Overview
A private equity-backed enterprise technology company is undergoing significant operational transformation and growth initiatives. The organization is investing heavily in building a more strategic, data-driven finance function and is seeking a Financial Analyst focused on Operational Expense (OpEx) and Headcount FP&A. This role offers high visibility supporting executive leadership, operational planning, and organizational forecasting during a period of change and scale.
Responsibilities
- Support monthly forecasting, budgeting, and variance analysis across departmental OpEx and headcount
- Partner directly with executive leaders to refine and evolve departmental forecasts
- Conduct monthly flux reviews and collaborate with Accounting on corrections and accrual support
- Review and approve purchase requisitions and operational spend requests
- Analyze ERP and operational data to identify trends, risks, and opportunities
- Enhance existing rolling forecast models and variance analysis reporting
- Provide visibility into hiring trends, workforce planning, and organizational spend
- Partner cross-functionally with Finance, HR, Recruiting, and operational leadership teams
- Support marketing and R&D leadership with ROI and SaaS margin analysis
- Assist with month-end close support and operational expense validation
- Help evolve executive-level and investor-facing reporting packages
- Translate financial data into actionable business insights and recommendations
Requirements
- 5–10 years of FP&A experience with strong OpEx and headcount planning exposure
- Strong business partnership and communication skills
- Experience supporting budgeting, forecasting, and variance analysis processes
- Advanced Excel skills with integrated financial modeling capabilities
- Ability to work with large datasets and evolving financial processes
- Comfortable operating in fast-paced, ambiguous environments
- Experience partnering cross-functionally with Accounting, HR, Recruiting, and leadership teams
Preferred Qualifications
- Experience in SaaS or technology industries
- Experience in private equity-backed or high-growth companies
- ERP experience such as NetSuite
- Familiarity with Coupa, Tableau, or planning tools such as Pigment
- Experience supporting executive and board-level reporting
Location
This role is based in the United States. Specific location details were not provided.
Compensation & Benefits
Compensation details were not provided.