Senior Analyst, FP&A

Job Title: Senior Financial Analyst, FP&A

Department: North America Finance – Financial Planning & Analysis

Reports To: VP, Financial Planning & Analysis

Position Summary: The successful candidate will support the FP&A team across revenue and expense forecasting, budgeting, reporting, and strategic analysis. This role requires strong Excel skills, attention to detail, and the ability to work cross-functionally with Sales, Operations, Engineering, Accounting, and HR.

Key Responsibilities

Revenue Forecasting & Sales Analytics

• •Maintain revenue forecasting models
• •Analyze bookings, pipeline, backlog, churn, renewals, and margin trends
• •Develop and maintain revenue reporting, dashboards/KPIs using HubSpot and NetSuite
• •Reconcile sales pipeline activity using HubSpot with financial forecasts and management reporting; support reporting automation
• •Maintain quarterly sales commission models, account ownership, commission calculations, and bookings validation
• •Partner with Sales to improve revenue reporting and forecast accuracy

Expense Finance, Capex & Cash Flow

• •Support Operations & Engineering expense planning, monthly variance analysis, run-rate tracking, and forecast updates
• •Support expense budgets, headcount/contractor tracking, accrual inputs, and spend controls
• •Maintain capex tracker, purchase order visibility, project timing, and budget-to-actual review

Month-End, Forecasting & Budgeting

• •Support forecast and budget updates, including risks and opportunities
• •Analyze actual versus budget and forecast performance
• •Partner with Accounting to improve financial accuracy, transparency, and reporting consistency
• •Update salary forecast model; partner with HR; reconcile FTE data

Reporting – MOR, Flash Reports

• •Prepare MOR materials, Flash reports, and executive reporting packages
• •Prepare monthly reporting for Operations and Engineering management
• •Analyze revenue, gross margin, operating expenses, and profitability trends
• Deal Modelling & Strategic Analysis / Ad-hoc
• •Support pricing decisions and contract reviews by evaluating revenue, margin, and cash flow
• •Perform scenario analysis and sensitivity modelling
• •Support strategic initiatives, cost optimization efforts, and ad hoc financial analyses

Prior Experience Required

• •Experience: 3–5 years of experience in FP&A, corporate finance, or financial analysis roles; experience presenting to senior manager and operational leaders
• •Education: Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
• •Industry: Experience in media, technology, or professional services preferred

Technical Skills

• •Advanced Excel skills required
• •Experience with ERP systems (NetSuite preferred) and CRM platform
• •Familiarity with BI/reporting tools (Power BI, Tableau, or similar) a plus
• •Analytical Skills: Strong ability to synthesize large data sets, identify trends, and communicate insights
• •Communication: Ability to present financial information clearly to non-finance stakeholders
• •Collaboration: Proven ability to partner cross-functionally with Sales, Operations, Engineering, HR, and Accounting
• •Attention to Detail: High accuracy in financial modelling, reporting, and variance analysis
• •Time Management: Ability to manage multiple priorities and meet deadlines, especially during budget season (Q3/Q4)