Senior Financial Analyst, FP&A

Revenue Modeling • Cost Control • Forecasting • Financial Systems

POSITION SUMMARY
We are seeking a highly analytical and commercially minded Senior Financial Analyst, FP&A to join our Finance team. This role will be a key contributor to the company’s financial planning and forecasting processes, with particular responsibility for revenue modeling, cost control, expense forecasting, and financial systems. The ideal candidate brings 5–10 years of relevant finance experience, strong financial modeling skills, and the ability to translate operating and commercial drivers into actionable financial forecasts. Experience with sales commission planning and administration is a strong plus.

Key Responsibilities

Revenue Planning & Forecasting

· Build, maintain, and enhance detailed topline revenue models incorporating key business and commercial drivers.

· Develop revenue forecasts across monthly, quarterly, and annual planning cycles.

· Partner with Sales and other business leaders to understand pipeline, bookings, customer activity, pricing, renewals, and other relevant revenue drivers.

· Perform actual-to-budget and actual-to-forecast analysis and clearly explain key revenue variances.

· Develop scenario and sensitivity analyses to support management decision-making and continuously improve forecast accuracy.

Cost Control & Forecasting

· Own and maintain detailed operating expense and cost forecasts across departments and cost centers.

· Partner with functional leaders to understand hiring plans, vendor spending, discretionary costs, and other key cost drivers.

· Monitor actual spending against budget and forecast, identify risks and opportunities, and recommend corrective actions where appropriate.

· Support headcount and compensation forecasting in partnership with Finance and HR.

· Develop clear reporting on cost trends and underlying business drivers while strengthening cost ownership across the organization.

FP&A & Management Reporting

· Support the annual budget, periodic reforecasting, and long-range planning processes.

· Prepare monthly and quarterly financial analyses for senior management.

· Develop KPI reporting that connects operational performance to financial outcomes.

· Provide insightful variance analysis across revenue, operating expenses, EBITDA, headcount, and other key financial metrics.

· Support ad hoc financial analysis and business cases for strategic and operational decisions.

Financial Systems & Process Improvement

· Serve as a strong financial systems user and improve the quality, efficiency, and scalability of FP&A processes.

· Work effectively across ERP, planning, CRM, BI, and reporting platforms.

· Improve automation and integration of financial and operational data used in planning and forecasting.

· Identify opportunities to reduce manual processes and strengthen data integrity and reporting controls.

· Apply advanced Excel skills and experience with tools such as NetSuite, Salesforce, Power BI, Adaptive Planning, Anaplan, Planful, or similar platforms.

Commission Planning & Administration

· Experience supporting sales commission planning, calculation, or administration is a strong plus.

· Assist with modeling commission structures and forecasting commission expense.

· Partner with Sales Operations, Finance, and HR to validate commission-related data and calculations.

· Help develop scalable processes and controls around commission calculations and reporting.

Qualifications

· 5–10 years of progressive experience in FP&A, corporate finance, financial analysis, or a related discipline.

· Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

· Strong understanding of financial statements and the relationship between the P&L, balance sheet, and cash flow.

· Demonstrated experience developing sophisticated revenue and cost forecasting models.

· Advanced Microsoft Excel skills, including the ability to build driver-based financial models from the ground up.

· Strong financial systems aptitude and comfort working with large datasets from multiple systems.

· Experience with ERP, planning, CRM, and/or BI tools.

· Strong business partnering skills and the ability to communicate complex financial information clearly and concisely.

· Detail-oriented, commercially aware, and able to operate effectively in a fast-paced environment with changing priorities.

Preferred Qualifications

· Experience in a software, SaaS, technology, or recurring-revenue business.

· Experience with sales commissions, compensation planning, or commission administration.

· Experience with NetSuite and/or Salesforce.

· Experience implementing or improving FP&A or planning systems.

· Understanding of recurring revenue metrics and commercial KPIs.

· Experience in a private equity-backed or similarly performance-focused environment.