Senior Financial Planning Analyst
Job Description:
• 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
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• 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
Apply tot his job
Apply To this Job