Sr. FP&A Analyst

The Role You’ll Play

• Drive analysis of business performance and develop reporting that empowers teams across the organization


• Own components of the annual budget, monthly forecast cycles, and variance analysis for revenue and expenses


• Partner closely with sales, marketing, and operational leaders to support planning and decision-making


• Build, maintain, and enhance financial models that surface trends, opportunities, and potential risks


• Serve as a steward of the Adaptive Insights planning tool, ensuring data accuracy and system alignment


• Lead ad hoc strategic analyses and create pro forma financials to support business cases and leadership discussions


• Help evolve internal processes to boost efficiency, accuracy, and collaboration across teams


• Contribute to the FP&A team’s rhythm of business, supporting both recurring and one-off initiatives

Experience You Bring

• 4+ years of experience in financial planning, business analysis, or accounting, ideally within SaaS or tech


• Advanced Excel skills with comfort using complex formulas, logic functions, and financial modeling techniques


• Strong understanding of accounting principles and financial close cycles


• Familiarity with tools like NetSuite, Tableau, and Adaptive Insights (or equivalent planning platforms)


• Naturally curious and solution-oriented - you dig deep to uncover what’s really driving results


• Comfortable managing multiple priorities in a fast-paced, evolving environment


• Strong communicator who can translate numbers into stories and insights


• Experience in a public company setting is a plus