OfficeRnD

Senior Financial Planning Analyst

OfficeRnD

full-time

Posted on:

Location Type: Remote

Location: Illinois • New York • 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

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
influencecoachingcommunicationstrategic narrativenegotiationcollaborationproblem-solvingadaptabilityleadershipstakeholder management