Senior Financial Planning Analyst
Full Time $2,500 - $3,300 / monthJob Overview
We are seeking a hands-on Senior Financial Analyst to support core FP&A and reporting. This role is focused on monthly actuals reporting, weekly sales metrics, ARR performance analysis, sales commission tracking, and forecasting/budgeting.
The ideal candidate is someone who enjoys owning their work end-to-end, can solve problems independently, and has a startup mentality—comfortable figuring things out and building new processes
Key Responsibilities
Monthly Actuals & Reporting
· Own monthly close actuals reporting, including management P&L, balance sheet, cash flow, revenue detail, and variance analysis vs. budget and forecast
· Produce reliable, repeatable monthly reporting outputs used by leadership
Weekly Sales & Revenue Metrics
· Prepare weekly sales, bookings, and ARR movement reports using Salesforce data
· Monitor performance vs. targets and flag notable trends or anomalies
· Maintain consistency and accuracy of sales and revenue metrics
SaaS & Professional Services Analysis
· Analyze core SaaS metrics including ARR, churn, retention, expansion, and bookings
· Support financial reporting for professional services business, including:
o Services backlog tracking
o Business unit profitability and margin analysis
Commissions, SPIFFs & Process Build-Out
· Manage sales commission tracking, payout calculations, and reporting
· Take ownership of new or evolving commission initiatives, including leveraging new Salesforce tools and models
· Improve documentation, controls, and repeatability of commission processes
Forecasting, Budgeting & Planning
· Support monthly and quarterly forecasts and annual budgeting, including revenue, headcount, and operating expense planning
· Maintain and improve forecast models, assumptions, and driver-based planning logic
· Analyze forecast vs. actuals and incorporate learnings into future planning cycles
Preferred
· Experience with Netsuite Planning + Budgeting, Salesforce, SPIFF tools, or commission management platforms
· Exposure to professional services metrics (backlog, utilization, margins)
· Background in smaller, fast-moving, or resource-lean finance teams
Skills Knowledge and Expertise
Education
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- MBA, CPA, or CFA is a plus but not required
Experience
- 4–7+ years of progressive experience in FP&A, revenue finance, or corporate finance
- Proficient/Advanced level of English.
- Prior experience in a SaaS or subscription-based business strongly preferred
- Hands-on ownership of monthly close, actuals reporting, and variance analysis
- Experience supporting leadership with management-level financial reporting