Senior Financial Planning Analyst

Job Summary:

The Senior Financial Planning Analyst is responsible in providing strategic financial planning, analysis, and executive-level decision support. This role partners closely with senior leadership to deliver financial insights, forecasting, and performance reporting while supporting executive coordination on finance initiatives.

Job Description:

• Leads budgeting, forecasting, and long-range financial planning activities.

• Develops financial models and conducts variance analysis to support strategic decisions.

• Prepares KPI dashboards, performance reports, and business insights for leadership.

• Creates executive-level presentations and financial summaries for senior stakeholders.

• Supports executive planning by coordinating strategic finance discussions and meetings.

• Manages finance-related calendars, priorities, and key operational communications.

• Partners with cross-functional teams to align financial plans with business objectives.

• Drives continuous improvement in reporting, financial processes, and data accuracy.

• Supports executive decision-making through timely and actionable financial analysis.

Qualifications:

• Experience working in Technology, IT, SaaS, or Professional Services.
• Experience in financial planning, budgeting, forecasting, and variance analysis.
• Strong FP&A skills, including trend analysis, financial data ownership, scenario/what-if analysis, forecasting, and budgeting.
• Strong financial modeling and analytical skills.
• Excellent written and verbal communication skills, including C-suite and Board reporting.
• Strong stakeholder management and cross-functional collaboration skills.
• Ability to manage competing priorities and tight deadlines.
• Experience with ERP systems; Acumatica is preferred.
• Proficiency in Microsoft Excel and familiarity with AI-powered applications.

Screening Criteria:

• Bachelor's degree in Finance, Accounting, or a related field.
• Previous experience in a Technology or IT company.
• Minimum of five (5) years of experience in FP&A, financial analysis, or finance business partnering, with leadership/stakeholder experience.
• Experience in financial planning, budgeting, forecasting, and variance analysis.
• Experience using ERP systems or financial tools.
• Experience working with SaaS and/or Professional Services businesses.
• Proficiency in Microsoft Excel and AI-powered applications.
• Must have stable employment history.