Senior Financial Analyst – FP&A

Posted about 2 months agoViewed

💎 Seniority level: Senior, 4-6 years

📍 Location: United States

🔍 Industry: Data and AI platform, SaaS

🗣️ Languages: English

⏳ Experience: 4-6 years

🪄 Skills: Financial analysisSaaS

4-6 years of experience in FP&A or a related financial analysis role, preferably within a SaaS or technology environment.
Advanced proficiency with Workday Adaptive Planning as an administrator (certification preferred).
Strong Excel and financial modeling skills; experience with BI tools is a plus.
Solid understanding of SaaS metrics, subscription-based revenue models, and unit economics.
Demonstrated ability to analyze complex data sets and translate them into meaningful insights.
Strong written and verbal communication skills, with the ability to present financial data to non-financial stakeholders.
Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CPA is a plus).

Participate and lead specific aspects of the annual budgeting and quarterly forecasting processes.
Develop and maintain dynamic financial models to support strategic decision-making.
Analyze key financial and operational metrics, delivering actionable insights to leadership.
Build and maintain financial reports, dashboards, and KPIs in Workday Adaptive Planning.
Prepare and present monthly and quarterly financial packages for senior leadership and stakeholders.
Conduct variance analysis, identifying trends and drivers behind performance deviations.
Support subscription-based revenue forecasting, customer lifetime value (CLTV), churn, and retention analyses.
Collaborate with cross-functional teams to align financial forecasts with business strategies.
Monitor and evaluate the financial impact of SaaS-specific metrics such as Annual Recurring Revenue (ARR).
Serve as the Workday Adaptive Planning administrator, managing user access, model updates, and system configurations.
Partner with IT/HR/Sales to optimize Adaptive Planning functionality and integration with other systems.

Posted about 2 months ago

📍 CA, NV, OR, WA, Mountain Time Zone

🧭 Full-Time

💸 100000.0 - 128000.0 USD per year

🔍 Mobile industry

🔧 Requirements

5 years of experience in FP&A, strategic finance, business operations or related fields.
Robust financial modeling skills, ideally with experience in Tech or other high growth industries.
Strong systems aptitude and advanced proficiency in Excel, PowerPoint, and Google Workspace.
Experience with NetSuite and Enterprise Performance Management (EPM) tools such as Pigment, Oracle, or Anaplan is preferred.
Strong analytical and critical thinking; ability to communicate complex concepts at a high level.
Able to manage multiple projects simultaneously with superior attention to detail.
Superb communication skills and ability to effectively manage relationships with stakeholders across the business.
History of cross functional work with strong relationship management & collaboration.
Bachelor’s Degree (MBAs invited to apply; CFA/CPA a plus).

💡 Responsibilities

Operate the monthly, quarterly and annual FP&A processes, including Annual Operating Planning, Monthly forecasts and budget vs actuals analysis.
Support headcount planning, modeling, and data-driven decision making to optimize workforce strategies.
Prepare monthly and quarterly financial review packages for executive management and the Board of Directors.
Structure, build, and maintain complex financial and decision-making models to develop meaningful insights and actionable recommendations.
Support senior leadership on ad-hoc research and analysis.
Work closely with cross-functional leaders to review, refine, and finalize financial and operating metrics and leverage to forecast accurately.
Partner with cross-functional teams to understand data structures, align on definitions and data sources, and build automation of agreed upon metrics.

Data AnalysisFinancial analysisPowerPoint

Posted about 2 months ago