Key skills
AIAnalyticsSaaSCommunication
About this role
Role Overview
- Design and coordinate annual planning processes with BUs
- Maintain rolling forecasts, budget vs actual commentary, margin analysis, and various adhoc analysis as needed
- Run quarterly operating plan re-forecast calibrations, and champion BU internal needs
- Serve as finance partner to Business Units
- Support hiring plan modeling (in partnership with Talent/HR)
- Translate financial performance into actionable insights
- Help Business Unit teams determine opportunities, risks, and tradeoffs in a principled and structured way
- Design and build operating models for new and existing BUs
- Support investment allocation decisions
- Scenario modeling for growth planning
- Develop dashboards and KPI tracking for internal Business Units and the consolidated Constellation team
- Build scalable and standardized reporting across BUs
- Drive data-driven decision-making
- Identify opportunities to automate reporting
- Integrate AI-driven analytics where appropriate
Requirements
- 5+ years of FP&A experience
- Experience in SaaS, services, holding companies, or venture environments
- Strong financial modeling skills
- Advanced Excel/Sheets capabilities
- Experience with QuickBooks data environments preferred
- High communication skills — able to partner with founder-CEOs
Benefits
- Quarterly travel for offsites