About the Opportunity

My client, a high-growth SaaS org, are seeking a Senior Analyst to join the Corporate Financial Planning & Analysis team in a hybrid Finance and Systems role. This position plays a critical part in leading the final stages of implementation and long-term ownership of the company’s enterprise planning platform.

The role blends financial planning expertise with systems administration and data management. In addition to owning the planning tool, the Senior Analyst will contribute to core FP&A responsibilities such as forecasting, executive reporting, and financial modeling. This individual will collaborate cross-functionally with Finance, Accounting, HR, and Data teams to enhance reporting accuracy, streamline planning processes, and introduce greater automation — including AI-enabled solutions.

This position is instrumental in advancing finance transformation initiatives by improving standardization, strengthening data integrity, and enabling scalable planning across a high-growth, subscription-based technology environment.

Key Responsibilities

• Support the successful transition of the enterprise planning system from implementation to steady-state operations
• Serve as primary administrator and subject matter expert for the planning platform, overseeing budgeting, forecasting, scenario modeling, and reporting
• Partner with Business Intelligence and Finance Systems teams to ensure accurate integrations, reconciliations, and data consistency across financial and operational systems
• Lead and support core FP&A activities, including:
• Monthly reporting packages and variance analysis
• Ongoing forecast cycles (monthly, rolling, annual budget)
• Executive and board-level reporting materials
• Ad-hoc financial analysis and cross-functional business support
• Design and maintain scalable planning models, dashboards, and reporting frameworks
• Identify opportunities to automate manual workflows and reduce reliance on spreadsheets
• Champion AI-driven enhancements within FP&A, such as:
• Automated variance commentary and performance insights
• Reporting summaries and executive-ready narratives
• Trend analysis and anomaly detection
• Maintain documentation, governance standards, and model best practices
• Provide training and support to drive adoption of planning tools across the organization

Qualifications

• 5+ years of experience in Financial Planning & Analysis, Finance Systems, or Business Operations within a technology or subscription-based company
• Strong understanding of financial planning cycles, systems integrations, and data management
• Hands-on experience with modern enterprise EPM tools (Pigment strongly preferred; Anaplan, Planful, Adaptive, Vena)
• Comfortable working with integrated financial and operational datasets
• Highly analytical with strong attention to detail and systems thinking
• Able to prioritize effectively in a dynamic, fast-paced environment
• Demonstrated interest in automation and AI applications within Finance
• Strong communicator capable of partnering across Finance, Systems, and Data teams