Financial Planning and Analysis Analyst
Versapay
Tableau
Salary
💰 $118,500 - $189,600 per year
Job Level
Senior
Tech Stack
GoTableau
About the role
- Be a strategic partner to senior leadership, supporting and influencing decisions with actionable insights and recommendations
- Lead the company’s monthly, quarterly, and annual planning cycles, including enhancing corporate models to drive high financial predictability and accuracy
- Gather, consolidate and analyze operating and financial performance, forecast & financial review with the leadership team, including preparing internal and external reporting deliverables, conducting insightful analyses and presentations to help guide strategic discussion and recommendations
- Analyze actual performance vs. plan/forecast; identify trends, variances, and business drivers
- Prepare monthly and quarterly financial reports, management presentations, earnings release and board materials
- Understand and synthesize key data utilized by our business; package and present recommendations to key stakeholders (often Director+) to facilitate decision making
- Provide meaningful contributions to evolve and drive efficiency in financial processes and systems to continue supporting our growing finance and company-wide planning
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA/CFA a plus.
- Have 2-5 years of experience in FP&A or analytical fields
- Have strong business consulting, strategic, analytical, organizational, and project management skills; industry experience in the technology/SaaS industry preferred
- Strong understanding and experience with financial statement analysis, corporate finance, and US GAAP
- Advanced Excel/Google Sheets and financial modeling skills.
- Experience with BI tools (e.g., Tableau, Power BI, Looker) and ERPs (e.g., NetSuite, SAP), and/or FP&A software (e.g., Adaptive Insights, Anaplan)
- Comfortable summarizing and identifying the key informational gaps with incomplete data records
- Strong quantitative, problem-solving, and critical thinking abilities
- Have exceptional communication skills; able to synthesize key takeaways and tell stories with data
- A self-starter and have the intellectual curiosity to identify and solve problems
- Operate well in a fast-paced operating environment and can adapt to the ever-evolving landscape of HubSpot’s financial priorities and requests
