- Senior
We are seeking a highly skilled Senior Financial Planning & Analysis (FP&A) Analyst to join our dynamic finance team. This role is critical in driving data-informed strategic decisions through robust financial analysis, budgeting, forecasting, and modeling. The ideal candidate will bring strong technical financial skills, leverage AI and analytics tools, and demonstrate an understanding of SaaS, utilization-based revenue, and payments.
Key Responsibilities
Budgeting & Forecasting
- Lead the development of annual budgets and quarterly forecasting processes in close coordination with key stakeholders.
- Build and maintain advanced financial models to support strategic planning and scenario analysis.
- Analyze variances between actual and forecasted performance, delivering insights and recommendations for improvement.
Financial Reporting & Analysis
- Prepare timely and accurate financial reports (monthly, quarterly, annual), including income statements, balance sheets, and cash flow statements.
- Conduct in-depth analysis on business performance, identifying key trends, risks, and opportunities.
- Partner with cross-functional teams to develop and analyze key performance indicators (KPIs) that drive operational efficiency and growth.
Data Modeling & Decision Support
- Develop detailed financial models to evaluate ROI, investment opportunities, pricing strategies, and other key business initiatives.
- Provide financial support for new business initiatives and strategic projects.
- Leverage AI and advanced analytics tools to enhance forecasting accuracy and decision-making.
Skills, Knowledge and Expertise
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA a plus).
- 4+ years of experience in FP&A, corporate finance, or a similar analytical role; experience in a SaaS, utilization revenue or payments business model is a plus.
- Strong understanding of financial concepts including ROI, forecasting, variance analysis, and utilization modeling.
- Proficiency with NetSuite, Salesforce, and Excel for financial analysis and data management.
- Excellent communication skills and the ability to distill complex financial data into clear, actionable insights.
- Strong experience with FP&A platforms such as Planful, Adaptive Insights, or similar tools.
- Proficiency in data visualization tools such as Power BI and Tableau to deliver impactful dashboards and visual reporting.
- Familiarity with AI tools and techniques to optimize analytical capabilities and process automation.
Applicants must be located in the United States and be eligible to work without sponsorship.
