Financial Analyst, FP&A – Opex

Overview

This role is part of the FP&A team at a video technology organization currently in active post-merger integration. The Financial Analyst will focus on operating expenses, headcount planning, forecasting, and functional finance partnership.

You will work as a day-to-day finance partner to assigned functional leaders and budget owners, providing visibility into financial performance and helping teams manage budgets and resources effectively. The position involves hands-on budget versus actual analysis, operating expense and headcount forecasting, spend tracking, and support for broader planning and reporting processes.

Responsibilities

Opex Planning & Forecasting

• Support the annual operating plan, quarterly reforecasts, and long-range planning for assigned functions.
• Develop and maintain operating expense and headcount forecasts in partnership with functional leaders.
• Consolidate financial inputs, validate assumptions, and identify risks and opportunities against plan.
• Support scenario modeling and ad-hoc analysis to inform resource and spending decisions.

Functional Finance Partnership & Budget vs. Actual (BvA)

• Serve as the primary day-to-day Finance partner for assigned functional areas.
• Prepare monthly budget versus actual analysis, identifying key drivers, trends, and variances.
• Partner with budget owners to understand results and develop clear financial commentary.
• Track spending against approved budgets and provide visibility into current and projected performance.
• Support Finance approval processes for headcount requisitions, purchase requests, and other spend commitments.

Headcount & Spend Management

• Maintain detailed headcount plans, including new hires, vacancies, backfills, and organizational changes.
• Partner with the People team to reconcile headcount assumptions and ensure alignment between workforce and financial plans.
• Monitor vendor and discretionary spend against approved budgets.
• Support integration and one-time cost tracking as applicable.

Reporting & Analysis

• Prepare recurring financial reports and dashboards for assigned functions.
• Support monthly management reporting and consolidation activities.
• Partner with Accounting during month-end close to ensure accurate expense reporting, accruals, and coding.
• Identify opportunities to simplify and automate recurring reporting and FP&A processes.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 2–5 years of relevant experience in FP&A, corporate finance, accounting, or financial analysis.
• Strong financial analysis and modeling skills, with an understanding of P&L and operating expense management.
• Advanced Excel skills; experience with enterprise planning and ERP systems required.
• Strong attention to detail and the ability to translate financial data into clear business insights.
• Effective communication and business partnership skills.
• Experience in a private equity-backed environment is preferred; involvement in complex post-merger integrations is a plus.
• Familiarity with Adaptive Planning or similar financial planning tools is advantageous.

Preferred Qualifications

• Experience in a private equity-backed environment.
• Involvement in complex post-merger integrations.
• Familiarity with Adaptive Planning or similar financial planning tools.

Compensation & Benefits

• Competitive compensation package
• Comprehensive benefits package
• Wellbeing program
• Ongoing training and professional development opportunities
• Collaborative and dynamic work environment
• Flexible work arrangements, including remote work options

Location

• Canada Remote or the UK