Senior Analyst, Financial Planning & Analysis (FP&A)
Core
Finance Business Partner supporting Sales and Customer Experience teams by transforming data into actionable insights to drive revenue growth and strategic decisions.
Role type
Senior Finance Business Partner (FP&A)
Builds
Budgets, workforce plans, headcount management, and financial analyses for Sales and Customer Experience teams.
Domain
SaaS / Technology
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
budgeting, workforce planning, headcount management, operational metrics analysis (sales cycles, churn, NRR, CAC), financial modeling, stakeholder influence, data visualization
Preferred skills
SaaS/Platform experience, Adaptive Planning platform expertise, CPA or CFA designation
Technologies
Microsoft Excel, Google Sheets, Sigma, Power BI, Adaptive Planning, Snowflake
Responsibilities
Own budgeting, workforce planning, and headcount management for Sales and Customer Experience; Develop deep understanding of operational metrics like sales cycles, conversion rates, and churn; Transform complex data into actionable recommendations for strategic decision-making; Prepare and present financial analyses during performance reviews, budgeting cycles, and forecasting exercises; Partner with HR Business Partners and FP&A team to ensure alignment and governance; Collaborate with Business Intelligence team to improve reporting and visualization tools.
Seniority
Senior, hands-on IC