Senior Financial Analyst – FP&A

This is a fully remote position, open to applicants in Texas.

📋 Description

• Take ownership of the annual operating plan and rolling forecast processes for designated business units, which encompass OpEx, headcount, and revenue elements.

• Create and sustain driver-based financial models that link operational assumptions to P&L results.

• Generate monthly and quarterly budget versus actual analysis along with variance explanations and suggested actions.

• Formulate subsequent-period reforecasts based on actual trends, pipeline indicators, and operational modifications.

• Relay forecast updates to FP&A leadership and stakeholders within business units.

• Act as the main finance contact for the assigned business units.

• Establish productive relationships with leaders and teams in business units and functional areas.

• Convert financial outcomes into actionable operational insights and transform operating plans into financial models.

• Spot analytical opportunities, such as ROI assessments, pricing and discount-rate modeling, product-margin evaluations, customer-cohort economics, and long-term planning.

• Assist in the preparation of monthly and quarterly management reporting packages, board presentations, and performance summaries for investors.

• Engage in FP&A process automation, tool implementation, and initiatives aimed at continuous improvement.

• Aid in the adoption and optimization of Adaptive Insights, NetSuite, and Salesforce data flows within the FP&A reporting framework.

• Create and uphold standardized templates, data dictionaries, and model documentation.

• Work collaboratively with Accounting on month-end and quarter-end closing activities, encompassing accrual inputs, headcount reconciliation, and flux analysis.

• Ensure that management reporting aligns with GL actuals and proactively address any discrepancies.

⛳️ Requirements

• 5–10 years of experience in FP&A, corporate finance, or financial planning, particularly within a software, SaaS, or technology company.

• Proven expertise in constructing driver-based financial models in Excel from the ground up.

• Experience in creating budget versus actual packages and variance narratives for senior leadership review.

• Advanced Excel capabilities, including modeling, pivot tables, index/match, and dynamic arrays.

• Proficient in PowerPoint for developing financial presentations.

• Capacity to handle multiple concurrent workstreams with conflicting deadlines while maintaining accuracy and analytical integrity.

• A Bachelor's degree in Finance, Accounting, Economics, or a related discipline is required.

• An MBA is advantageous but not mandatory.

• Preferred: familiarity with Adaptive Insights, NetSuite, and Salesforce in an integrated FP&A context.

• Preferred: understanding of SaaS and subscription business model metrics and/or consumption-based revenue models.

• Preferred: knowledge of data center infrastructure environments from a cost or revenue standpoint, or a willingness to quickly acquire that domain expertise.

🏝️ Benefits

• Establish the observability foundation for the AI cloud era by collaborating directly with leading GPU cloud operators, NeoClouds, sovereign clouds, and AI-first enterprises.

• Work alongside a world-class, distributed team dedicated to transparency and technical excellence.

• Influence the product narrative and contribute to the success of go-to-market strategies.