Senior FP&A Analyst

This is a fully remote position, open to applicants in United States, +2 more locations.

📋 Description

• Serve as a reliable finance business partner to leaders throughout the organization.

• Clarify performance by linking changes in revenue, costs, headcount, and KPIs to commercial activities.

• Deliver analysis and recommendations for investment opportunities, pricing strategies, and strategic initiatives.

• Act as the FP&A liaison for UK and European stakeholders during European working hours.

• Represent the FP&A team to senior stakeholders and assist the team in the absence of the Director, FP&A.

• Manage monthly and quarterly forecasting, taking ownership of inputs, assumptions, and commentary.

• Develop and sustain models for recurring revenue, backlog, ARR, ACV, churn, retention, costs, headcount, and long-term planning.

• Assist with annual planning and identify potential risks and opportunities.

• Oversee management reporting and dashboards, providing clear narratives.

• Analyze variances, trends, risks, and opportunities related to revenue, operating expenses, headcount, and KPIs.

• Collaborate with Accounting to ensure accurate and consistent reporting.

• Directly query finance and operational data.

• Create and maintain automated reporting using Power Query, Power BI, and Power Automate.

• Design agentic workflows to minimize manual effort in reporting and forecasting.

• Leverage AI in daily analysis and enhance the FP&A team's data and AI capabilities.

• Promote continuous improvements in efficiency, quality, and capabilities.

• Mentor and nurture junior FP&A team members.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field, or a qualified/part-qualified accountant (ACA, ACCA, CIMA).

• 4-6 years of progressive experience in FP&A, financial analysis, or strategic finance.

• Strong commercial insight and a proven ability to influence decision-making.

• Advanced skills in Excel and financial modeling.

• Solid understanding of accounting principles and financial statements.

• Experience working with large datasets and advanced data querying, including SQL, Power Query / M, or equivalent.

• Practical experience with Microsoft Power Platform, including Power BI, Power Query, and Power Automate.

• Hands-on experience integrating AI into finance workflows.

• Strong communication skills to convey insights and influence at a senior level.

• Ability to thrive in a fast-paced, high-growth environment and drive continuous improvement.

• Capability to work independently within a distributed, cross-time-zone team.

• Desirable: experience as a senior or lead analyst, mentoring, or stepping in for a finance lead.

• Desirable: experience in building AI agents or agentic workflows using Copilot Studio, Power Automate, Claude, or Python-based agents.

• Desirable: familiarity with Workday Adaptive Planning or similar EPM/planning tools.

• Desirable: experience with Python or similar scripting for data manipulation.

• Desirable: background in the SaaS or technology sector, including ARR, ACV, churn, backlog, and project/services revenue recognition.

🏝️ Benefits

• Flexible paid time off, encompassing sick leave and holidays.

• Comprehensive medical, dental, and vision insurance.

• Flexible spending accounts.

• Life insurance and disability benefits.

• Tuition assistance.

• Opportunities for community involvement and volunteer events.

• Bonus opportunities.