Senior Financial Analyst - FP&A

Job Description

So, what will your new role look like? 

As a Senior Financial Analyst, FP&A, you will play a key role in budgeting, forecasting and analyzing key financial metrics that influence company performance. You’ll collaborate cross-functionally to provide actionable insights that help drive sustainable growth and operational efficiency.

Responsibilities:

• Build, maintain, and continuously improve key financial reports and SaaS metrics (e.g., ARR, churn, CAC, NRR), ensuring accuracy, consistency, and timely delivery to stakeholders.
• Support the development of the annual budget and rolling forecasts. Maintain and enhance the company’s financial model to inform strategic decisions and track performance against goals.
• Perform detailed monthly variance analysis against budget and forecasts. Collaborate with department leaders to understand key drivers and recommend actionable insights to improve financial outcomes.
• Serve as a key business partner working directly with stakeholders to provide financial analysis and support in regards to strategic planning, scenario modeling and development of business cases.
• Assist in the preparation of board meeting presentations materials by ensuring accurate financial data, drawing connections between metrics, and helping tell the overall story of business performance.
• Support strategic initiatives with financial analysis and modeling. Lead or contribute to special projects and provide ad-hoc financial insights to senior leadership as needed.

A typical week?   

A typical week in this role involves maintaining and updating key financial reports, analyzing monthly performance metrics, and collaborating with cross-functional teams to gather data and provide insights. You’ll spend time preparing variance analysis, supporting strategic initiatives with ad-hoc modeling, and working closely with the RevOps, Data and Accounting teams to ensure accurate financial reporting.

What does your future team look like?   

The FP&A team is evolving into a strategic powerhouse that drives decision-making across the organization. We're building a function that goes beyond reporting—leveraging automation, AI, and advanced analytics to deliver real-time insights, scenario modeling, and proactive guidance to our business partners. The future of this team is about embedding finance deeper into operations, becoming a key partner in shaping strategy, improving forecasting precision, and accelerating growth. Joining now means getting in on the ground floor of this evolution and helping shape what best-in-class SaaS FP&A looks like.

Qualifications

• 5+ years of experience in FP&A, ideally in a SaaS or tech environment;
• Advanced Excel and financial modeling skills; experience with financial planning tools (e.g., Adaptive, Anaplan, Planful) is a plus;
• Strong understanding of SaaS business models and key financial metrics;
• Excellent communication and presentation skills; ability to translate complex data into strategic insights;
• Professional accounting designation CPA, CFA, CBV or an MBA preferred;
• Highly analytical, detail-oriented, and able to manage multiple priorities in a fast-paced environment;

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