Overview
This role is for a Senior Analyst in Financial Planning & Analysis (FP&A) supporting the Product, Technology & Analytics organization. It is a remote position open to candidates in the US or Canada. The Senior Analyst will report to the Finance Director or FP&A leadership.
Responsibilities
- Lead budgeting, planning, forecasting, reporting, and financial performance management for key areas within Product, Technology & Analytics.
- Develop and enhance financial models, KPI dashboards, reporting tools, and planning frameworks to improve executive visibility and support data-driven product investment decisions.
- Utilize BI tools (such as Tableau, Power BI), SQL, and financial systems to deliver accurate, scalable reporting on technology and product spend, investment performance, and key business drivers.
- Provide insights and recommendations to product and engineering leaders regarding budget performance, variance drivers, forecast risks and opportunities, investment trade-offs, and cost optimization.
- Prepare monthly and quarterly executive and board-level materials, translating complex financial and operational data into clear narratives for senior leadership.
- Collaborate cross-functionally with product managers, data scientists, and engineers to align roadmap planning, investment priorities, and resource allocation.
- Identify and implement process improvements and automation opportunities, including leveraging AI tools and data automation to enhance forecast accuracy and planning efficiency.
- Conduct ad hoc financial analyses and special projects for FP&A leadership, CFO, and product and technology leadership, including framing business questions, building analyses, and communicating actionable recommendations.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or a related analytical discipline.
- 5-8 years of experience in Finance, Accounting, FP&A, corporate finance, product/technology operations, or a related analytical role.
- Experience supporting executive, product, and technology leadership is strongly preferred.
- Experience in SaaS/technology companies and private equity portfolio company environments is strongly preferred.
- Proficiency in Excel and PowerPoint, including pivot tables, lookups, and structured financial analysis.
- Familiarity with BI tools such as Tableau or Power BI is a strong plus.
- Strong analytical and problem-solving skills with attention to detail.
- Demonstrated ability to lead financial planning processes, create analytical frameworks, influence cross-functional stakeholders, and translate data into executive-level recommendations.
- Ability to communicate financial concepts clearly to both finance and non-finance stakeholders.
- Comfortable working independently, managing ambiguity, and adapting to changing priorities.
- Familiarity with operating expense management, headcount planning, forecasting, variance analysis, and executive reporting is a plus.
- Experience with NetSuite, Salesforce, Adaptive Planning, Tableau, Power BI, or similar systems is valued.
Preferred Qualifications
- Experience working in fast-moving, data-driven environments.
- Ability to develop scalable financial models and executive-ready insights.
- Strong collaboration skills with product, engineering, and analytics teams.
Compensation & Benefits
Details on compensation and benefits were not provided.
Location
Remote position available to candidates located in the United States or Canada.