Financial Analyst Consultant (FP&A)

Overview

A global leader in identity security is seeking a strategic Financial Planning & Analysis (FP&A) Analyst to serve as the dedicated finance business partner for the Customer Success organization. This role involves owning financial planning, forecasting, and performance analysis across retention, expansion, and churn metrics. The ideal candidate will translate complex SaaS KPIs—including Net Revenue Retention (NRR), Gross Revenue Retention (GRR), Lifetime Value (LTV), and Customer Acquisition Cost (CAC) payback—into actionable insights that drive leadership decisions and optimize resource allocation.

This position requires a collaborative self-starter with 3–5 years of FP&A experience in a SaaS environment, strong financial modeling skills, and the ability to influence cross-functional stakeholders through data-driven storytelling. It is a highly visible role responsible for elevating market narrative, sharpening competitive differentiation, and driving revenue growth across enterprise and mid-market segments worldwide.

Responsibilities

• Partner with sales operations to prepare monthly business outlooks.
• Track deal status and collaborate with sales, pricing, legal, and product teams to drive deal closure.
• Assist in the financial planning process to set accurate annual revenue and expense targets.
• Provide approvals for special pricing, payment terms, and related requests.
• Participate in quarterly close and monthly forecast processes alongside FP&A.
• Produce KPI dashboards to monitor business performance.
• Lead analysis of business performance drivers and business case initiatives.
• Manage or contribute to additional projects, assignments, or initiatives as assigned by management.

Requirements

• MBA or undergraduate degree in an analytics-related field.
• 5-10 years of experience in finance and/or the software industry.
• Strong proficiency with Microsoft Office suite; Salesforce experience is a plus.
• Excellent written and verbal communication skills.
• Demonstrated ability to work effectively cross-functionally at all organizational levels, particularly with executive sales management.

Compensation & Benefits

Details regarding compensation and benefits will be provided during the recruitment process.

Location

This role supports a global business unit; specific location details will be discussed with candidates during the hiring process.