The Mathworks

Financial Analyst (FP&A)

The Mathworks • $80K — $110K *
Natick, MA 01760In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 3-4 years of experience in FP&A or financial analysis, preferably in technology or SaaS.
  • Strong analytical skills with experience in structured financial data and models.
  • Solid financial modeling and Excel skills; eager to deepen FP&A expertise.
  • Clear written and verbal communication skills.
  • Experience with planning or analytics tools like Anaplan and Snowflake is a plus.

Responsibilities

  • Support annual planning and forecasting with focus on revenue and business drivers.
  • Gather, analyze, and validate inputs from business partners for accurate forecasts.
  • Analyze actual revenue against plans to explain key drivers and variances.
  • Collaborate with Sales Operations and other teams for data consistency and alignment.
  • Analyze revenue metrics to support forecasting and reporting.
  • Identify trends and escalate insights to FP&A leadership.
  • Build and enhance financial models for revenue forecasting and performance tracking.

Benefits

  • Opportunity to enhance analytical and financial modeling skills.
  • Collaboration with cross-functional teams for data-driven decision-making.
  • Dynamic and evolving work environment which encourages growth.
  • Exposure to advanced planning and analytics tools.
  • Supportive company culture focused on continuous improvement.
Full Job Description
Job Summary

We are seeking a motivated and analytical Financial Analyst to support planning, forecasting, and revenue analysis in a dynamic, evolving environment. This role combines strong analytical execution, financial modeling, and cross-functional collaboration to support data driven decision-making and improve visibility into business performance.

Responsibilities

Planning & Forecasting
  • Support components of the annual planning and recurring forecast processes, with a focus on revenue and key business drivers.
  • Gather, analyze, and validate inputs from business partners to ensure forecasts are accurate, complete, and well understood.
  • Analyze actual revenue/bookings versus plan and help explain key drivers, trends, and variances.
  • Partner with Sales Operations and other teams to ensure data consistency and alignment on assumptions.

Revenue Analytics & Insights
  • Analyze revenue and performance metrics (e.g., revenue trends, customer behavior, renewals, and growth drivers) to support forecasting and management reporting.
  • Identify trends, risks, and areas of change and escalate insights to FP&A leadership.
  • Contribute to analyses that help inform business decisions and highlight areas requiring further attention.

Modeling & Data Management
  • Build, maintain, and enhance financial models supporting revenue forecasting, performance tracking, and analysis.
  • Improve model accuracy and consistency by updating assumptions, incorporating new data, and documenting logic.
  • Use tools such as Excel, Anaplan, Snowflake, and other analytics platforms to support planning and reporting activities.


Minimum Qualifications

  • A bachelor's degree and 3 years of professional work experience (or a master's degree, or equivalent experience) is required.
  • Candidates for this position must be authorized to work in the United States on a full-time basis for any employer without restriction.
  • Visa sponsorship will not be provided for this position.


Additional Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3-4 years of experience in FP&A, financial analysis, or related finance roles; experience in a technology or SaaS environment is a plus.
  • Strong analytical skills with experience working with structured financial data and models.
  • Solid financial modeling and Excel skills, with an interest in developing deeper FP&A expertise.
  • Clear written and verbal communication skills.
  • Experience with planning or analytics tools (e.g., Anaplan, Snowflake, Power BI) is a plus.

About The Mathworks

The MathWorks, Inc. is an American software company that specializes in mathematical computing software. The company was founded in 1984 and is headquartered in Natick, Massachusetts. The MathWorks offers a range of products, including MATLAB, Simulink, and Stateflow, which are used in engineering, science, and mathematics. The company serves customers in over 100 countries and has partnerships with major technology companies such as Microsoft and Intel. In 2019, The MathWorks was named one of the best places to work by Glassdoor.
Learn more about The Mathworks
Size
5,000 employees
Industry
Consumer Technology
Founded
1984
* Ladders Estimates

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