Collectly

Senior Financial Planning Analyst

Collectly

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • United States

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Salary

💰 $150,000 - $180,000 per year

Job Level

Senior

About the role

  • Develop and refine robust financial models to guide strategic decision-making, new ventures, and capital allocation cases.
  • Collaborate with department heads to establish and monitor KPIs and operational metrics that fuel business growth.
  • Conduct ROI assessments for upcoming product launches, marketing campaigns, and cross-functional investments.
  • Prepare high-level financial decks and business review packages for the C-Suite and Board of Directors.
  • Manage the delivery of Monthly Business Reviews (MBR) and provide detailed performance narratives.
  • Execute ad-hoc financial analysis and special strategic projects as required.

Requirements

  • A Bachelor’s degree in Finance, Accounting, or a related field.
  • 5+ years of experience in FP&A.
  • Experience in high-growth, venture-backed B2B SaaS companies (Series A, B & C)
  • Strong Excel skills and experience with financial modelling.
  • Deep understanding of financial statements, forecasting techniques, and B2B SaaS business models
  • Great communication skills, including experience presenting to senior leadership and cross-functional stakeholders
  • Analytical mindset with strong business acumen, you’re comfortable interpreting the “why” behind the numbers
  • Advanced knowledge of the statements and accounting concepts
  • The ability to work independently while communicating with team members.
Benefits
  • Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it.
  • Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.
  • Equity Opportunities: Share in our success with stock options - your hard work will drive our growth.
  • Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future.
  • Student Loan Support: We help lighten the load with contributions toward your student loans.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingExcelforecasting techniquesfinancial statementsROI assessmentsKPI monitoringad-hoc financial analysisperformance narrativesbusiness review packagescapital allocation
Soft Skills
communication skillsanalytical mindsetbusiness acumenindependent workcollaborationpresentation skillscross-functional teamworkstrategic thinkingproblem-solvingdetail-oriented
Certifications
Bachelor’s degree in FinanceBachelor’s degree in Accountingrelated field degree