FP&A Systems Analyst
Core
Execution layer of the FP&A team responsible for high-volume data pulls, workbook maintenance, forecast cycles, and supporting board/investor reporting.
Role type
Mid-level FP&A Systems Analyst
Builds
Weekly/monthly forecast workbooks, driver-based financial models (FY26-FY28), M&A data rooms, executive dashboards, and board reporting decks.
Domain
AdTech / Mobile Advertising / SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Advanced Excel (SUMIFS, XLOOKUP, INDEX/MATCH, pivot tables), Financial modeling, Variance analysis, Cash flow forecasting, Data cleaning and reconciliation, ERP/CRM data extraction (NetSuite, HubSpot), Financial statement fundamentals (EBITDA, working capital)
Preferred skills
SQL, Python, Power BI/Tableau, M&A diligence support, CA/MBA/Finance degree
Technologies
Excel, Google Sheets, NetSuite, HubSpot, Power BI, Tableau, Looker
Responsibilities
Refresh weekly/monthly forecast workbooks and cash forecasts; Maintain FY26-FY28 driver-based financial models and AOP; Support M&A diligence with data room management and comparable analysis; Prepare board/investor reporting slides and variance commentary; Build and maintain executive dashboards; Perform ad hoc financial analysis and bonus calculations.
Seniority
Mid-level, hands-on IC