Financial Planning Analyst

Position: FP&A Analyst

Employment Set up: 100% Remote

Employment Type: Independent Contractor

Shift Schedule: US Time Zone / Graveyard Shift

About the role

This role will drive financial visibility, operational insights, and scalable reporting processes, a fast-growing, private equity-backed cybersecurity and managed IT services firm. Partnering closely with functional leaders across the organization, the FP&A Analyst will initially focus on client's monthly reporting cycle, producing close deliverables, variance analysis, and KPI reporting across the managed services, cybersecurity advisory, and cloud security business lines. The role will then move on to supporting business performance analysis, strategic decision-making, and forecasting capabilities as client continues to scale through organic growth and strategic acquisitions.

RESPONSIBILITIES:

• Support monthly financial reporting and analysis, including variance analysis versus forecast, budget, and prior year performance across client's managed services, cybersecurity advisory, and cloud security business lines
• Partner with leaders across sales and client success to understand performance drivers, identify risks and opportunities, and improve accountability to financial targets
• Develop, maintain, and enhance KPI reporting to provide visibility into key metrics including gross revenue retention (GRR), net revenue retention (NRR), recurring revenue, and service utilization
• Support the annual budget, quarterly forecast, and long-range strategic planning processes in partnership with the CFO.
• Prepare executive-level reporting packages and presentations for leadership
• Drive continuous improvement in financial reporting processes, tools, and data quality
• Leverage Power BI to build and maintain dashboards that provide real-time visibility into financial and operational performance
• Leverage AI and modern analytics tools to streamline reporting, improve forecasting accuracy, and enhance business decision support
• Perform ad hoc financial analysis to support strategic initiatives, pricing, margin improvement, and business investments — including M&A integration support as client continues to grow through acquisitions
• Partner with the accounting team to ensure alignment between financial reporting, forecasting assumptions, and business performance
• Assist in development of business cases and financial models for new service offerings, go-to-market investments, and operational initiatives
• Support development of scalable reporting and analytics capabilities to meet the needs of a growing, acquisitive organization

COMPETENCIES/EXPERIENCE:

• (Mandatory) Demonstrated ability to partner effectively with cross-functional business leaders in a professional services or technology environment
• (Mandatory) Strong communication skills with the ability to translate financial data into clear, actionable business insights for non-finance stakeholders
• (Mandatory) Ability to operate with a high degree of ownership and accountability in a fast-paced, evolving environment
• (Mandatory) Continuous improvement mindset with comfort navigating change and ambiguity

REQUIREMENTS:

• (Mandatory) Bachelor's degree in Finance, Accounting, Economics, or related field
• (Mandatory) Minimum of 3–5 years of progressive experience in FP&A, finance, or related analytical roles
• Mandatory) Strong financial modeling, analytical, and problem-solving capabilities
• (Mandatory) Advanced Excel skills with the ability to work with large and complex datasets
• (Mandatory) Proficient in ERP/accounting systems such as NetSuite or Microsoft Dynamics including report or saved search authoring
• (Mandatory) Demonstrated success improving financial reporting processes or supporting system implementations
• (Mandatory) Experience leveraging AI or automation tools to improve finance processes and reporting capabilities
• (Nice to Have) Experience within professional services, technology, managed services, or SaaS environments preferred
• (Really Nice to Have) Proficiency in Power BI — ability to build, maintain, and enhance dashboards and reports independently

PREFERRED QUALIFICATIONS:

• (Really Nice to Have) MBA, CPA, CMA, or other advanced financial certification preferred
• (Really Nice to Have) Experience supporting recurring revenue business models with metrics such as ARR, GRR, and NRR
• (Mandatory) Familiarity with Microsoft 365 and the broader Microsoft ecosystem a plus