Senior Analyst - Business & Strategic FP&A
Remote · United States
Job Summary
Senior Analyst – Business & Strategic FP&A: embedded finance partner to the company’s major cost centers, driving strategic value through cost modeling, margin analysis, and scenario planning. Build and maintain cost models, P&Ls, and allocation frameworks; own budgeting and variance analysis (including headcount and compensation). Surface actionable insights to senior leaders and participate in annual planning, headcount planning, and long-range investment cases. Collaborate with CTO, VP of Engineering, VP of Product, VP of Professional Services, and G&A heads to influence decisions beyond reporting. Demonstrate strong Excel and ERP/BI tooling proficiency (NetSuite or Dynamics; Power BI/Tableau/Looker) and familiarity with Workday Adaptive Planning, Anaplan, or OneStream. Communicate findings clearly to non-finance audiences; coordinate with Corporate FP&A on data integrity, headcount reconciliation, and close support. Role may include product/technology or G&A/Professional Services focus with related P&L responsibilities and cost allocation work. Occasional travel to Sugar Land, TX; standard Central Time business hours.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field
- 4–7 years of progressive FP&A, business finance, investment banking, management consulting, or a comparable analytical role within a SaaS or technology environment
- Demonstrated experience serving as an embedded finance partner to senior business leaders, with a track record of influencing decisions beyond producing reports
- Strong business partnering skills: ability to build credibility quickly with non-finance executives and translate financial analysis into actionable recommendations
- Hands-on financial modeling capability: comfortable building cost models, P&Ls, and allocation frameworks from inception rather than maintaining inherited templates
- Experience owning cost center budgeting and variance analysis, including headcount and compensation modeling across functional teams
- Working knowledge of SaaS unit economics, margin analysis, and operational efficiency benchmarking
- Expert-level proficiency in Excel; comfortable diagnosing and resolving formula-level errors in complex workbooks
- Working proficiency in ERP systems (NetSuite or Microsoft Dynamics preferred) and BI tools (Power BI, Tableau, or Looker )
- Proficiency in a financial planning tool such as Workday Adaptive Planning, Anaplan, OneStream, or similar
- Strong written and verbal communication skills; able to present financial analysis clearly to senior non-finance audiences
- Ability to work standard Central Time business hours; availability during close cycle and planning periods as needed
- Preferred Qualifications: Prior experience in a PE-backed SaaS environment with exposure to value creation initiatives, margin improvement programs, or operational efficiency projects
- Familiarity with cloud infrastructure cost economics, FinOps concepts, and cost-per-customer or cost-per-unit modeling
- Working knowledge of capitalized software accounting (ASC 350-40) and engineering capacity modeling
- Experience managing a professional services P&L, including utilization rate, services margin, and revenue recognition timing
- Familiarity with product-level or segment-level P&L construction and cost allocation methodology
- Working knowledge of ASC 606 revenue recognition as applied to services or multi-element arrangements
- Role Responsibilities: embedded finance partner to designated leaders; budgeting and variance analysis; financial modeling; strategic insights; planning involvement; data integrity; ad hoc analysis
- Travel: Occasional travel to the Sugar Land, Texas (Houston metro) campus and leadership meetings
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