Senior Financial Analyst – FP&A

Posted 6 months agoViewed

💎 Seniority level: Senior, 4-6 years

📍 Location: United States

🔍 Industry: Data and AI platform, SaaS

🏢 Company: EDB👥 501-1000💰 over 5 years agoDatabase Business Intelligence Open Source Big Data Hardware Enterprise Software Software

🗣️ Languages: English

⏳ Experience: 4-6 years

🪄 Skills: Financial analysisSaaS

Requirements:

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).

Responsibilities:

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.

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