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Responsibilities and deliverables
About the Role
We are seeking a collaborative and analytical Financial Planning & Analysis (FP&A) Analyst to join our finance team. This role will be pivotal in providing strategic financial insights and support to our Go-To-Market (GTM) and Product teams, driving performance, profitability, and growth.
Key Responsibilities
* Serve as the primary finance business partner to Sales and Post-Sales leaders, providing comprehensive financial planning, budgeting, and forecasting support.
* Develop detailed financial models and conduct in-depth analysis on sales productivity, customer retention, and post-sales efficiency initiatives.
* Build and refine subscription revenue forecasts, tracking key metrics such as attrition, lifetime value (LTV), and revenue per customer.
* Collaborate closely with Sales Operations, Customer Success Operations, and Accounting to ensure accurate tracking of revenue, commissions, and departmental expenses during month-end and quarter-end close.
* Identify process improvement opportunities and present actionable insights to senior leadership to drive strategic decision-making.
Required Qualifications
* 5+ years of relevant experience in corporate finance, preferably in a high-growth or data-driven environment.
* Advanced proficiency in financial modeling, planning, forecasting, and large-scale data analysis.
* Proven track record in optimizing financial reporting processes and improving financial outcomes.
* Hands-on experience with budgeting and forecasting tools, ideally Adaptive Insights.
* Strong understanding of accounting processes related to monthly and quarterly close cycles.
* Excellent communication and presentation skills with the ability to explain complex financial concepts to cross-functional teams.
Preferred Qualifications
* Experience in Software-as-a-Service (SaaS) or FinTech industries.
* Prior collaboration with Go-To-Market (GTM) teams on budgeting and performance analysis.
* Proactive, detail-oriented mindset with a focus on continuous improvement.
* Strong interpersonal skills and ability to thrive in a team-oriented, hybrid environment.
Interview Process
* Round 1: Interview with the Hiring Manager (via Zoom)
* Round 2: Discussion with a team member (via Zoom)
Key Skills
* Financial Modeling
* Budgeting & Forecasting
* Data Analysis & Reporting
* Adaptive Insights (Nice to Have)
* Stakeholder Collaboration
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