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, ensuring new entities are seamlessly folded into our global reporting structure.

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.

Senior Financial Planning Analyst

Key skills