Senior Analyst, Financial Planning & Analysis

About Zone & Co.

Zone & Co is a leading SaaS company committed to freeing finance teams from the limitations of clunky, disparate systems and manual processes. Our rapidly growing portfolio of solutions is built on the oracle NetSuite platform (the leading cloud-based ERP software platform) and offers advanced automation and integration solutions to a wide spectrum of business-critical functions, including complex billing & revenue recognition, to off-the-shelf advanced reporting, Payroll, AP automation, payments, reconciliations, approvals and more.

Zone helps over 3,000 companies worldwide work smarter, faster and more securely, whilst maximizing platform value. We do this with a growing innovation-minded team of over two hundred folks, based across North America, Europe and Asia Pacific.
Our journey has only just begun and we are excited to welcome talented individuals looking to grow alongside us. If this sounds interesting to you, we’d love to hear from you!

Learn more at www.zoneandco.com or follow us on LinkedIn: linkedin.com/company/zoneandco.

About the Role...

The Senior FP&A Analyst plays a critical role in shaping the financial strategy of a rapidly scaling, technology-driven organization by providing insightful financial analysis, forecasting, and reporting. This role requires a blend of advanced technical expertise, business acumen, and a deep understanding of SaaS financial metrics to guide executive decision-making. The Senior Analyst will drive the planning and analysis process for multiple business units, ensuring alignment with corporate objectives and operational efficiency. This role will report directly to the Vice President of FP&A and serves as a key partner to senior leadership, providing financial insights that support growth strategies and operational performance.

What you'll do...

• Collaborate with business leaders to drive the financial and operational performance of key projects and initiatives
• Conduct scenario and sensitivity analyses to assess potential impacts of business decisions on financial performance
• Develop forecasts and tracking models for capital expenditures and working capital management
• Maintain a fully connected and integrated 3 statement model throughout the forecast process
• Monitor and report on cash flow and liquidity to ensure alignment with financial strategy
• Ensure alignment between financial reporting, GAAP, and key internal metrics across the organization
• Contribute to the preparation of materials for board meetings, executive reviews, and investor communications
• Conduct financial benchmarking and competitive analysis to provide context for strategic decisions and business planning
• Lead the preparation and reporting of monthly key performance indicators (KPIs) across the business, ensuring visibility into financial health
• Ensure vendor spend aligns with forecasts and proactively identify opportunities for non-people cost spend optimization
• Assist with the design and implementation of new financial systems, tools, and technologies to improve financial reporting, forecasting, and analytics
• Support the development of long-term financial plans and models to assess strategic initiatives and their impact on financial outcomes
• Drive process improvement initiatives to increase the efficiency of budgeting and forecasting cycles
• Ensure timely and accurate reporting for leadership and ownership
• Participate in cross-functional meetings to provide financial expertise and influence business decisions with financial data insights
• Monitor industry trends and competitive landscape to provide relevant financial insights to business leaders
• Drive the development of financial models for pricing and contract terms, ensuring consistency with business goals and financial targets
• Support leadership in strategic planning and decision-making by providing in-depth financial analysis and insights
• Other duties as prescribed - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

What you'll need...

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA designation preferred
• At least 4+ years of experience in financial planning and analysis, ideally within a SaaS or technology-driven business environment
• Proven experience in building complex financial models and providing actionable insights to business leaders
• Strong proficiency in financial planning software and ERP systems (e.g., NetSuite, Anaplan, Adaptive Insights) as well as advanced Excel and Google Sheets
• Excellent written and verbal communication skills, with the ability to clearly communicate financial data and insights to non-financial stakeholders
• Demonstrated ability to thrive in a remote-first, fast-paced environment with a high degree of autonomy
• Strong business acumen, with the ability to partner effectively with senior leadership and cross-functional teams
• Ability to manage multiple priorities in a rapidly evolving environment while maintaining attention to detail and ensuring accuracy.
• A proactive mindset with a commitment to continuous improvement, financial rigor, and business impact

Essential Job Functions

• Lead the development of annual budgets and quarterly forecasts, ensuring alignment with company strategy and financial targets
• Own the preparation of monthly financial reporting packages, including variance analysis, actionable insights, and performance tracking for key business units
• Develop and maintain complex financial models for expenses and headcount, ensuring alignment with business drivers and company goals
• Partner with cross-functional teams to ensure financial assumptions are integrated into business planning and forecasting
• Serve as a business partner to Executive Leadership for all of their financial needs including forecasting and actuals analysis
• Deliver financial presentations to senior leadership, providing strategic insights that influence decision-making and highlight opportunities for operational improvement
• Maintain and optimize financial systems and processes to ensure efficiency, accuracy, and scalability as the company grows
• Provide financial support for M&A activities, including due diligence, integration planning, and financial modeling

Benefits