Prepare and distribute regular financial reports, dashboards, and presentations for internal stakeholders, including executive leadership, department heads, and the Board.
Translate complex financial data into clear, concise, and actionable insights for non-financial audiences.
Develop and refine key performance indicator (KPI) reporting to track and measure business performance effectively.
Identify and implement opportunities for process improvements within the FP&A function to enhance efficiency, accuracy, and scalability.
Leverage financial systems and AI tools to automate aspects of reporting and analysis.
Conduct in-depth financial analysis of actual results versus budget/forecast, identifying key variances, trends, and drivers.
Perform ad-hoc financial analysis to support strategic initiatives, M&A activities, and operational improvements.
Requirements
4-6 years of experience in Financial Planning and Analysis, with a track record of partnering with business leaders to drive performance, preferably in a SaaS environment
Strong analytical, problem-solving, and decision-making skills, with the ability to translate complex financial data into actionable insights
Excellent communication and interpersonal skills, with the ability to influence and build consensus among senior leadership
Proficient in financial modeling, forecasting, and performance management tools (Excel and Anaplan preferred)
Enterprise SaaS experience is highly preferred
A professional qualification in finance, accounting, or a related field is preferred; CFA or equivalent qualification is a plus
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.