Senior Financial Planning & Analysis Role (2-6 yrs)

About the Role

This role reports to the Director of FP&A and is a key member of the Finance team. The mission of our team is to enable strategic, executive, and Board-level, as well as tactical, decision making for the company through financial modelling, fact-based analyses, and interpretation of key business and financial trends. We are the analytical backbone of the company and provide strategic insights in planning the future growth and strategy of the company from a financial point of view while serving as the interface between Finance and the rest of business.

The FP&A position will be a critical member of the team responsible for managing annual planning, consolidating and forecasting financials including expense and headcount.

What You'll Do

- Lead the development of annual operating plans, quarterly, and monthly financial forecasts, conducting ongoing analysis of actuals to ensure alignment with strategic objectives.

- Collaborate closely with accounting and business teams during monthly/quarterly close processes to ensure accurate financial reporting and compliance with regulatory standards.

- Assess business scenarios to support investment prioritization and resource allocation decision-making, leveraging data-driven insights to optimize outcomes.

- Develop and maintain weekly, monthly, and quarterly dashboard reports to provide actionable insights to key stakeholders and drive informed decision-making.

- Provide support to business owners in headcount and capacity planning initiatives, utilizing financial analysis to optimize resource allocation and enhance operational efficiency.

- Conduct monthly variance analysis and drive continuous improvements in forecast accuracy through proactive performance monitoring and adjustment.

- Transform complex financial data into timely, actionable information that guides leaders in strategic decision-making and supports organizational growth objectives.

- Foster successful collaboration with cross-functional teams, including Accounting, HR, and various business functions, to achieve shared objectives and drive organizational success.

- Conduct ad hoc analysis and reporting as needed to support strategic initiatives and address evolving business needs.

- Experience in developing data models and structures within FP&A systems to support complex financial analyses and forecasting will be an added advantage.

We're Looking For

- Minimum of 2 - 6 years of FP&A or Business Finance experience at a leading technology company; SaaS experience preferred.

- An understanding of financial planning, forecasting, and reporting.

- Strong Financial modelling skills and quantitative analysis experience.

- Ability to collaborate constructively with business partners and finance colleagues.

- Understanding of common metrics and cost drivers for SaaS companies.

- Ability to think creatively, highly-driven, and self-motivated.

- Strong written & verbal communication skills.

- Expert in Excel and Google Sheets; can maintain complex spreadsheets, comfortable with different modelling techniques and shortcuts.

- CA or CFA or ACCA or MBA are a plus.

- Experience working with Adaptive Insights, Planful, Anaplan or similar EPM tools will be an added advantage and not a must.