Analyst - Financial Planning & Analysis

Job Description :

We are seeking a highly analytical and detail-oriented FP&A Analyst to join our finance team. The ideal candidate will have experience in financial planning, forecasting, reconciliations, and reporting key business metrics. This role demands strong proficiency in FP&A tools, Salesforce, and Excel, and plays a crucial part in supporting the company's strategic decision-making process.

Key Responsibilities :

- Generate and analyze planning reports to provide actionable business insights.

Perform Salesforce reconciliations such as:

- ACV booked vs. realized revenue

- Pipeline analysis

- Revenue forecasting accuracy.

- Manage and execute data loads into planning tools such as Adaptive Insights, Jedox, SAC, Anaplan, or Board

- Conduct variance analyses, identify trends, and develop KPI dashboards.

- Assist in monthly, quarterly, and annual financial reporting cycles.

- Collaborate with cross-functional teams for data validation and reporting accuracy.

- Present key findings and insights to finance and business leadership using PowerPoint and Power BI.

Required Qualifications :

- Master's degree in Finance, Accounting, or a related field.

- 4+ years of relevant experience in financial planning and analysis (FP&A).

Advanced proficiency in :

- Financial planning tools: SAC / Anaplan / Workday Adaptive Planning / Jedox / Board.

- Salesforce for financial reporting and reconciliations.

- Microsoft Excel (advanced formulas, pivot tables, modeling).

- PowerPoint (for business presentations).

- Power BI or other BI tools (for dashboard and metric reporting).

Additional Skills :-

- Strong understanding of revenue forecasting and SaaS business metrics.

- Excellent communication and presentation skills.

- Ability to work independently in a fast-paced, deadline-driven environment.

- Detail-oriented with a strong commitment to data accuracy.