Strategy & Planning Analyst

Key Responsibilities

• Support annual budgeting, reforecasting, and long-range planning processes
• Build and maintain financial models related to revenue, cost structure, and profitability
• Analyze variances vs. plan, forecast, and prior periods; identify key drivers
• Partner with accounting to understand actual results and ensure analytical consistency with financial statements
• Use income statement, balance sheet, and cash flow data to inform analysis and forecasts
• Understand revenue recognition, cost capitalization vs. expensing, and timing differences that affect results
• Identify and explain differences between operational performance and reported financial outcomes
• Help ensure forecasts and models align with accounting reality
• Conduct ad-hoc analysis to support pricing, resourcing, investment decisions, and growth initiatives
• Aid in evaluating new products, services, or business opportunities
• Support scenario modeling and sensitivity analysis for key assumptions
• Work with cross-functional leaders to understand operational and economic drivers
• Prepare management reporting and analysis for senior leadership
• Build and manage monthly KPI reporting
• Support board- and investor-level materials as needed
• Help improve FP&A models, documentation, and analytical frameworks
• Identify opportunities to streamline or automate reporting and analysis
• Work with finance systems and data sources to ensure accuracy and usability

Required Qualifications & Profile

• Strong analytical and quantitative skills
• Solid understanding of accounting fundamentals, including: Income statement, balance sheet, and cash flow relationships; accrual accounting concepts (preferred but not required); revenue and expense timing
• Advanced Excel skills (financial modeling, scenario analysis, structured datasets)
• Ability to communicate clearly and concisely about financial results
• Intellectual curiosity and comfort operating in ambiguity
• Strong undergraduate finance or accounting background
• Exposure to SaaS, analytics, or professional services business models (preferred but not required)
• Prior interaction with accounting or audit teams (preferred but not required)