Senior FP&A Analyst | IFS Copperleaf
Core
Senior FP&A Analyst acting as a trusted finance business partner, driving forecast, planning, and reporting cycles with a focus on commercial insight and data automation.
Role type
Senior IC FP&A Analyst (Strategic Finance & Data)
Builds
Monthly/quarterly forecasts, management dashboards, automated reporting workflows, and AI-driven agentic workflows.
Domain
SaaS / Technology / Enterprise Software
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Commercial acumen, financial modelling, advanced Excel, SQL/data querying, Microsoft Power Platform (Power BI, Power Query, Power Automate), AI workflow design, stakeholder influence, mentoring
Preferred skills
Senior/lead analyst experience, AI agent building (Copilot Studio, Python), EPM tool experience (Workday Adaptive Planning), Python scripting, SaaS revenue metrics expertise
Technologies
SQL, Power Query, Power BI, Power Automate, Python, Copilot Studio, Workday Adaptive Planning
Responsibilities
Partner with business leaders to challenge assumptions and explain performance drivers; own forecast inputs and assumptions; build and maintain financial models for revenue, cost, and headcount; design automated reporting and AI workflows; mentor junior team members; act as the primary FP&A contact for UK/Europe during off-hours.
Seniority
Senior, hands-on IC with mentorship responsibilities