Senior Financial Planning Analyst (FP&A)

Responsibilities

• Perform monthly variance analysis and explain differences between actual and budgeted results
• Support monthly closing processes in collaboration with the Accounting team
• Calculate and administer complex variable compensation plans, including commission and bonus accruals, ensuring accuracy, alignment with company performance metrics, and timely incentive payouts
• Aid in the preparation of annual budgets, forecasts, and multi-year planning, providing functional support on revenue, expense, and headcount planning to budget owners
• Drive the development, enhancement, and maintenance of the three-statement financial model
• Support internal and external reporting needs — including Board and ownership reporting — on both an ongoing and ad hoc basis
• Partner with Finance, HR, and Payroll to maintain accurate, consistent headcount and allocation data across regions and departments
• Work extensively with other members of the Finance team to ensure seamless and consistent data rules across the organization
• Identify process improvement opportunities and enhance reporting efficiencies

Qualifications

• BA or BS in Finance, Accounting, or a related field
• At least 3 years of quantitative or highly analytical work experience, ideally in FP&A; experience in a technology, services, or PE-backed environment is a plus
• Excellent Excel skills, with the ability to build financial models with detailed supporting documentation
• Experience with recurring-revenue, subscription, or services-based business models strongly preferred
• Exposure to ERP systems, enterprise performance management (EPM)/planning applications, and incentive-compensation platforms such as Netsuite, Varicent, Microsoft CRM, and Planful preferred
• Proven experience calculating complex variable plan structures, including commissions, bonuses, SPIFFs, and other incentive programs
• Outstanding communication, reporting, and presentation skills
• Proactive, self-sufficient, detail-oriented, and organized