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

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