Senior FP&A Analyst

What Will You Be Involved With?

•  Support the development of the Annual Operating Plan (AOP) and rolling forecasts; and prepare variance analytics against forecasts.
•  Facilitate financial reviews with business partners to understand their budgets, provide budget-to-actual feedback, ensure effective cost management, and maintain financial discipline.
• Manage the Headcount Request and PO Approval processes.
• Prepare, deliver, and continuously improve monthly/quarterly business reporting
• packages to executive management, the board of directors, and other stakeholders in a timely manner
• Maintain and enhance the fully integrated 3-statement financial forecast model
• Actively work with accounting to support month-end close/reporting, ensuring expenses are coded to the correct GL accounts, and other related activities
• Support sales/revenue forecasting, metrics, reporting, and analysis
• Perform ad hoc analyses to support initiatives such as pricing, margins, cost-benefit analyses, new business lines, or other complex business modeling
• Develop an in-depth understanding of key business drivers to incorporate into the monthly commentaries
• Perform data-driven analyses to monitor business operations; provide management with clear and actionable insights into drivers of business growth, risks, and opportunities
• Proactively engage with cross-functional teams to develop continuous process improvements to planning, analysis, and reporting; work with data source providers and technology teams to
  ensure key data is timely and accurate

• Develop a strong understanding of the key spend categories within the different departments across the organization and their budget vs actuals variances
• Effectively manage ongoing processes such as department BvA packs, headcount requests and PO approvals
• Develop a solid understanding of our sales processes, sales metrics/KPI’s, forecasting, and reporting
• Learn to navigate around our primary reporting systems (Salesforce, NetSuite, Domo)
• Identify initial areas for improvement within our opex forecasting and automation capabilities
• Provide proactive analytical support and establish strong working relationships with stakeholders

What Will You Bring to the Table?

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 4-6 years of experience in FP&A, investment banking, corporate finance, or a similar analytical/reporting role, with a strong bias toward prior Private Equity experience.
• Ability to take ownership of processes, including introducing automation and other workflow improvements.
• Solid understanding of SaaS/Software metrics and benchmarks, including but not limited to,
• Bookings, ARR, LTV, CAC, churn/retention (NDR/GDR), etc
• Expert Excel user with proficiency in advanced data/financial operations.
• Experience with NetSuite and forecasting/budgeting tools such as Planful or Adaptive
• Experience with CRM & analytical tools such as Salesforce, Tableau, Power BI, or other cloud-based platforms is a plus.
• Strong financial and business acumen, ability to see and communicate the “what” and “why” behind the numbers, and the ability to connect the dots between operational metrics and financial results
• Demonstrated experience in leading budgeting, forecasting, and variance analysis processes
• Proficiency in building and maintaining complex financial models, including fully integrated three financial statement forecasts, and scenario analysis
• Hands-on experience in developing gross margin forecasts and operating budgets at the department level, and creating a management report
• General knowledge of GAAP and an understanding of the difference between accrual and cash accounting
• Exceptional attention to detail, problem-solving, and critical thinking skills
• Excellent written and verbal communication skills and ability to establish strong relationships and collaborate with stakeholders across the organization