Financial Planning Analyst

Confidential SaaS; United States; On-site; USD 75,000 - 110,000; Full time

Job summary

Confidential SaaS, a U.S.-based provider of enterprise maintenance and asset management software, seeks an FP&A Analyst to drive financial analysis, forecasting, and strategic planning. The role involves cross-functional collaboration and presenting insights to senior leadership.

Requirements include 2–5 years in financial analysis, a Bachelor's in finance or accounting, and strong Excel/ERP skills. Salesforce experience is preferred, with a focus on accuracy and timely financial reporting.

Qualifications

• Bachelor's degree in finance or accounting.
• 2–5 years of financial analysis experience.
• B2B SaaS experience with Salesforce preferred.

Responsibilities

• Conduct financial analysis, forecasting, and budgeting to support planning.
• Collaborate with cross-functional teams to develop financial models and scenario analyses.
• Prepare monthly, quarterly, and annual reports with variance analysis and KPIs.
• Assist in executive presentations with insights and recommendations.
• Evaluate performance trends and identify cost-saving opportunities.

Skills

Excel proficiency

Financial modeling

FP&A principles

Cross-functional collaboration

Strong communication

Salesforce experience

Education

Bachelor's degree in finance/accounting

Tools

Salesforce

ERP systems

Data visualization tools

Job description

Our client is a U.S.-based provider of enterprise maintenance and asset management software, delivering a leading CMMS/EAM platform that helps large, multi-site organizations manage work orders, preventive maintenance, and critical physical assets more efficiently. The company serves customers across healthcare, education, government, manufacturing, and other asset-intensive environments. Backed by a blue-chip private equity sponsor, the organization is investing in continued growth, innovation, and strategic expansion.

As an FP&A Analyst, you will play a crucial role in driving financial analysis and strategic decision-making within the organization. In this position, you will have the opportunity to work with cross-functional teams and senior leadership to support key financial initiatives and ensure the company's continued success.

Responsibilities:

• Conduct financial analysis, forecasting, and budgeting to support business decisions and strategic planning.
• Collaborate with cross-functional teams to develop financial models and perform scenario analysis to assess the impact of strategic initiatives.
• Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs).
• Assist in the preparation of financial presentations for executive leadership, providing insights and recommendations based on analysis.
• Evaluate and monitor financial performance and trends, identifying areas for improvement and cost-saving opportunities.
• Support the development and implementation of financial controls and processes to ensure accuracy and compliance.
• Assist in the preparation of financial statements and reports for external stakeholders, such as auditors and investors.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
• Advanced proficiency in Microsoft Excel and financial modeling.
• Knowledge of financial planning and analysis (FP&A) principles and practices.
• Excellent written and verbal communication skills, with the ability to present financial information to non-financial stakeholders.
• Detail-oriented and able to manage multiple priorities in a fast-paced environment.
• Experience with financial systems and software such as ERP systems and data visualization tools is preferred.

Requirements:

• Private Equity experience highly preferred
• Bachelor's degree in finance, accounting, or related field.
• 2-5 years of experience in financial analysis or related role.
• B2B SaaS experience ideal, especially with Salesforce