Senior Financial Analyst

Summary

Join Platform Science as an FP&A Analyst to contribute to the evolution of our financial reporting and forecasting. You will build and create new forecast models, develop segmented P&L, and conduct profitability analyses. Initially, you will participate in integrating financial models from a recent acquisition. Long-term, you will collaborate with cross-functional leadership to improve internal reporting, enhance forecasting, and conduct financial analyses to support company scaling. The ideal candidate thrives in dynamic environments, enjoys problem-solving, and is willing to challenge the status quo.

Requirements

• 5+ years in FP&A or a related field with a focus on forecasting, budgeting, and financial analysis, preferably in a SaaS environment
• Bachelor’s degree in Finance, Accounting, or a related field
• Strong analytical skills and a proactive approach to problem-solving
• Proficiency in Microsoft Excel for financial modeling and data analysis
• Positive attitude, intellectual curiosity, and adaptability within a dynamic, fast-paced environment
• Ability to work both independently and as part of a cross-functional team, with a desire to take ownership of reporting and forecasting tasks

Responsibilities

• Reporting and Data Analysis : Design, build, and maintain internal reporting systems to provide leadership with relevant data insights
• FP&A Process Improvement : Identify and propose enhancements to FP&A tools and processes, leveraging data connections and technology to improve efficiency
• Budgeting and Forecasting : Lead the operating expense (opex) budgeting and forecasting processes, including preparing monthly forecasts and conducting variance analysis
• Technical Partnership : Collaborate with technical teams to report on and analyze hosting and data costs
• Revenue and Ad Hoc Analysis : Provide revenue forecasting support and conduct ad hoc financial analyses as needed
• Collaboration with Department Leaders : Work with departmental leads to prepare annual budgets and quarterly updates
• Executive and Board Presentations : Support the preparation of presentations for executives, the board, and investors as opportunities arise

Preferred Qualifications

Experience with Adaptive Planning is strongly preferred

Benefits

• Medical, dental, and vision insurance
• Short-term and long-term disability insurances
• AD&D and life insurance
• 401k plan
• Paid vacation, sick leave and holidays
• Six weeks of paid parental leave