FP&A Analyst
Core
Support annual planning, quarterly forecasting, budget-to-actual reporting, and financial modeling to drive informed business decisions and strategic insights for a global SaaS leader.
Role type
FP&A Analyst (via careerplan.io/jobs/0ab053dd-38ce-43b2-8029-66bb22b5564c-fpa-analyst-at-immuta)
Builds
Financial models, schedules, scenario analyses, and AI-enabled reporting dashboards
Domain
SaaS / Technology
Deliverable
dashboards & analysis
Required skills
Financial statement analysis, budgeting and forecasting, variance analysis, financial modeling, data reconciliation, trend identification, scenario planning
Preferred skills
Salesforce/CRM familiarity, AI-enabled reporting tools (Dust), pipeline integrity analysis
Technologies
Google Sheets, Excel, Dust
Responsibilities
Collect inputs and document assumptions for annual planning and quarterly forecasting cycles; Prepare recurring budget-to-actual reporting and investigate variances in headcount and operating expenses; Build and maintain financial models and scenario analyses; Track SaaS and operating metrics to summarize insights for leadership; Reconcile financial inputs with business partners to improve data quality; Contribute to improving FP&A processes and reporting workflows; Support ad hoc financial analyses and short-turnaround requests; Develop and maintain AI-enabled reporting workflows and dashboards; Maintain accurate Sales pipeline reporting and evaluate conversion trends and revenue assumptions.
