Senior FP&A Analyst

As the Senior FP&A Analyst, you’ll play a critical role in driving strategic financial planning, budgeting, forecasting, and performance analysis. You’ll partner cross-functionally to provide insights that directly impact decision-making, investments, and the overall financial health of the company.

Responsibilities:

• Prepare reporting packages for internal management and external investors; including in-depth analysis of Budget vs Actual, trending analysis, forward-looking implications, and develop the overarching narrative of the business
• Possess deep understanding of the client base and revenue of the business
• Develop automation and own the data integrity and reporting of bookings, book of business, net retention, and revenue; both historical variance and forward-looking forecasts
• Coordinate with Accounting, RevOps, and Customer Success to properly align new bookings and net retention reporting. Possess intimate knowledge of Salesforce.com and Netsuite data
• Present and run internal monthly financial review meetings with senior management and external investors
• Participate in the monthly close process; namely, month-over-month revenue review, departmental mapping, GL coding, and rollforward of the forecast
• Perform ad-hoc research and analyses to support Sales, Customer Success, Product & Development, and the C-Suite
• Own the accuracy of commissions and quarterly bonus calculations
• Conduct interviews and research to aid in the development of the annual budgets and rolling forecasts
• Continually strive to improve and streamline processes and system configuration
• Aid in the integration of acquisition financials and develop proforma reporting capabilities
• Relationships: The Senior FP&A Analyst will develop collaborative relationships with leaders across the business in order to predict changes and opportunities in departmental budgets. Success in this role will be visible across the company to both internal Senior management team and external stakeholders including PE investors.

Qualifications:

• 5-7 years of experience in Financial Planning and Accounting
• Expert Excel skills and ability to build and audit deep, complex, interdependent financial models. Power BI experience a plus
• Ability to construct structured datasets
• Experience forecasting growth and budgets for a high-growth, technology-enabled service company preferred
• Proven success reporting against strategic plans and offering creative solutions in the event of corrective actions
• NetSuite and SFDC experience a plus
• Flexible and dynamic thinker that can develop and comprehend complex ideas and make connections across many analyses
• Work autonomously without much oversight
• Bachelor’s degree in Finance or Accounting, MBA preferred

Success Criteria

• Deliver accurate, timely, and insightful financial analyses and reports that drive data-informed decision-making for the leadership team.
• Build strong cross-functional partnerships (Accounting, RevOps, Customer Success, Sales, Product, etc.) to ensure alignment of reporting and forecasts.
• Proactively identify trends, risks, and opportunities, and provide recommendations that improve forecasting accuracy and business performance.
• Demonstrate strong ownership, reliability, and autonomy in managing competing priorities.
• Maintain a high standard of accuracy and professionalism in all deliverables.

Physical Requirements:

• Working on a computer, typing, and viewing a screen - all of the time
• Stationary sitting or standing - all of the time
• Hearing and listening - most of the time
• Ability to travel to local, regional, or national events - infrequently