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Senior Financial Planning & Analysis Analyst
DutchieSenior Financial Planning & Analysis Analyst at Dutchie, driving financial operations and automating processes. Collaboration with finance and business leaders to improve planning and reporting.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, with advanced financial modeling and Excel skills to support strategic decision-making. Proven ability to leverage AI tools for automation and enhance reporting processes in high-growth SaaS environments.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Advanced Financial ModelingExcel SkillsAI Tools For AutomationExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingDynamic Forecasting ModelsData AnalysisKPI ReportingBudgetingFinancial ReportingBusiness Performance AnalysisAutomationSelf-Service AnalyticsStrategic Planning
Soft Skills
Analytical CuriosityCommunicationCollaborationProblem-SolvingAdaptability
Tools & Technologies
Financial ToolingAI ToolsDashboardsReporting SoftwareAnalytics Platforms
Industry Keywords
SaaSCorporate FinanceInvestment BankingConsultingHigh-Growth Environments
About the role
Key responsibilities & impact- Own portions of the annual operating plan, quarterly forecasts, and long-range financial planning process.
- Develop financial models that improve visibility into company performance and future investment decisions.
- Analyze monthly results, identify business drivers, and communicate actionable insights to leadership.
- Partner closely with Accounting to ensure accurate reporting and alignment between actuals, forecasts, and KPIs.
- Improve and automate planning workflows using AI, modern financial tooling, and scalable processes.
- Identify opportunities to eliminate manual reporting through automation and self-service analytics.
- Help evolve executive reporting and dashboards that improve decision-making across the organization.
- Support board materials, leadership presentations, and strategic planning initiatives.
- Collaborate across R&D, G&A, and Operations to understand business performance and financial impact.
- Become a trusted finance partner capable of simplifying complex business questions into clear financial recommendations.
- Help establish consistent planning disciplines as Dutchie continues to scale.
Requirements
What you’ll need- 3–5 years of experience in FP&A, investment banking, consulting, or corporate finance.
- Advanced financial modeling and Excel skills with experience building dynamic forecasting models.
- Experience working in high-growth SaaS or technology environments preferred.
- Strong analytical curiosity and comfort working through ambiguity.
- Experience leveraging AI tools to automate analysis, improve workflows, and increase productivity.
- Excellent communication skills with the ability to translate complex analyses into executive-ready recommendations.
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
Benefits
Comp & perks- Full medical benefits including dental and vision plans to ensure you always have the best care.
- Equity packages in the form of stock options to all employees.
- Technology (hardware, software, reading materials, etc..) allowance
- Flexible vacation and sick days