Senior Analyst, FP&A

We are looking to bring on a Sr. Analyst, FP&A for this role. This individual will be responsible for partnering cross-functionally within a fast-moving technology company and its senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization.

Duties and Responsibilities:

Support the annual budget, quarterly forecast and long-term strategic planning processes for our Sales and Marketing business unit

Own end-to-end tracking of Sales and Marketing software spend by partnering with IT, Procurement and business teams

Lead monthly accrual process for Sales and Marketing and other operating expenses by partnering with Accounting to ensure accurate and timely expense recognition in accordance with GAAP

Design and refine detailed financial models that forecast and analyze functional costs in order to fully understand sources of variance and, ultimately, improve forecast accuracy

Conduct in-quarter puts & takes review sessions – ensure that the organization can flex and react to short-term budget surpluses/deficits, including developing and maintaining KPIs for all aspects of the Sales and Marketing organization

Prepare monthly and quarterly management reporting - analyze financial results, distill/synthesize key trends, assess current and future business risk, and communicate key messages to senior management

Build and maintain relationships with cross-functional teams to synthesize and integrate updates relating to variances in actual procurement activity relative to budget forecasts

Support executive management by providing timely ad hoc reporting on critical issues

Become embedded with business partners across the company, establishing trust, building relationships and gaining a deep understanding of relevant drivers

Qualifications:

3+ years of relevant finance experience preferred; SaaS experience strongly preferred

Curious mindset - Passion to understand data models and how data flows as this is critical in identifying process improvements and creating scale within FP&A

Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders, especially managing upwards; actively identify blind spots and opportunities to Finance Sr. Manager/ DirectorAdaptive insights

Identify self-training needs

Experience with headcount reconciliation – Personnel, To-Be-Hired and Term Headcount

Knowledge of Sales/Marketing and applicable key metrics – eg, ARR, MRR, pipeline, conversion/win rates, CAC, LTV

Strong financial and operational planning skills

Excellent communication skills (written and verbal) with experience developing and delivering presentations

Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights