Job
Core
FP&A Senior Analyst supporting planning, performance management, and operational efficiency for a capital markets intelligence platform.
Role type
Senior FP&A Analyst (Business Partner)
Builds
Financial forecasts, KPI dashboards, board reports, and strategic investment cases.
Domain
Financial Planning & Analysis / Capital Markets / SaaS
Deliverable
dashboards & analysis
Required skills
Financial modeling, budgeting and forecasting, data analysis, BI tools (Power BI), Excel, SQL, Alteryx, PowerPoint, business case development, resource planning
Preferred skills
Big 4 accounting background, experience with private equity investors, recurring revenue/SaaS business models, project investment tracking
Technologies
Power BI, Alteryx, PowerQuery, SQL
Responsibilities
Support annual budget and monthly forecasts (ACV, revenue, EBITDA, cash flow); Partner with stakeholders on investment planning and prioritization; Track delivery progress and spend against budgets; Develop and maintain KPI dashboards; Prepare board reports with performance commentary; Contribute to strategic and mid-term financial planning.
Seniority
Senior, hands-on IC