Senior Financial Planning Analyst

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

📋 Description

• Take charge of the marketing financial rhythm for the business, encompassing annual planning, quarterly forecasts, monthly close reviews, and reporting to executives.

• Collaborate with VPs and senior marketing leaders to assess investment opportunities and make resource allocation decisions.

• Create forecasting models to analyze pipeline generation, conversion rates, customer acquisition costs (CAC), payback periods, and revenue sourced from marketing.

• Lead the annual budgeting and headcount planning processes for global marketing teams.

• Provide monthly variance analyses that highlight key drivers affecting spending, productivity, and overall business performance.

• Develop scenario analyses for demand generation strategies, market expansion initiatives, digital marketing campaigns, events, and partner programs.

• Establish KPI dashboards and performance metrics to enhance accountability and improve decision-making.

• Present executive-ready insights and recommendations to finance and marketing leadership.

• Facilitate process enhancements, automation, and maintain data integrity across financial and operational datasets.

• Act as the main finance business partner for the Marketing organization, overseeing the financial rhythm of a SaaS software firm.

⛳️ Requirements

• Over 5 years of progressive experience in FP&A, corporate finance, or strategic finance.

• Expertise in advanced financial modeling that encompasses topline demand generation metrics and operational expenses.

• Experience in collaborating with executive-level stakeholders and influencing decisions using financial analysis.

• Proven track record in managing planning, forecasting, and business review processes.

• Preferably experienced in supporting Marketing, Revenue, GTM, Demand Generation, or Commercial organizations.

• Background in SaaS, cloud software, enterprise software, subscription-based businesses, or technology firms is preferred.

• Excellent interpersonal communication skills.

• Capability to convert complex financial and operational data into actionable business insights.

• Ability to influence decisions through effective communication, executive presentations, and data-driven insights.

• Strong project management skills, with the ability to organize and maintain accountability across multiple priorities.

• Advanced proficiency in Excel modeling, financial forecasting, and scenario analysis.

• Familiarity with Power BI, Tableau, or other business intelligence tools.

• Ability to work with SQL, large datasets, and automation tools.

• Must reside in Colombia.

🏝️ Benefits

• Resources for career development.

• Programs focused on wellbeing.

• Practices that promote innovation.

• A culture that values inclusivity in the workplace.

• Support for employee initiatives and giving campaigns.

• Opportunities to participate in community initiatives.