FP&A Analyst

Position Summary:

The FP&A Analyst will support the FP&A team with financial planning, forecasting, and performance analysis across the organization. This role will partner closely with Sales, Accounting, and cross-functional teams to develop budgets, maintain financial models, and deliver insights that drive informed business decisions.

The position will support annual budgeting and monthly forecasts, analyze revenue and expense trends, provide variance analysis, and assist with sales in bookings and revenue forecasting. This role will also contribute to improving reporting processes, data accuracy, and financial tools.

Essential Job Functions “What You’ll Do”:

Financial Planning & Forecasting

• Support the annual budgeting process and monthly forecasting cycles

• Develop and maintain financial models to support expense planning and

forecasting

• Work with RevOps to build and maintain sales capacity and headcount models to

support hiring plans, coverage analysis, and productivity ramp assumptions

Reporting & Analysis

• Analyze revenue and expense trends, customer metrics, and key operational drivers.

• Analyze variances between actual results and forecasts/budgets, providing actionable insights

• Work closely with Accounting team to provide any FP&A support necessary during the monthly close process, helping with the timeliness and accuracy of financial reporting

• Support ad hoc financial analysis and strategic initiatives as needed

Sales & Revenue Support

• Partner with Sales Leadership to support bookings and revenue planning and forecasting, incorporating pipeline data and historical trends

• Support sales performance tracking against targets and assist to provide reporting and insights on key drivers

• Work on scenario modeling to help evaluate sales strategies, and go-to-market initiatives

• Support sales compensation plan design, including the structure, formatting, and documentation of comp plan frameworks in partnership with Sales Leadership, RevOps, and HR

Cross-Functional Collaboration

• Work closely with Accounting, Sales, and other business units to ensure alignment between financial plans and operational performance.

• Assist in improving forecasting processes, tools, and data accuracy.

• Contribute to process automation and reporting enhancements.

Essential Qualifications “What You’ll Need”:

• Bachelor’s degree in Accounting, Finance, or related field

• 5 - 7 years of experience in financial planning and analysis, or similar analytical role

• Familiarity with Salesforce (highly preferred), NetSuite and other financial/revenue reporting tools

• Strong financial acumen and business insight

• Advanced Microsoft Excel skills, including financial modeling, data analysis, and reporting

• Excellent analytical, problem-solving, and communication skills

• Highly organized, detail-oriented, able to meet deadlines and manage multiple initiatives simultaneously

• Adaptable team player with a positive attitude and effective interpersonal skills with an ability to work cross-functionally

• Experience partnering with stakeholders across regions, including supporting cross-border teams, is a plus