Finance Business Partner

Overview

This role involves serving as a Finance Business Partner, a senior individual contributor and strategic finance advisor to the Senior Director of Finance and key business stakeholders. The position bridges operational execution and strategic advisory work, with ownership across comprehensive P&L analysis, complex financial modeling, cash flow forecasting, and ad hoc financial analyses.

Responsibilities

Business Partnership & Strategic Support

• Partner with functional leaders and business unit stakeholders to drive financial decision-making on budgeting, forecasting, and performance management
• Provide independent financial analysis on key strategic initiatives, including deal structuring, pricing analysis, and cost optimization opportunities
• Participate in executive meetings as needed to provide financial perspective on business decisions and operational performance
• Translate complex financial data and modeling results into clear narratives for leadership and non-finance stakeholders
• Support the Senior Director in identifying financial risks and opportunities across the organization

Full P&L Ownership & Financial Modeling

• Own comprehensive P&L analysis and reporting across assigned functional areas and/or business units, including revenue, expenses, and profitability trending
• Develop, build, and maintain detailed financial models to support budgeting, forecasting, scenario planning, and ad hoc business analyses
• Lead P&L reviews, variance analysis, and performance commentary that clearly articulate business drivers and financial performance
• Build and refine financial dashboards and reporting frameworks that provide real-time visibility into key performance metrics
• Perform detailed cash flow forecasting and liquidity analysis; support covenant compliance and debt management reporting
• Manage functional or business unit budgets, including budget build support, quarterly reforecasting, and plan-to-actual tracking

Monthly & Quarterly Reporting

• Own the monthly and quarterly financial reporting cadence for assigned areas, including preparation of variance reports and board-ready presentations
• Ensure accuracy and timeliness of financial close activities for assigned areas; support month-end close process and reconciliation reviews
• Prepare management reporting packages and variance commentary that clearly communicate performance drivers to leadership
• Maintain internal controls and ensure data integrity across financial analyses and reports

Operational Finance Support

• Support headcount planning, compensation analysis, and cost optimization initiatives with modeling and analysis
• Assist with M&A due diligence and post-acquisition integration activities as assigned
• Provide ad hoc financial analysis and modeling support for cross-functional projects and strategic initiatives
• Use financial platforms (e.g., NetSuite, JustPerform) and AI-powered tools to enhance reporting, analytical efficiency, and decision-making
• Review financial analyses and work product for accuracy, methodology, and clarity
• Contribute to process improvement initiatives that enhance team efficiency and analytical capability

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive experience in FP&A, financial analysis, accounting, or finance business partner roles, with demonstrated experience building and owning comprehensive P&L analyses
• Advanced proficiency in Microsoft Excel and financial modeling; demonstrated ability to build, maintain, and communicate complex models independently
• Strong understanding of financial statements, GAAP accounting principles, and business finance concepts
• Proficiency with ERP systems (NetSuite preferred) and financial reporting/planning tools
• Exceptional analytical skills with the ability to identify trends, root causes, and opportunities in large datasets
• Strong written and verbal communication skills; ability to present financial information clearly to both finance and non-finance audiences
• Demonstrated track record of independent execution and ownership of financial analyses from conception to delivery

Preferred

• 6+ years of experience, including time in an FP&A or finance business partner role in a SaaS or software company
• Experience with private equity-backed companies and PE reporting requirements
• Familiarity with EPM/financial reporting platforms comparable to insightsoftware
• CPA or MBA
• Prior experience with headcount planning, cost structure optimization, or M&A financial analysis
• Experience coaching or mentoring junior financial team members
• Familiarity with planning and forecasting tools (e.g., Anaplan, JustPerform, Adaptive Insights)
• Demonstrated experience using AI tools to enhance analytical capabilities and improve productivity
• Comfort with regular AI usage as an integral part of financial analysis and modeling workflows

Compensation & Benefits

• Salary range in United States of America: $111,000.00 to $139,000.00 USD Annual
• For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.
• Your specific offer within this range will be determined by your skills, experience, and qualifications.

Location

United States of America

Additional Information

• All information will be kept confidential according to EEO guidelines.
• Background checks are required for employment with the employer, where permitted by country, state/province.
• Equal employment opportunity is provided regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law.