Senior Financial Analyst, FP&A
Core
Senior Financial Analyst leading annual budgeting, monthly/quarterly re-forecasting, management reporting, and financial analysis for an educational technology SaaS company.
Role type
Senior IC Financial Analyst (FP&A)
Builds
Annual operating budgets, monthly/quarterly forecasts, executive reporting packages, dashboards, and KPIs for a SaaS education platform.
Domain
EdTech / SaaS / Private Equity-backed organization
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, variance analysis, scenario/sensitivity analysis, revenue forecasting, cash flow forecasting, profitability analysis, bridge analysis, process improvement, data reconciliation, stakeholder management
Preferred skills
Private equity organization experience, percentage-of-completion revenue recognition, estimates at completion, estimates to complete
Technologies
Workday Financial Management, Adaptive Planning
Responsibilities
Lead annual budget preparation and coordinate planning timelines across business partners; Develop and maintain financial dashboards and KPIs to assess company performance; Analyze revenue pipeline, bookings, backlog, and contract value to support forecasting; Partner with Accounting during monthly close to review preliminary results and resolve variances; Present financial results and analyses directly to senior leadership and the Board of Directors; Identify and implement opportunities to automate forecasting and reporting processes.
Seniority
Senior, hands-on IC