Financial Analyst II
Core
Primary Finance Business Partner supporting the Sales organization to drive financial planning, forecasting, and strategic decision-making.
Role type
Financial Analyst II (FP&A)
Builds
Financial models, forecasts, and reports for the Sales organization
Domain
SaaS / Technology / Finance
Deliverable
dashboards & analysis
Required skills
Financial modeling, Microsoft Excel, data analysis, headcount planning, operating expense management, variance analysis, strategic planning
Preferred skills
Adaptive Insights, Salesforce, Pigment, Looker, NetSuite
Responsibilities
Partner with Sales leadership to develop headcount plans aligned with sales targets; Own operating expense planning and forecasting for the Sales organization; Own the ACV forecast by tracking bookings and analyzing pipeline trends; Support the month-end close process and deliver monthly/quarterly financial reporting; Build and enhance financial models for strategic planning and scenario analysis; Identify opportunities to improve planning processes through automation.
Seniority
Mid-level IC