Financial Planning and Analysis Analyst

About This Role

Supporting financial reporting, analysis, and forecasting for a SaaS business is the core of this role for an analyst with a strong grasp of financial data and reporting. The position involves maintaining financial models, tracking expenses, and contributing to budgeting cycles.

Responsibilities

• Prepare monthly and quarterly financial reporting packages, highlighting key variances and trends
• Support the review of operating expenses by tracking actual spend against budget and assisting in departmental cost analysis
• Maintain and update financial databases and models to ensure "one version of the truth" for all SaaS metrics (ARR, Churn, etc.)
• Assist the Senior Manager in the data-gathering phase of the annual budget and quarterly forecasting cycles
• Provide quantitative support for special projects, including pricing analysis and competitive benchmarking

Requirements

• Ability to align working hours to overlap significantly with the UK and US Eastern (ET) business days
• 2 -4 years of experience in financial analysis, accounting, or a related quantitative field
• Proficiency in Excel (pivot tables, VLOOKUPs, complex formulas)
• Familiarity with AI productivity tools (e.g., Microsoft Copilot for Excel/Power BI, ChatGPT, or Claude) to accelerate financial data formatting, formula generation, and initial draft variance analysis
• Bachelor -s degree in Finance, Accounting, Economics, or a related field
• Exceptional attention to detail, a strong sense of ownership, and the ability to manage multiple deadlines in a remote environment

Nice to have:

• Experience or a strong desire to learn Dynamics 365 and Power BI is highly valued