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Senior FP&a Analyst
| Company | Later |
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| Location | Boston, MA, USA |
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| Salary | $90000 – $115000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Bachelor’s degree in Finance, Accounting, or a related field; CPA or CFA designation preferred.
- 5+ years of experience in financial planning and analysis, ideally within a SaaS or tech environment.
- Proven track record of creating financial models and forecasts that support business decision-making.
- Demonstrated success in collaborating with cross-functional teams and influencing senior leaders.
- Strong proficiency with financial software (e.g., Adaptive Insights, NetSuite, Excel) and data visualization tools (e.g., Tableau, Power BI).
- Experience with budgeting, forecasting, and financial reporting in a high-growth environment.
- Strong analytical mindset with exceptional problem-solving skills.
- Excellent communication skills, with the ability to present data-driven insights to non-financial stakeholders.
Responsibilities
- Develop and implement financial models to support strategic initiatives and business planning.
- Lead financial analysis for potential business opportunities, partnerships, and growth strategies.
- Contribute to the annual budgeting process and long-term financial planning.
- Partner with senior leadership to create actionable insights that drive business performance.
- Identify financial risks and opportunities, providing recommendations to mitigate risks and capitalize on growth.
- Prepare monthly, quarterly, and annual financial reports, including variance analyses and KPI tracking, with a specific focus on the operating expenses of the business.
- Conduct in-depth financial analysis to assess profitability, cash flow, and return on investment.
- Automate reporting processes to improve efficiency and accuracy.
- Develop and maintain dashboards for financial performance tracking.
- Assist in financial audits and compliance reporting.
- Collaborate with accounting, operations, and marketing teams to align financial goals and metrics.
- Present complex financial concepts in a clear and concise manner to non-financial stakeholders.
- Support department heads with budget tracking and financial planning.
- Facilitate cross-functional meetings to share financial insights and business performance updates.
Preferred Qualifications
- Experience with subscription-based revenue models and metrics (e.g., ARR, MRR, churn rate).
