HighlightTA

Senior Financial Planning Analyst

HighlightTA

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Senior

Tech Stack

PythonSQL

About the role

  • Build and maintain driver-based financial models connecting business drivers to financial outcomes.
  • Assist with monthly, quarterly, and annual planning cycles, including board-level reporting.
  • Support sales forecasting, cohort analysis, and commission planning to align performance and incentives.
  • Ensure accuracy across systems and datasets to support data auditing and executive reporting.
  • Identify trends and deliver insights across core SaaS metrics (ARR, CAC, LTV, churn).
  • Partner with cross-functional teams (Sales, Marketing, Product) to deliver financial insights that drive strategic initiatives.
  • Develop scalable dashboards using tools like Power BI or Metabase.
  • Contribute to automation and predictive analytics initiatives to improve reporting efficiency.
  • Drive scenario modeling to support strategic decision-making.

Requirements

  • 5+ years of FP&A experience, ideally within SaaS or subscription-based businesses.
  • Proficiency in Excel/Google Sheets with strong financial modeling skills (e.g. powerpivot).
  • Hands-on experience with CRMs (Salesforce or similar) and ERPs (NetSuite or similar).
  • Experience working with large datasets and extracting insights through Power BI, Metabase, SQL, or Python.
  • Comfort with financial statements and ability to audit data across systems.
  • Self-starter mindset with attention to detail and a bias for action.
  • Authorization to work in the US or Canada.
  • (Great-to-have) Experience with statistical analysis and modeling for SaaS.
  • (Great-to-have) Exposure to Solution 7, Hyperion, or enterprise-level financial systems.
  • (Great-to-have) Experience working with distributed teams in remote environments.
  • (Great-to-have) Understanding of SaaS payment structures.