Senior Financial Analyst

About the role 

Roku is looking for an exceptional Senior Financial Analyst to join the Corporate FP&A team. Reporting to the Director of FP&A - Corporate Finance, this role will play a critical part in providing senior management with an assessment of historical and forward-looking financial performance, including analysis of business trends, risks and opportunities, and communication of business insights. You will also play a key role in the earnings process, providing support to the CFO, VP of Investor Relations, and the Finance leadership team. 

Critical to success is the ability to deliver with 100% accuracy under compressed timelines, balance competing priorities across earnings cycles and close periods, and proactively identify improvements that make financial reporting better, faster, and easier. The ideal candidate brings investment banking rigor, a builder's mentality, and the intellectual curiosity to grow with the role. This is a hybrid role with the requirement of 4 days a week in the office. 

For New York Only - The estimated annual salary for this position is between $135,000 and 144,000 annually. Compensation packages are based on factors unique to each candidate, including but not limited to skill set, certifications, and specific geographical location. This role is eligible for health insurance, equity awards, life insurance, disability benefits, parental leave, wellness benefits, and paid time off. 

 

What you'll be doing 

• Support Earnings and Investor Relations work streams and other Corporate FP&A recurring processes (e.g., Board of Directors meetings, Audit Committee deliverables) 
• Drive weekly/monthly/quarterly reporting and analysis for senior management, the Board of Directors, and the investment community 
• Develop executive-level dashboards that provide leadership with digestible and actionable insights on key operational and financial metrics 
• Provide analytical support and monitor key performance indicators, highlighting trends and analyzing causes of changes; conduct deep dives when observing abnormal trends 
• Support long-range financial modeling and strategic analysis deliverables that inform executive decision-making 
• Create in-depth business case analysis and intuitive reporting to drive intelligent decision-making 
• Identify and implement improvements to make financial and operational reporting better, faster, and easier 
• Perform ad hoc analyses and projects as needed 

 

We're excited if you have

• Bachelor's degree in a quantitative field (finance, economics, mathematics, accounting) 
• 2+ years of investment banking experience at a bulge bracket or elite boutique — must be modeling-seat experience (DCFs, LBOs, or merger models built from scratch) 
• 3+ years of total professional experience, including 2+ years of investment banking 
• Advanced Excel proficiency — dynamic arrays, complex INDEX/MATCH architectures, scenario toggles, audit-ready model builds.  
• Business acumen: understands how revenue assumptions cascade into margin, operating leverage, and valuation 
• Comfort with DCF, comparable company analysis, and sensitivity/scenario modeling 
• Superior attention to detail — this role feeds SEC filings and public earnings guidance where the standard is 100% accuracy 
• Ability to synthesize complex financial information and communicate it clearly to senior executives in written and verbal formats 
• Self-starter with ownership mentality — volunteers for scope, operates with urgency, steady under compressed timelines 

Strongly Preferred 

• Business partner experience (budget management, monthly/quarterly P&L ownership) 
• Experience building or contributing to long-range financial projections (5–10 year models) 
• Familiarity with enterprise planning platforms (Workday Adaptive, Anaplan, or similar) 
• FactSet experience (used for Consensus Summary and benchmarking) 
• Willingness to learn and adopt AI tools for productivity enhancement 

Who you are 

• You operate with investment banking intensity with collaborative, ego-free, and willing to lead or support as the situation demands attitude 
• You thrive in high-performance cultures, handle stress well, and find meaning in work that directly impacts public markets 
• You have the highest standards of accuracy and precision — cross-footing, data validation, and audit trails are second nature, not afterthoughts 
• You're curious, constantly learning, and unafraid of ambiguity. Rapid change excites you, and you craft a plan of action even when none is given 
• You build trust through consistency over time. You're not a flash-in-the-pan performer — you earn expanded responsibility through reliability 
• You're comfortable navigating multiple senior stakeholders (CFO, VP of IR, VP of FP&A) with different communication norms 
• You have people leadership potential — mentoring, training, co-leading meetings — even if you're not managing direct reports on day one 

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