Senior FP&A Analyst

Summary

Join Later as the FP&A Manager and play a critical role in guiding the company's financial strategy and decision-making processes. You will analyze financial data, prepare forecasts, and create insightful reports to support Later’s growth. Collaborate with cross-functional teams to provide financial insights and actionable recommendations. Develop and implement financial models, lead financial analysis for business opportunities, and contribute to the annual budgeting process. Prepare monthly, quarterly, and annual financial reports, conduct in-depth financial analysis, and automate reporting processes. Collaborate with various teams, present financial concepts clearly, and support department heads with budget tracking. Stay current with industry trends, benchmark performance, and implement best practices in financial planning and analysis. This role requires a Bachelor’s degree in a related field, 5+ years of experience in FP&A, strong proficiency with financial software, and excellent communication skills.

Requirements

• Proficiency with an enterprise financial planning tools (i.e. Adaptive, Pigment, etc), as well as Excel
• Bachelor’s degree in Finance, Accounting, or a related field; CPA or CFA designation preferred
• 5+ years of experience in financial planning and analysis, ideally within a SaaS or tech environment
• Proven track record of creating financial models and forecasts that support business decision-making
• Demonstrated success in collaborating with cross-functional teams and influencing senior leaders
• Strong proficiency with financial software (e.g., Adaptive Insights, NetSuite, Excel) and data visualization tools (e.g., Tableau, Power BI)
• Experience with budgeting, forecasting, and financial reporting in a high-growth environment
• Strong analytical mindset with exceptional problem-solving skills
• Excellent communication skills, with the ability to present data-driven insights to non-financial stakeholders

Responsibilities

• Develop and implement financial models to support strategic initiatives and business planning
• Lead financial analysis for potential business opportunities, partnerships, and growth strategies
• Contribute to the annual budgeting process and long-term financial planning
• Partner with senior leadership to create actionable insights that drive business performance
• Identify financial risks and opportunities, providing recommendations to mitigate risks and capitalize on growth
• Prepare monthly, quarterly, and annual financial reports, including variance analyses and KPI tracking, with a specific focus on the operating expenses of the business
• Conduct in-depth financial analysis to assess profitability, cash flow, and return on investment
• Automate reporting processes to improve efficiency and accuracy
• Develop and maintain dashboards for financial performance tracking
• Assist in financial audits and compliance reporting
• Collaborate with accounting, operations, and marketing teams to align financial goals and metrics
• Present complex financial concepts in a clear and concise manner to non-financial stakeholders
• Support department heads with budget tracking and financial planning
• Facilitate cross-functional meetings to share financial insights and business performance updates
• Stay current with industry financial trends and emerging tools to enhance financial forecasting
• Benchmark Later’s financial performance against industry standards and competitors
• Implement best practices in financial planning and analysis to ensure data integrity and accuracy
• Explore new tools and technologies to enhance data analysis and reporting capabilities

Preferred Qualifications

Experience with subscription-based revenue models and metrics (e.g., ARR, MRR, churn rate)

Benefits

Salary Range: 90-115k USD