Financial Planning and Analysis

• Own monthly FP&A rhythms, including variance analysis, KPI packs, forecast updates, and board-ready reporting.
• Build and maintain Power BI dashboards for MRR/NRR, churn and retention, utilization, project margins, deferred revenue/prepaids, AR/AP, and cash flow.
• Develop driver-based models for revenue, headcount and capacity, pricing and mix, project gross margin, and SaaS metrics.
• Support the annual operating plan and rolling forecasts, tracking risks and opportunities.
• Partner with Accounting on close analytics and reconciliations, including deferred revenue, prepaid COGS, and revenue recognition checks.
• Extract, clean, and consolidate data from multiple systems (ERP, PSA/ITSM, CRM, billing, and time tracking) into cohesive datasets for analysis.
• Improve data hygiene and definitions across systems to ensure a single source of truth.
• Present insights clearly to non-finance partners, recommending actions and measuring impact.

Financial Analyst

Director of Finance – Administration

FP&A Manager

Senior Manager – Business Finance

Senior Offer Development Strategist, Financial Planning & Coaching

Financial & Regulatory Reporting Senior Manager