Financial Planning And Analysis Business Partner Lead Analyst

Summary

Join Gurobi Optimization as the Financial Planning and Analysis (FP&A) Business Partner Lead Analyst and play a key role in our FinOps department. You will analyze customer contract data for internal and external reporting, serving as a liaison between sales/marketing and finance. Your ability to manage large datasets and collaborate across departments is crucial. Responsibilities include creating KPI analyses, preparing reports for investors and leadership, reviewing customer activity, collaborating on financial strategies, assisting with financial modeling and budgeting, and building internal relationships. The ideal candidate possesses 3-5 years of relevant FP&A or revenue operational experience, strong Excel skills, proficiency in NetSuite or a comparable ERP system, and familiarity with Salesforce and PowerBI. Additional preferred qualifications include experience with Anaplan or a similar budgeting tool and experience in a SaaS company.

Requirements

• 3-5 years of relevant experience in an FP&A or revenue operational role
• Strong MS Excel skills in managing and formatting large amounts of data
• Proficiency in using NetSuite or a comparable Enterprise Resource Planning (ERP) system
• Familiarity with Salesforce or a comparable Customer Relationship Management (CRM) system
• Familiarity and experience working with data in PowerBI

Responsibilities

• Create and maintain analyses over key performance indicators (KPIs), including annual recurring revenue (ARR), and renewal and retention metrics
• Work with significant amounts of data from various sources to prepare weekly and monthly reporting for investors and leadership
• Perform detailed and timely reviews of customer activity real-time and prepare insights for executive management
• Collaborate closely with sales and finance leadership to understand and monitor business objectives and participate in the development of financial strategies to support organizational growth
• Assist leadership in the development and preparation of financial models, including recurring forecasting and the annual budget process
• Assist in the preparation of commission calculations on a quarterly basis
• Build relationships internally with global team members to establish timely and efficient processes and reporting mechanisms

Preferred Qualifications

• Experience with Anaplan, or a comparable budgeting and forecasting tool or software
• Experience within a software or Software-as-a-Service (SaaS) company and familiarity with key measurements and reporting models