Financial Analyst, FP&A

Summary

Join BlueCat as a Financial Analyst, FP&A, and play a crucial role in managing key financial processes for the Corporate Services organization. You will ensure accurate and timely financial reporting, optimize expenses, and provide financial insights to support strategic decision-making. This role involves working closely with various teams, including Systems, Finance, IT, and Accounting, to improve financial visibility and operational efficiency. You will also contribute to cash flow forecasting, M&A activities, and FP&A system administration. The ideal candidate possesses a strong background in FP&A system administration, SaaS revenue analytics, and data management. BlueCat offers a comprehensive benefits package and a vibrant workplace culture.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 2-4 years of experience in corporate finance, FP&A, financial reporting, or related roles. SaaS or tech industry experience is strongly preferred
• Advanced knowledge of Microsoft Excel, including experience with financial modeling
• Familiarity with financial reporting tools (e.g., Adaptive Insights, Anaplan) and ERP systems (e.g., NetSuite, Oracle)
• High proficiency working with reporting and accounting systems, as it relates to the back end set up and maintenance
• Strong communication skills with the ability to present financial information to senior leadership and other stakeholders
• Attention to detail, problem-solving skills, and ability to work effectively in a fast-paced, high-growth environment

Responsibilities

• Financial Support for Corporate Services: Serve as the primary finance business partner for the Corporate Services departments, providing financial guidance, forecasts, and analysis to support strategic decision-making
• KPIs & Metrics: Prepare detailed financial reports, dashboards and presentations for senior management and conduct variance analysis to compare actual results to budget and forecast, explaining key drivers of variances
• Cost Optimization: Identify opportunities to optimize expenses and improve efficiency. Analyze financial data to identify trends, variances, and opportunities for improvement
• Ad Hoc Analysis & Reporting: Provide ad hoc financial analysis and reporting to support Corporate Services leadership on special projects, strategic initiatives, or critical business decisions
• Cash Flow Forecasting Support: Assist FP&A team in developing and maintaining cash flow forecasts, incorporating inflows from subscription revenue and outflows related to operating expenses, capital expenditures, and other financial obligations
• M&A Support: Participate in due diligence and post-merger integration activities as needed for acquisitions
• Serve as the administrator for FP&A systems (Pigment), ensuring system integrity, functionality, and data accuracy
• Maintain and enhance FP&A system capabilities to support budgeting, forecasting, and scenario modeling
• Troubleshoot system issues and coordinate with vendors or IT teams to resolve technical problems
• Manage system user access, roles, and security settings, ensuring proper governance and compliance
• Work with IT and Data teams to ensure seamless data integration between FP&A tools, ERP (NetSuite), and CRM (Salesforce), HRIS (Bamboo), and CaptivateIQ (commissions)
• Develop and maintain financial reports, dashboards for key stakeholders
• Develop and implement automation and process improvements to streamline data uploads, reconciliations, and reporting workflows
• Provide training and support to finance and business users on system functionalities and best practices
• Partner with FP&A, Accounting, and IT teams to align data processes and planning methodologies
• Lead efforts to improve automation and forecast accuracy across all relevant systems
• Support system migrations, upgrades, and integrations to ensure efficient revenue tracking and financial planning
• Drive best practices for data management, accuracy, and scalability across finance
• Work with Accounting and Treasury to ensure smooth collaboration for accurate reporting for liquidity management and cash forecasting

Benefits

• A Professional Development Budget
• Dedicated Wellness Days and Wellness Week
• A Lifestyle Spending Account
• An Employee Recognition Program