Principal Financial Analyst
MathWorks · Natick, MA · 3 wk ago
HybridFinanceFull-time
Responsibilities
- Lead significant components of the annual planning and recurring forecast processes, with a focus on revenue and growth drivers.
- Design and refine forecasting frameworks, assumptions, and scenarios to improve accuracy, transparency, and decision usefulness.
- Analyze actual results versus plan from multiple perspectives and clearly articulate drivers, risks, and opportunities.
- Develop forward-looking insights across key revenue and business metrics (e.g., ARR, customer trends, renewals, churn, growth drivers).
- Frame analyses with potential countermeasures, enabling leadership to make informed decisions.
- Identify emerging trends and proactively bring insights to FP&A leadership and business partners.
- Proactively identify and drive improvements in forecasting accuracy, automation, and FP&A processes.
- Build, own, and maintain complex financial models supporting scenario planning, sensitivity analysis, and strategic decision-making.
- Improve existing models by introducing new techniques, enhancing structure, and increasing scalability and usability.
- Leverage tools such as Anaplan, Snowflake, Excel, and other analytics platforms to support planning and analysis.
- Present insights, recommendations, and scenarios directly to senior and executive leadership.
- Act as a business partner to Sales Operations, and other cross-functional teams, to gather inputs, validate assumptions, and ensure models and analyses reflect underlying business drivers.
- Translate complex data into clear narratives that resonate with financial and non-financial audiences.
Qualifications
- Candidates for this position must be authorized to work in the United States on a full-time basis for any employer without restriction.
- Visa sponsorship will not be provided for this position.
- A bachelor's degree and 10 years of professional work experience (or equivalent experience) is required.
- Additional Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 6+ years of experience in FP&A or related finance roles, preferably in a SaaS or technology environment in a multi-national or Global company.
- Experience with revenue recognition (i.e., ASC 606).
- Experience with sales quota planning, and/or other top-line planning & analysis work.
- Proven ability to operate independently, manage ambiguity, and influence decisions through analysis.
- Strong financial modeling, analytical, and problem-solving skills.
- Clear and confident communicator with experience presenting to senior stakeholders.
- Experience with planning and analytics tools (e.g., Anaplan, Snowflake, Power BI) is a plus.