Senior Financial Planning & Analysis (FP&A) Analyst

Position Summary
Seeking a Senior Financial Planning & Analysis (FP&A) Analyst to support financial forecasting, budgeting, cash flow visibility, and business performance reporting. This role serves as a key partner within the Finance organization, providing forward-looking analysis and decision support to leadership.

The ideal candidate will possess strong financial modeling and analytical skills, a disciplined approach to reporting, and the ability to translate operational performance into actionable financial insights.

This is a true FP&A role focused on planning, forecasting, performance analysis, and executive-level financial support—not accounting close activities.

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Key Responsibilities

• Develop and maintain financial forecasts, budgets, and scenario planning models.
• Support annual budgeting, monthly forecasting, and rolling forecast processes.
• Perform variance analysis against budget, forecast, and prior-period results.
• Manage cash flow forecasting and working capital analysis.
• Analyze revenue, margins, operating expenses, and cash performance trends.
• Create financial reporting packages, KPI dashboards, and executive presentations.
• Partner with Accounting to understand actual results and improve forecast accuracy.
• Collaborate with business leaders to validate assumptions, explain performance, and identify risks and opportunities.
• Analyze SaaS, subscription, customer account, and recurring revenue trends.
• Build ad hoc financial models to support strategic business decisions.
• Continuously improve FP&A processes, reporting tools, and planning methodologies.

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Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 3–7 years of FP&A, corporate finance, financial analysis, or related experience.
• Strong financial modeling, forecasting, budgeting, and variance analysis skills.
• Advanced proficiency in Microsoft Excel.
• Ability to analyze complex financial data and communicate insights effectively.
• Strong attention to detail, accuracy, and deadlines.
• Proven ability to collaborate across Finance, Accounting, Operations, Revenue, and Executive Leadership teams.

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Preferred Qualifications

• Experience in a high-growth or private equity-backed environment.
• Experience with SaaS, subscription-based, or recurring revenue business models.
• Experience with cash flow forecasting and working capital management.
• Experience with ERP systems, business intelligence tools, dashboards, and reporting platforms.
• Experience preparing executive-level financial reporting and board-ready materials.

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Core Competencies

• Financial Modeling & Analysis
• Forecasting & Budgeting
• Cash Flow Management
• Business Partnership
• KPI & Performance Reporting
• Executive Communication
• Strategic Problem Solving
• Ownership & Accountability
• Data Accuracy & Integrity

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