Financial Analyst - Technology
Core
Financial Analyst supporting a technology-focused business function in financial planning, forecasting, expense management, and performance analysis.
Role type
Financial Analyst (Technology)
Builds
Financial models, reports, forecasts, dashboards, and leadership communication materials for technology and SaaS business units.
Domain
Technology / SaaS / Cloud Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, budgeting and forecasting, variance analysis, P&L performance monitoring, headcount and workforce planning, cost optimization, business partnering, process automation, technology business model understanding (ACV, revenue, utilization, capacity planning), financial planning platforms (Adaptive Planning, OfficeConnect, SAP), AI and analytics tools.
Preferred skills
Experience with SaaS or technology environments, practical experience using AI/automation/Business Intelligence tools.
Responsibilities
Manage budgeting and forecasting for headcount, vendors, third-party hosting, and operating expenses. Develop and maintain financial models, reports, forecasts, variance analyses, and dashboards. Monitor P&L performance and investigate variances. Partner with technology leaders on cost optimization and resource planning. Build understanding of technology business models including cloud hosting and services. Coordinate month-end activities and maintain business-partnering cadence. Identify opportunities to automate reporting using AI and analytics tools. Lead or contribute to finance projects involving process improvement and reporting enhancements. Support headcount analysis and workforce planning.
Seniority
Mid-level, hands-on IC