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)