Senior Analyst – FP&a

Senior Analyst – FP&a

Requirements

• 3+ years of experience working in SaaS / technology FP&A (or similar experience for a professional services organization)
• Strong Microsoft Excel financial modeling and PowerPoint presentation skills
• Ability to multi-task and work independently with minimal direction from management in a dynamic, fast-paced environment
• Bachelor’s degree in Accounting, Finance, Economics or a related field

Responsibilities

• Revenue forecasting, including maintaining segment-level forecasting models, ad hoc customer research, and coordination with Rev Ops & Customer Success
• Expense forecasting, including coordination with key functional leaders and Accounting
• Support annual and quarterly Corporate planning cycle to develop and maintain Annual Plan and quarterly Running Forecasts
• Coordination with other functions (such as Rev Ops, HR, Product / Product Ops, Member Support, Engineering, etc.) to enable headcount / expense approvals
• Coordination with Accounting, Fin Ops, and Procurement for monthly close processes and budget variance analysis
• Maintenance of reporting and forecast versions via forecasting tools in Finance tech stack
• Support for other FP&A responsibilities as needed in the areas of forecasting and reporting (including but not limited to COGS forecasting, hiring tracking, and commissions forecasting)

Preferred Qualifications

• Experience with forecasting tools (e.g. Anaplan, Adaptive, etc.) preferred