Support the Company’s budgeting, forecasting, and long-range planning processes.
Build and maintain financial models, forecasts, and scenario analyses.
Prepare monthly variance analysis and performance reporting for management.
Analyze revenue, margin, operating expenses, and key business drivers.
Translate financial results into clear, concise insights for leadership.
Own recurring reporting on sales performance, pipeline, bookings, and conversion metrics.
Develop and maintain dashboards and analysis related to: pipeline health and velocity, win rates and sales cycle performance, new business vs. expansion revenue, rep productivity and territory performance.
Partner with Sales leadership to ensure data accuracy and meaningful interpretation.
Align sales activity with financial forecasts and performance expectations.

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Minimum of 3 years of experience in FP&A, financial analysis, or a related role.
Experience in a SaaS or subscription-based business strongly preferred.
Working knowledge of revenue models, forecasting, and financial statements.
Experience working with CRM data (e.g., Salesforce) and financial systems (e.g., NetSuite) preferred.
Advanced Excel skills; experience with Power BI or similar tools.

Financial Planning & Analysis Analyst

Key skills