Senior Analyst, FP&A

Job Title: Senior Financial Analyst, FP&A 

Department: North America Finance – Financial Planning & Analysis

Reports To: VP, Financial Planning & Analysis

Position Summary: The successful candidate will support the FP&A team across revenue and expense forecasting, budgeting, reporting, and strategic analysis. This role requires strong Excel skills, attention to detail, and the ability to work cross-functionally with Sales, Operations, Engineering, Accounting, and HR.

Key Responsibilities:

Revenue Forecasting & Sales Analytics 

•    Maintain revenue forecasting models

•    Analyze bookings, pipeline, backlog, churn, renewals, and margin trends

•    Develop and maintain revenue reporting, dashboards/KPIs using HubSpot and NetSuite

•    Reconcile sales pipeline activity using HubSpot with financial forecasts and management reporting; support reporting automation

•    Maintain quarterly sales commission models, account ownership, commission calculations, and bookings validation

•    Partner with Sales to improve revenue reporting and forecast accuracy

Expense Finance, Capex & Cash Flow

•    Support Operations & Engineering expense planning, monthly variance analysis, run-rate tracking, and forecast updates

•    Support expense budgets, headcount/contractor tracking, accrual inputs, and spend controls

•    Maintain capex tracker, purchase order visibility, project timing, and budget-to-actual review

Month-End, Forecasting & Budgeting

•    Support forecast and budget updates, including risks and opportunities

•    Analyze actual versus budget and forecast performance

•    Partner with Accounting to improve financial accuracy, transparency, and reporting consistency

•    Update salary forecast model; partner with HR; reconcile FTE data 

Reporting – MOR, Flash Reports 

•    Prepare MOR materials, Flash reports, and executive reporting packages

•    Prepare monthly reporting for Operations and Engineering management

•    Analyze revenue, gross margin, operating expenses, and profitability trends

Deal Modelling & Strategic Analysis / Ad-hoc 

•    Support pricing decisions and contract reviews by evaluating revenue, margin, and cash flow

•    Perform scenario analysis and sensitivity modelling

•    Support strategic initiatives, cost optimization efforts, and ad hoc financial analyses

Prior Experience Required:

•    Experience: 3–5 years of experience in FP&A, corporate finance, or financial analysis roles; experience presenting to senior manager and operational leaders

•    Education: Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred

•    Industry: Experience in media, technology, or professional services preferred

Technical Skills:

•    Advanced Excel skills required 

•    Experience with ERP systems (NetSuite preferred) and CRM platform

•    Familiarity with BI/reporting tools (Power BI, Tableau, or similar) a plus

•    Analytical Skills: Strong ability to synthesize large data sets, identify trends, and communicate insights

•    Communication: Ability to present financial information clearly to non-finance stakeholders

•    Collaboration: Proven ability to partner cross-functionally with Sales, Operations, Engineering, HR, and Accounting

•    Attention to Detail: High accuracy in financial modelling, reporting, and variance analysis

•    Time Management: Ability to manage multiple priorities and meet deadlines, especially during budget season (Q3/Q4)