Senior Financial Analyst (FP&A)

Key Responsibilities

Budgeting, Forecasting & Variance Analysis

• Own the annual operating plan (AOP) and rolling forecast processes for assigned business unit(s) - including OpEx, headcount, and revenue components
• Build and maintain detailed driver-based financial models that connect operational assumptions (headcount, deal velocity, consumption rates) to P&L outcomes
• Produce monthly and quarterly budget-vs-actual (BVA) analysis with clear, well-reasoned variance narratives - not just the numbers, but what they mean and what action they suggest
• Develop subsequent-period reforecasts based on actuals trends, pipeline signals, and operating changes; communicate updates to FP&A leadership and BU stakeholders on a defined cadence

Business Unit Financial Partnership

• Serve as the primary finance contact for assigned business units - building trusted working relationships with BU and/or functional leaders and their teams
• Translate financial results into operational language that BU leaders can act on; translate BU operating plans into financial models that FP&A leadership can rely on
• Proactively identify analytical opportunities within assigned BUs, including ROI analysis, pricing and discount rate modeling, product margin analysis, customer cohort economics, and long-range planning
• Support the finance team's preparation of monthly and quarterly management reporting packages, board materials, and investor-facing performance summaries

Process Improvement & Systems

• Actively participate in FP&A process automation, tool implementation, and continuous improvement initiatives - with a bias toward building scalable, repeatable processes rather than one-off analyses
• Support adoption and optimization of Adaptive Insights (planning), NetSuite (ERP), and Salesforce (pipeline/CRM) data flows into the FP&A reporting infrastructure
• Develop and maintain standardized templates, data dictionaries, and model documentation to reduce key-person dependency and improve team leverage

Month-End & Close Support

• Collaborate with the Accounting team on month-end and quarter-end close activities, including accrual inputs, headcount reconciliation, and flux analysis
• Ensure management reporting is reconciled to GL actuals on a timely basis; resolve discrepancies proactively rather than waiting for issues to surface in reporting

Qualifications & Requirements

Required

• 5-10 years of FP&A, corporate finance, or financial planning experience - specifically within a software, SaaS, or technology company
• Demonstrated proficiency building driver-based financial models in Excel from scratch - not maintaining inherited models, but designing and building your own
• Experience producing BVA packages and variance narratives for senior leadership consumption - not just generating the numbers but writing the story
• Strong Excel skills (advanced modeling, pivot tables, index/match, dynamic arrays); proficient PowerPoint for financial presentation construction
• Ability to manage multiple concurrent workstreams with competing deadlines without sacrificing accuracy or analytical quality

Preferred

• Experience with Adaptive Insights (Workday Adaptive Planning), NetSuite, and Salesforce in an integrated FP&A environment
• Familiarity with SaaS and subscription business model metrics and/or consumption-based revenue models
• Familiarity with Data Center infrastructure environments from expense or revenue perspective; or demonstrated willingness to develop that domain fluency quickly
• Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA a positive signal but not required