Senior Financial Analyst – FP&A

We are seeking a highly skilled and motivated Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. This individual will play a critical role in driving financial insights, planning, and reporting for our growing SaaS organization. The ideal candidate will have a strong background in financial analysis, deep experience with SaaS business models, and expertise in administering Workday Adaptive Planning.

What your impact will be:

• Financial Planning & Analysis:
• Participate and lead specific aspects of the annual budgeting and quarterly forecasting processes.
• Develop and maintain dynamic financial models to support strategic decision-making.
• Analyze key financial and operational metrics, delivering actionable insights to leadership.
• Reporting & Dashboards:
• Build and maintain financial reports, dashboards, and key performance indicators (KPIs) in Workday Adaptive Planning.
• Prepare and present monthly and quarterly financial packages for senior leadership and stakeholders.
• Conduct variance analysis, identifying trends and drivers behind performance deviations.
• SaaS Financial Modeling:
• Support subscription-based revenue forecasting, customer lifetime value (CLTV), churn, and retention analyses.
• Collaborate with cross-functional teams (e.g., Sales, Product, and Operations) to align financial forecasts with business strategies.
• Monitor and evaluate the financial impact of SaaS-specific metrics such as Annual Recurring Revenue (ARR).
• Serve as the Workday Adaptive Planning administrator, managing user access, model updates, and system configurations and optimization.
• Partner with IT/HR/Sales to optimize Adaptive Planning functionality and integration with other systems. (Salesforce and Workday HCM)
• Process Improvement:
• Identify opportunities to improve FP&A processes, tools, and workflows for increased efficiency and accuracy.
• Drive automation and scalability initiatives to support the company’s growth.

What you will bring:

• Experience: 4-6 years of experience in FP&A or a related financial analysis role, preferably within a SaaS or technology environment.
• Technical Skills:
• Advanced proficiency with Workday Adaptive Planning as an administrator (certification preferred).
• Strong Excel and financial modeling skills; experience with other BI tools (e.g., Tableau, Power BI) is a plus.
• Industry Expertise: Solid understanding of SaaS metrics, subscription-based revenue models, and unit economics.
• Analytical Mindset: Demonstrated ability to analyze complex data sets and translate them into meaningful insights and recommendations.
• Communication Skills: Strong written and verbal communication skills, with the ability to present financial data to non-financial stakeholders.
• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CPA is a plus).

What will give you an edge:

• Expert level in Excel and familiarity with Google Sheets
• Familiarity with NetSuite.
• Familiarity with Salesforce
• Experience working in high-growth SaaS or technology companies.
• Demonstrated success in cross-functional collaboration and influencing without authority.