Financial Planning & Analysis Senior Analyst

In this role, you’ll drive transformational change for a fast-changing, global enterprise by turning financial and operational data into insightful analyses and compelling business cases, while partnering closely with every department and senior leader across the company.

This is an ideal opportunity for a finance professional who can step in quickly, bring structure, and deliver high-quality analyses in a fast-paced environment.

Advanced Financial Analysis:

• Assist with budgeting, forecasting, and cash flow management.
• Prepare monthly financial reporting packages, including KPI and variance analysis.
• Develop financial models and dashboards to drive revenue analysis.
• Evaluate and implement process improvements and FP&A tools for scalability.

Collaboration and Team Support:

• Collaborate with leaders across sales, product, and operations to support strategic decisions.
• Assist in preparing materials for board and investor reporting.
• Serve as a key finance contact in a small, collaborative team environment.

Training and Knowledge Sharing:

• Train and mentor other analysts and operations staff to better utilize data and reporting coming out of their departments.
• Share knowledge and best practices with the finance and accounting team to enhance overall technical expertise.

Requirements

• 4+ years of FP&A experience, experience in tech/SaaS/government contracting preferred.
• Strong financial modeling, reporting, and Excel skills.
• Familiarity with SaaS/technology metrics and investor reporting.
• Comfort working in a small team/startup-like environment with high visibility.
• Bachelor's degree in Finance, Accounting, or related field (MBA/CPA/CFA a plus)

• Proficiency in Windows operating suite.
• Familiarity with financial systems / ERPs and other standard SaaS operating systems (Sage Intacct, Rippling, Salesforce, HubSpot)
• SQL database knowledge – writing queries, troubleshooting, data analysis, performance issues, understanding & interpreting data, etc.

Soft Skills:

• Strong problem-solving and analytical skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively within a team.

Benefits

• Join a dynamic, growing company that is well respected in its industry.
• Competitive salary
• Health plans options including medical, dental, & vision
• 401k (US), RSP (Canada) + company match 
• Flexible PTO policy plus company-paid holidays 
• Benefits options such as health insurance, life insurance, discounts and perks programs
• Generous “work from home” stipend to get you started
• Team events including monthly lunches for everyone, volunteer outings, and quarterly gatherings
• Hybrid employees have access to snacks, beverages and coffee at our Columbus, Ohio office