Senior FP&A Analyst
Job Summary
As a Senior FP&A Analyst, you will manage company-wide financial planning and forecasting processes to drive strategic insights. You will lead revenue modeling and cash flow analysis while leveraging AI and automation to enhance operational efficiency. The role requires collaboration with cross-functional finance teams to support executive and Board-level decision-making.
Responsibilities
- Lead revenue forecasting and planning
- Develop financial models and reporting
- Drive automation and AI integration in workflows
- Partner with cross-functional finance teams
- Prepare insights for executive and Board reviews
Required Skills
- Corporate FP&A experience
- SaaS revenue metrics expertise
- Financial modeling proficiency
- AI and automation tools knowledge
- Clear communication and stakeholder management
Job Details
### Responsibilities
- Lead revenue forecasting and planning work across core revenue components, including annual recurring revenue, churn, and expansion.
- Develop financial models, reporting, and analysis that support Corporate FP&A deliverables for finance leadership.
- Drive process improvements across close and planning workflows, with a focus on automation, AI-enabled analysis, and faster access to source data.
- Partner closely with finance teams such as accounting and compensation to support shared planning and reporting needs.
- Prepare clear commentary and insights for leadership reviews, including work that informs CFO, board, and audit committee discussions.
- Evaluate current workflows and identify opportunities to replace manual file management with more scalable, automated approaches.
- Use sound business judgment to connect revenue model outputs to broader financial and operational context.
- Communicate progress, risks, assumptions, and open questions clearly in a fast-moving environment with quick turnaround times.
### Qualifications
- Experience in corporate financial planning and analysis with ownership of revenue forecasting, planning, or related financial modeling.
- Knowledge of SaaS revenue concepts, with working understanding of annual recurring revenue, churn, expansion, and how these drivers affect company performance.
- Ability to build and improve models while keeping accuracy, clarity, and business usefulness at the center.
- Experience using automation in finance workflows, along with curiosity about applying AI tools such as Claude, Gemini, or similar technologies to analysis and process improvement.
- Judgment to distinguish between basic task automation and more advanced, scalable approaches that improve how work gets done.
- Communication skills that support direct, transparent updates, thoughtful questions, and effective collaboration across finance partners.
- Comfort working in a high-stakes, fast-paced environment that requires resilience, adaptability, and strong follow-through.