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The Senior Financial Analyst, FP&A, plays a critical role in driving financial insight, operational rigor, and strategic decision-making across the business. This role supports company-wide planning, forecasting, and performance reporting with a strong focus on SaaS metrics, revenue modeling, and data-driven analysis. The ideal candidate is highly analytical, detail-oriented, and comfortable working cross-functionally in a dynamic, fast-paced environment.
Job Responsibility:
Lead components of the monthly, quarterly, and annual planning cycles, including revenue, expense, headcount, and cash forecasting
Build and maintain dynamic financial models that support scenario analysis, forecasting accuracy, and executive-level decision support
Analyze performance against plan and provide data-driven insights on variances, trends, and risks/opportunities
Support detailed revenue modeling, including ARR/MRR, churn, retention, pipeline conversion, and pricing mechanics
Partner with Sales Operations to analyze bookings, pipeline trends, and customer cohort behaviors
Maintain SaaS unit economics (CAC, LTV, payback, gross margin, contribution margin) and identify drivers of improvement
Act as a strategic partner to leaders across Sales, Marketing, Product, Engineering, Customer Success, and G&A
Provide decision support through investment analysis, ROI modeling, business cases, and KPI dashboards
Develop strong relationships with cross-functional teams and help translate business dynamics into financial outcomes
Implement best practices to improve FP&A processes, tools, and data integrity
Partner with Accounting and other teams to streamline month-end close and reporting workflows
Leverage financial systems to enhance forecasting accuracy and efficiency
Produce monthly executive reporting packages and performance dashboards aligned with key SaaS metrics
Support enhancements to FP&A systems, tools, and data sources (e.g., Adaptive, Anaplan, Looker, NetSuite, Salesforce)
Ensure data consistency, accuracy, and integrity across reporting and forecasting processes
Requirements:
Prior technology / SaaS industry background and full P&L exposure
Bachelor's degree in Business, Finance, Accounting, or related
3 to 5 years of experience in Finance or Accounting
A growth mindset, a builder’s mentality, and a proven track record for execution
A willingness to understand and work a process from end to end
Proven success leading diverse teams through multiple Change Management initiatives
Advanced understanding of different financial and management reporting principles and frameworks, and deep knowledge of financial accounting practices pertaining to data flows for FP&A system outputs
Ability to thrive and navigate effectively through change and ambiguity in a fast-moving, complex business environment
Advanced MS Excel skills, with experience working with PivotTables and Power BI
Highly outcome-focused, with the proven ability to work with challenging deadlines and deliver on commitments
Experience with various tools manipulating and modelling large quantities of data to derive actionable insights actionable business insights