Senior Forecasting Analyst
PlanetArt
PythonSQLTableau
Senior Financial Planning Analyst
HighlightTA
full-time
Posted on:
Origin: • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$115,000 - CA$140,000 per year
Job Level
Senior
Tech Stack
PythonSQL
About the role
- The Senior Financial Planning Analyst is a high-impact, analytical role supporting strategic financial planning, data integrity, and performance reporting.
- Work closely with the Director of FP&A and VP of Strategic Finance to build scalable financial models, deliver actionable insights, and support SaaS-specific forecasting.
- Build and maintain driver-based financial models that connect 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 tools like 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.
