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)
