Senior Financial Planning & Analysis Analyst

About the role

The Senior Financial Planning & Analysis (FP&A) Analyst is a key member of the FP&A team, reporting to the VP, FP&A. This role supports enterprise-wide financial planning, budgeting, forecasting, and analysis. In addition, this role plays an important part in supporting and evolving the company’s Enterprise Performance Management (EPM) environment, including Adaptive Planning or similar cloud-based FP&A platforms.

Responsibilities

• Budgeting and Forecasting
• Partner with business leaders across the organization to build, manage, and update departmental budgets and forecasts on a monthly basis.
• Aid in the development and consolidation of annual budgets (Gross/Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.
• Drive monthly and quarterly forecasts, highlighting key risks, opportunities, and changes in underlying assumptions.
• Monitor budget-to-actual performance and update forecasts on a monthly basis.
• Financial Analysis and Reporting
• Prepare monthly, quarterly, and annual financial reporting packages for senior management, including actuals vs. budget/forecast, variance analysis, and forecast updates.
• Provide clear explanations for variances, and recommend corrective actions where appropriate.
• Identify and analyze key financial and operational drivers impacting performance, including revenue, sales productivity, and incentive compensation metrics.
• Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPIs) across Excel, EPM platforms, and related reporting tools.
• Financial Modeling
• Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and performance improvement.
• Perform scenario and sensitivity analyses to support management decision-making.
• Translate model outputs into clear, actionable insights for business partners and executive leadership.
• Ad-Hoc Analysis and Special Projects
• Support ad-hoc financial, including cost optimization initiatives and profitability assessments.
• Continuous Improvement
• Maintain, identify and implement process improvements to enhance forecasting accuracy and reporting quality.
• Absorb and assist in automation and streamlining financial reporting and FP&A team processes.

Requirements

• BA/BS degree in Finance and/or Accounting
• 5+ years of experience in financial analysis

Preferred Skills & Experience

• 3+ years of experience in an FP&A function
• Experience with Adaptive Planning and EPM integrations, including the buildout of EPM reports and dashboards
• Strong background with quantitative data analysis, with experience building and maintaining financial models
• Advanced proficiency in Excel, PowerPoint
• Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights
• Clear and concise written and verbal communication skills, with the ability to present complex information effectively
• Strong interpersonal skills and the ability to work effectively with cross-functional teams
• Exceptional attention to detail and commitment to producing high-quality, accurate work
• Solid understanding of GAAP accounting principles
• Proficiency with CRM tools (Salesforce preferred)
• Experience with ERP systems (Microsoft Dynamics AX preferred)
• Experience using data visualization tools (Domo preferred)
• Experience working in a SaaS business environment
• Strong accounting knowledge and financial acumen