Senior FP&A Analyst
Core
Senior FP&A Analyst supporting planning, performance management, and operational efficiency for a capital markets intelligence platform serving institutional investors.
Role type
Senior FP&A Analyst (Business Partner)
Builds
Financial forecasts, KPI dashboards, board reports, and strategic investment cases
Domain
Capital Markets / Financial Services / SaaS
Deliverable
dashboards & analysis
Required skills
Financial modeling, budgeting and forecasting, business partnering, data analysis, BI tool usage, PowerPoint presentation, stakeholder management
Preferred skills
Big 4 accounting training, experience with private equity investors, experience with subscription-based/recurring revenue models, project investment tracking
Technologies
Power BI, Alteryx, PowerQuery, SQL
Responsibilities
Support planning and performance management objectives with C-suite and operational management; Prepare annual budgets and monthly forecasts (ACV, revenue, EBITDA, cash flow); Partner on investment planning and prioritization; Assess resource and cost requirements for strategic projects; Track delivery progress and spend against budgets; Prepare board reports with commentary on performance drivers; Develop and maintain KPI dashboards and operational reports; Contribute to strategic and mid-term planning.
Seniority
Senior, hands-on IC