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Posted Apr 23, 2026

Senior Financial Planning Analyst

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Job Description: • Build, maintain and evolve the "Three-Statement" rolling forecast (Income Statement, Balance Sheet and Cash Flow) • Lead the annual budgeting process, monthly variance analysis and maintain a 12-month rolling cash forecast to monitor net burn and capital efficiency • Oversee financial consolidation and reporting across multiple global entities • Manage the global vendor ecosystem and renewal calendar, partnering with internal POCs to initiate negotiations 60–90 days prior to expiration to maximize leverage and budget alignment • Serve as the "source of truth" by linking data across our tech stack, including the General Ledger (Xero), CRM (HubSpot), and Billing systems • Track and analyze critical SaaS KPIs (CAC, LTV, Magic Number, Net Retention) • Support the SVP of Finance in preparing monthly and quarterly Board of Directors decks, translating metrics into actionable strategic narratives • Assist in the due diligence and financial integration of "tuck-in" acquisitions Requirements: • 3–5 years of FP&A experience, specifically within the SaaS or software sector • Proven ability to influence non-finance stakeholders and "coach" internal leads through budget management and vendor negotiations • Proven experience working in companies with multiple international subsidiaries and a comfort level with multi-currency environments • Advanced Excel skills are a must • Experience with Xero, HubSpot, Looker, and G Suite are preferred • Ability to translate complex financial data into a narrative that non-finance stakeholders (Sales, Engineering, Product) can understand • Experience with NetSuite or similar mid-market ERPs • Knowledge of ASC 606 revenue recognition standards Benefits: • 401k with 4% matching • Health, dental and vision insurance • 25 days paid time off • 1 additional day off for your birthday • 3 days off for volunteering • Paid sick leave
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