Lead the annual budgeting and monthly forecasting cycles for G&A functions to ensure departmental resources and headcount align with company-wide financial targets.
Build sophisticated, scalable models to evaluate new business initiatives, cost-saving opportunities, and the ROI of long-term strategic investments.
Synthesize complex datasets into clear, concise presentations that translate financial metrics into strategic recommendations for the leadership team.
Partner with cross-functional teams to automate reporting workflows and enhance the data integrity of our ERP and financial planning tools.
Oversee end-to-end financial workstreams, ensuring all stakeholders are aligned on project milestones and fiscal objectives.

3+ years of experience in high-growth corporate finance, investment banking, or management consulting.
Prior experience working within the technology or SaaS sector, demonstrating an understanding of industry-specific financial drivers.
Advanced expertise in Excel (complex modeling and data manipulation) and experience navigating ERP or EPM systems (e.g., NetSuite, Workday Adaptive Planning).
A proven track record of managing large-scale data projects and maintaining high accuracy while meeting tight deadlines.
A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.

Finance Planning & Analysis Analyst, FP&A

Key skills