabled solutions and recommend practical applications within finance workflows
Qualifications
Bachelor’s degree in finance, Accounting, or related field (Computer Science or Data-related background is a plus)
4–6 years of combined experience across FP&A, Accounting, strategic finance, finance technology, or related roles
Strong understanding of financial statements (P&L, balance sheet, cash flow) and core FP&A processes (budgeting, forecasting, variance analysis)
Advanced Excel modeling skills, including experience building structured, driver-based financial models.
Experience with Power Platform including Power BI, Power Automate, Power Apps is a plus
Familiarity with VBA, Power Automate, SQL, Python, or other automation tools is a plus
Strong communication skills—able to translate between technical and finance audiences and train end users on new solutions
High attention to detail, strong analytical judgment, and ownership mindset
The annualized base pay range for this role is expected to be between $117,000 - $130,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista’s investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com . Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity .