Senior Financial Analyst, FP&A
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior Financial Analyst supporting FP&A activities across budgeting and forecasting in a growing SaaS company. Collaborating with various teams to enhance financial processes and reporting.
Responsibilities:
- Financial Analysis & Modeling
- Build and maintain financial models for corporate cost centers and operating expenses.
- Support enhancements to forecast and planning models by updating assumptions, drivers, and actuals.
- Perform ROI and sensitivity analysis to support business cases and investment decisions.
- Forecasting & Budgeting Support
- Assist with monthly forecast updates and annual budgeting processes.
- Partner with functional leaders to validate assumptions and understand spend drivers.
- Monitor forecast vs. actual performance and help track accountability to approved budgets.
- Ensure all updates are well documented and easily tracked
- Budget vs. Actuals & Reporting
- Prepare monthly management reporting comparing actual results to forecast, plan, and prior year.
- Develop variance analysis with clear, concise commentary for leadership review.
- Track and analyze key financial and SaaS metrics to identify trends and emerging risks.
- Cross-Functional Collaboration
- Coordinate with HR, Sales, Marketing, and Operations to support headcount planning and departmental spend analysis.
- Review contracts and onboarding details to ensure new clients are accurately reflected in revenue reporting and models.
- Systems, Data & Process Improvement
- Support the use and ongoing improvement of FP&A tools (e.g., Drivetrain AI / Adaptive Planning), including data validation and reporting enhancements.
- Help automate recurring reports and standardize planning templates to improve efficiency and consistency.
- Ensure accuracy and integrity of data inputs used in forecasting and reporting.
- Ad Hoc & Strategic Support
- Conduct ad hoc analyses related to vendor spend, headcount, productivity, and operational efficiency.
- Assist with preparation of executive and board-level materials by pulling data, updating models, and refining visuals.
- Additional ad hoc tasks as assigned
Requirements:
- 3–5 years of experience in FP&A, Financial Analysis, or Corporate Finance
- Strong financial modeling and analytical skills with attention to detail.
- Solid understanding of financial statements and month-end close concepts.
- Experience with FP&A or planning tools (Drivetrain, Adaptive, Anaplan, Cube, etc.).
- Advanced Excel / Google Sheets proficiency.
- Experience with subscription billing and revenue platforms like Maxio/Chargify strongly preferred
- Ability to communicate insights clearly and work cross-functionally
Similar Jobs
Head of Project Finance
Head of Project Finance at Giga Energy overseeing capital strategies for infrastructure projects. Building teams and facilitating funding for power generation and data center assets.
Senior Corporate FP&A Manager
Sr. Corporate FP&A Manager at HighLevel overseeing financial modeling and reporting. Supporting corporate strategies and driving financial insights in a remote-first environment.
Responsable Média Économie/Finance, Présentateur
Join GreenTomatoMedia as the face of a leader in finance media on YouTube. Create an authentic media presence with expert insights on economics and finance.
Consultant – Design and Implementation of Catalytic Finance, Results-Based Financing
Consultant for design and implementation of financing mechanisms at Unitaid. Engaging stakeholders to advance health financing initiatives and contribute to innovative financial solutions.
Senior Analyst, Finance Systems
Senior Analyst managing financial systems and analytics at AI sales technology company. Translating complex data into insights and improving financial visibility across operations.
Senior Director of Finance
Director of Finance managing financial strategy and scalable systems for Hadley Designs. Empowering a purpose-driven team and guiding growth towards $100M and beyond.
Senior Financial Analyst
Senior Financial Analyst supporting growth for Valsoft’s software portfolio. Focused on financial analysis, forecasting, and strategic insights to guide decision-making.
Financial Analyst
Financial Analyst role at Ensemble focusing on forcasting, budgeting, and financial reporting. Collaborating with multiple teams for financial insight in a remote setting.
Vice President of Finance – Personal Caregiving
Vice President of Finance responsible for financial leadership in a healthcare services company. Managing budgeting, reporting, compliance, and operations for growth and sustainability.
Senior Director, Financial Aid
Senior Director of Financial Aid overseeing the Community Solution's financial aid operations and compliance across multiple institutions. Leading initiatives and advising executive leadership on strategic financial aid matters.
Senior Financial Analyst
Senior Financial Analyst providing financial data and reporting for Cleveland Clinic. Involved in budgeting, revenue cycle management, and analysis for strategic support.
Senior Accountant, Investment Operations
Senior Accountant managing investment operations at Backflip. Lead workflows in investment management and implement institutional-grade accounting processes.
Senior Financial Planning Specialist
Senior Financial Planning Specialist at Triad providing financial planning solutions to member firms. Focus on retirement planning and tax implications while collaborating on innovative industry initiatives.
Finance Manager
Finance Manager managing compliance audits and international accounting processes for leading global security company. Responsible for journal entry processing and supporting financial reporting requirements in a remote setting.
FinOps Specialist – Financial Governance
Finance Specialist in FinOps optimizing financial processes and managing contracts at iFood. Collaborating with various teams to improve budgeting and cost visibility.
Finance Manager
Finance Manager building structured financial insights and modernizing reporting systems for a service-based organization. Collaborating with executive leadership to drive data-driven decisions and sustainability.
Regional Director, High Ticket Financial Strategies
Seeking an elite Regional Director/Closer to drive high-ticket financial transactions. Mastery of tax strategies and negotiation required, with exceptional client interaction.
Senior Strategic Planning & Operations Manager
Senior Manager in Strategic Planning at Amgen supporting Early Development Oncology. Partnering with leadership to drive strategic and operational initiatives aligned with organizational goals.
VP of Finance
VP of Finance leading financial function in high-growth consumer business. Partnering with CEO to drive business strategy and execution.
Strategic Finance Manager
Strategic Finance Manager leading financial model development and KPI management for consulting and financial organizations. Requires deep technical expertise and substantial experience in budgeting and forecasting.