Senior Analyst, FP&A

Overview

This role leads core financial planning, analysis, and performance management activities across the Dealer and FSAAS (Financial Services and other Adjacent Services) GTM (Go-To-Market) verticals.

The Senior Analyst, FP&A will own key forecasting and reporting processes, build scalable financial models, and deliver executive-ready insights. You will partner with Finance leadership, product and business leaders, and cross-functional stakeholders to inform investment decisions, product roadmap prioritization, resource allocation, and strategic planning in a fast-moving, data-driven environment.

Responsibilities

• Lead budgeting, planning, forecasting, reporting, and financial performance management processes for key areas across the Dealer and FSAAS verticals.
• Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks to improve executive visibility and support data-driven product investment decisions.
• Use BI tools (Tableau, Power BI, or similar), SQL/Databricks/Snowflake, and financial systems to deliver accurate, scalable reporting on Dealer and FSAAS top-line performance and key business drivers.
• Develop insights and recommendations for business leaders on budget performance, variance drivers, forecast risks and opportunities, investment trade-offs, and cost-optimization opportunities related to technology investments and vendor spend.
• Support development of monthly and quarterly executive and board-level materials by translating complex financial and operational data into clear narratives for senior technology and product leadership.
• Drive cross-functional planning with Sales, Marketing, and Customer Success to align roadmap planning, investment priorities, and resource allocation decisions.
• Identify, develop, and implement process improvements and automation opportunities, including use of AI tools and data automation to increase forecast accuracy, planning efficiency, and executive visibility.
• Conduct ad hoc financial analyses and special projects for FP&A leadership, the CFO, and Dealer & FSAAS leadership, including framing the business question, building the analysis, and communicating actionable recommendations.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related analytical discipline.
• 8-10 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 working in SaaS/technology companies and private equity portfolio company environments is strongly preferred.
• Strong Excel and PowerPoint skills, including experience with 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 new analytical frameworks, influence cross-functional product and technology stakeholders, and translate data into executive-level recommendations.
• Ability to clearly communicate financial concepts to both finance and non-finance stakeholders.
• Comfort working independently, managing ambiguity, and adapting to changing priorities.
• Familiarity with operating expense management, headcount planning, forecasting, variance analysis, and executive reporting is a strong plus.
• Experience with NetSuite, Salesforce, Adaptive Planning, Tableau, Power BI, or similar systems is valued.

Compensation & Benefits

• Starting salary range: $80,000 - $94,000 USD per year.
• Pay within the range is determined by factors including relevant skills, education, qualifications, experience, performance, business or organizational needs, and geographic location.
• Eligible employees may participate in medical, dental, vision, disability, life insurance, retirement savings programs, paid time off, wellness programs, and other company-sponsored benefits. Benefits vary by country and employment status.

Location

Remote | USA, Canada

Equal Opportunity & Accommodations

• The employer is committed to employing a diverse workforce and provides consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.
• Reasonable accommodations are available throughout the recruitment process for individuals with disabilities or other protected needs under applicable local laws.

Additional Information

• Candidates must be legally authorized to work in the country where employment is offered.
• Employment sponsorship is not provided for this position.