Senior Analyst, Financial Planning & Analysis – FP&A

Jobtailor; Deutschland; Vor Ort; EUR 70.000 - 100.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a senior FP&A lead in Germany to drive budgeting, forecasting, and reporting across Product, Technology & Analytics. You will build robust financial models, dashboards, and planning frameworks that increase executive visibility and enable data-driven investments in technology and product.

You will partner with product managers, data scientists, and engineers to align roadmaps, allocate resources, and optimize costs.

Qualifikationen

• Bachelor’s degree in Finance, Accounting, Business, or related analytical discipline.
• 5–8 years in Finance/FP&A, corporate finance, or related analytics; exec/tech leadership exposure preferred.
• Experience in SaaS/tech and private equity portfolio environments is strongly preferred.
• Advanced Excel and PowerPoint; familiarity with Tableau or Power BI is a strong plus.
• Proven ability to lead FP&A processes and translate data into executive recommendations.

Aufgaben

• Lead budgeting, planning, forecasting, and reporting across product, tech, and analytics.
• Create financial models and dashboards to improve executive visibility.
• Deliver accurate reporting on technology and product spend and drivers.
• Develop insights on budget performance, forecast risks, and cost optimization.
• Prepare monthly and quarterly exec and board materials.
• Coordinate cross-functional planning with product managers and engineers.
• Identify automation opportunities to improve forecast accuracy.
• Lead ad hoc analyses for FP&A leadership and executives.

Kenntnisse

Analytical mindset

Communication skills

Cross-functional collaboration

Attention to detail

Leadership in FP&A processes

Independent working

Ausbildung

Bachelor’s degree in Finance/Accounting/Business

Tools

NetSuite

Salesforce

Adaptive Planning

SQL

Power BI

Tableau

PowerPoint

Jobbeschreibung

Responsibilities

• Lead budgeting, planning, forecasting, reporting, and financial performance management processes for key areas across the Product, Technology & Analytics organization.
• Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks that improve executive visibility and enable data‑driven product investment decisions.
• Use BI tools (Tableau, Power BI, or similar), SQL, and financial systems to design and deliver accurate, scalable reporting on technology and product spend, investment performance, and key business drivers.
• Develop insights and recommendations for product and engineering leaders on budget performance, variance drivers, forecast risks and opportunities, investment trade‑offs, and cost‑optimization opportunities across technology investments and vendor spend.
• Lead the development of monthly and quarterly executive and board‑level materials, translating complex financial and operational data into clear narratives for senior technology and product leadership.
• Drive cross‑functional planning with product managers, data scientists, and engineers to align roadmap planning, investment priorities, and resource allocation decisions.
• Identify, develop, and implement process improvements and automation opportunities, including use of AI tools and data automation to increase forecast accuracy, planning efficiency, and executive visibility.
• Lead ad hoc financial analyses and special projects for the FP&A leadership, CFO, and product and technology leadership, including framing the business question, building the analysis, and communicating actionable recommendations.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related analytical discipline.
• 5‑8 years of experience in Finance, Accounting, FP&A, corporate finance, product/technology operations, or a related analytical role; experience supporting executive, product, and technology leadership is strongly preferred.
• Experience working in SaaS/technology companies and private equity portfolio company environments is strongly preferred.
• Strong Excel and PowerPoint skills, including experience with pivot tables, lookups, and structured financial analysis; familiarity with BI tools such as Tableau or Power BI is a strong plus.
• Strong analytical and problem‑solving skills with attention to detail.
• Demonstrated ability to lead financial planning processes, create new analytical frameworks, influence cross‑functional product and technology stakeholders, and turn data into executive‑level recommendations.
• Ability to communicate financial concepts clearly to both finance and non‑finance stakeholders.
• Comfort working independently, managing ambiguity, and adapting to changing priorities.
• Familiarity with operating expense management, headcount planning, forecasting, variance analysis, and executive reporting is a strong plus.
• Experience with NetSuite, Salesforce, Adaptive Planning, Tableau, Power BI, or similar systems is also valued.

Core Competencies

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and reporting, while leveraging BI tools and advanced Excel skills to provide actionable insights for technology and product investments. Proven ability to communicate complex financial data clearly to diverse stakeholders and drive cross‑functional collaboration.

Tools & Technologies

• NetSuite
• Salesforce
• Adaptive Planning
• SQL
• PowerPoint