Financial Planning & Analysis (FP&A) Analyst
Position Summary
The FP&A Analyst will support financial planning, forecasting, reporting, and business analysis activities within a dynamic SaaS environment. This role will partner with business leaders and cross-functional teams to provide financial insights, drive data-driven decision making, and support the organization's growth and profitability objectives. The ideal candidate combines strong analytical capabilities with financial modelling expertise and a proactive approach to solving business challenges.
Key Responsibilities
- Support the annual budgeting, monthly forecasting, monthly reporting’s and long-range planning processes across business functions.
- Develop and maintain financial models to analyse revenue and expenses
- Perform monthly variance analysis by comparing actual results against budget and forecast, identifying key drivers and actionable insights.
- Prepare recurring management reports, dashboards, and presentations for finance leadership and business stakeholders.
- Partner cross functional teams like within Finance & outside Finance like IT, Facilities, Operations, sales etc
- Support month-end and quarter-end close activities by collaborating with accounting and business teams.
Required Skills & Qualifications
- Master's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field.
- 3-4 years of experience in Financial Planning & Analysis (FP&A)
- Experience supporting budgeting, forecasting, financial reporting, and business performance analysis.
- Strong understanding of financial statements, financial planning processes, and key business performance metrics.
- Proficiency in Microsoft Excel, including advanced formulas, pivot tables, financialmodelling, and scenario analysis.
- Experience with BI and visualization tools such as Power BI is a plus.
- Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.
- Excellent communication and stakeholder management skills, with the ability to present financial insights clearly to both finance and non-finance audiences.
- Self-starter with a continuous improvement mindset and strong business acumen.
