Financial Analyst

About the role

CyberRisk Alliance is seeking a Financial Analyst to join its Financial Planning & Analysis team. This role will support recurring forecasting, monthly performance reporting, commercial analysis, and business partnership across CRA’s media, events, communities, demand generation, and related business lines. The analyst will work closely with FP&A leadership, Accounting, Sales Operations, Revenue leadership, and operating teams to turn financial and commercial data into clear, actionable insight.

Responsibilities

• Maintain assigned portions of the monthly forecast, incorporating actual results, approved business changes, known commitments, and updated operating assumptions.
• Analyze actual results against budget and forecast, investigate material variances, and document the operational drivers behind performance.
• Support annual budgeting and periodic reforecasting by preparing historical data, planning templates, assumptions, and consolidated department inputs.
• Maintain departmental P&L, headcount, and other supporting schedules used for forecasting and management reporting.
• Prepare scenario analyses to evaluate staffing changes, vendor decisions, investments, cost reductions, and other operating decisions.
• Serve as the FP&A partner for assigned budget owners, providing visibility into actual spend, remaining budget, forecast changes, and material financial risks.
• Meet with business partners regularly to review expected costs, staffing changes, projects, timing shifts, and other items that may affect financial performance.
• Track open financial commitments, forecast inputs, and follow-up actions, and escalate material risks or unresolved assumptions to FP&A leadership.
• Prepare recurring management reporting that summarizes financial performance, forecast outlook, significant variances, and items requiring management attention.
• Develop concise financial commentary explaining what changed, the underlying business driver, and the expected impact on future periods.
• Perform ad hoc financial analyses for FP&A leadership and business partners using established models, reporting standards, and validated assumptions.
• Support profitability and cost analysis for departments, events, initiatives, and business lines as needed.
• Maintain reporting mappings, planning assumptions, and control checks that support consistent FP&A reporting across systems and business units.
• Perform recurring reconciliations between financial systems, planning tools, and management reports to identify timing, classification, or mapping issues.
• Improve recurring FP&A models and workflows through stronger documentation, standardized inputs, controls, and appropriate automation.
• Support the implementation and ongoing use of FP&A, reporting, and AI-enabled tools as CRA’s finance infrastructure evolves.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or another quantitative field.
• 3–5 years of experience in FP&A, corporate finance, commercial finance, financial analysis, or a related role.
• Experience partnering directly with Sales, Revenue, Marketing, Events, Operations, or other commercial teams.
• Experience in media, events, advertising, business intelligence, demand generation, subscriptions, or another multi-product revenue environment strongly preferred.
• Strong Excel and financial modeling skills, including the ability to organize large datasets, build checks, audit formulas, and maintain recurring models.
• Working knowledge of budgeting, forecasting, variance analysis, management reporting, and financial statement concepts.
• Ability to connect financial outcomes to operational drivers and communicate the “why” behind performance.
• Strong written and verbal communication skills, with the confidence to ask questions, challenge assumptions constructively, and follow through with stakeholders.
• Highly organized, detail-oriented, and able to manage recurring deadlines alongside project-based work in a lean, fast-moving environment.

Skills

• Salesforce reporting, pipeline analysis, bookings, and revenue forecasting.
• Sage Intacct or another ERP; experience working with general ledger detail and management reporting.
• FP&A or EPM platforms such as Abacum, Adaptive Planning, Anaplan, Planful, or similar.
• Power Query, Tableau, Power BI, Snowflake, SQL, or comparable data and visualization tools.
• Experience improving reporting processes through automation, AI-enabled workflows, or advanced Excel techniques.
• Exposure to private-equity-backed, acquisitive, or high-growth organizations.

Pay

A reasonable estimate of the current range is $75,000 to $85,000, which does not include other compensation benefits package.