OfficeRnD

Senior Financial Planning Analyst

OfficeRnD

full-time

Posted on:

Location Type: Hybrid

Location: Atlanta • United States

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Job Level

Senior

About the role

  • Build, maintain and evolve the "Three-Statement" rolling forecast (Income Statement, Balance Sheet and Cash Flow).
  • Lead the annual budgeting process, monthly variance analysis and maintain a 12-month rolling cash forecast to monitor net burn and capital efficiency.
  • Oversee financial consolidation and reporting across multiple global entities.
  • Manage the global vendor ecosystem and renewal calendar, partnering with internal POCs to initiate negotiations 60–90 days prior to expiration to maximize leverage and budget alignment.
  • Serve as the "source of truth" by linking data across our tech stack, including the General Ledger (Xero), CRM (HubSpot), and Billing systems.
  • Track and analyze critical SaaS KPIs (CAC, LTV, Magic Number, Net Retention).
  • Support the SVP of Finance in preparing monthly and quarterly Board of Directors decks, translating metrics into actionable strategic narratives.
  • Assist in the due diligence and financial integration of "tuck-in" acquisitions, ensuring new entities are seamlessly folded into our global reporting structure.

Requirements

  • 3–5 years of FP&A experience, specifically within the SaaS or software sector.
  • Proven ability to influence non-finance stakeholders and "coach" internal leads through budget management and vendor negotiations.
  • Proven experience working in companies with multiple international subsidiaries and a comfort level with multi-currency environments.
  • Advanced Excel skills are a must.
  • Experience with Xero, HubSpot, Looker, and G Suite are preferred.
  • Ability to translate complex financial data into a narrative that non-finance stakeholders (Sales, Engineering, Product) can understand.
  • Experience with NetSuite or similar mid-market ERPs.
  • Knowledge of ASC 606 revenue recognition standards.
Benefits
  • 401k with 4% matching
  • Health, dental and vision insurance
  • 25 days paid time off
  • 1 additional day off for your birthday
  • 3 days off for volunteering
  • Paid sick leave
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
FP&Afinancial consolidationvariance analysisbudgetingSaaS KPIsadvanced Excelfinancial integrationrevenue recognitionmulti-currency environmentsdata analysis
Soft Skills
influence stakeholderscoachingcommunicationstrategic narrativenegotiationcollaborationproblem-solvingadaptabilityleadershipanalytical thinking