FP&A Analyst at Lakeside Software Boston, MA

Lakeside Software; Boston (MA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Flexible Spending

Short & Long Term Disability Insurance

401(k) matching

20 Days PTO

5 Days Paid Sick Time

Job summary

Lakeside Software is seeking an FP&A Analyst to support strategic decision-making through financial modeling, forecasting, and data-driven insights. You will collaborate across departments and drive insights for financial performance.

Ideal candidates hold a bachelor’s degree in Finance and possess strong financial modeling and Excel skills, with 1–3 years of relevant experience. This position offers a hybrid work environment and comprehensive benefits, including medical insurance and PTO.

Qualifications

• 1–3 years of experience in FP&A, corporate finance, or a related analytical role.
• Strong financial modeling and Excel skills.
• Proven ability to work cross-functionally.

Responsibilities

• Build, maintain, and improve financial models for budgeting and forecasting.
• Analyze monthly financial performance against budget and forecast.
• Prepare management reporting packages for senior leadership.

Skills

Financial modeling

Analytical skills

Excel

Communication skills

Problem-solving

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Tools

Adaptive

Anaplan

Workday

Oracle

NetSuite

Salesforce

Job description

FP&A Analyst job at Lakeside Software. Boston, MA.

Lakeside Software is how organizations with large, complex IT environments can finally get visibility across their entire digital estates and see how to do more with less. Lakeside Software helps companies gain a better view, so they can see the hidden issues, the smartest fixes, and the biggest savings. We collect and analyze more endpoint data than anyone else. The more data you have, the better your results will be. That’s why so many of the world’s leading companies look to Lakeside to gain visibility across their entire digital estates, empowering them to do more with less.

We are seeking a highly analytical and detail-oriented FP&A Analyst to join our Finance team. This role will play a critical part in driving strategic decision-making through financial modeling, forecasting, and data-driven insights. The ideal candidate is proactive, curious, and comfortable working cross-functionally in a fast-paced environment.

Requirements

• Build, maintain, and improve financial models to support budgeting, forecasting, and long-range planning
• Analyze monthly financial performance and variances vs. budget and forecast
• Partner with business leaders to understand financial drivers and support departmental planning
• Prepare management reporting packages and presentations for senior leadership and stakeholders
• Support ad-hoc analysis to evaluate business performance, investment opportunities, and strategic initiatives
• Contribute to process improvements and automation within the FP&A function
• Assist in the development and refinement of key performance indicators (KPIs) and dashboards

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 1–3 years of experience in FP&A, corporate finance, or a related analytical role
• Strong financial modeling and Excel skills; experience with financial planning tools (e.g., Adaptive, Anaplan, Workday, Oracle, etc.)
• Familiarity with ERP systems such as NetSuite, SAP, or Oracle
• Experience using Salesforce or similar CRM systems
• Excellent analytical, problem‑solving, and communication skills
• Proven ability to work cross-functionally with all levels of the organization

Lakeside Software is committed to pursuing a diverse and talented team and offering an inclusive environment for all employees and candidates. Lakeside is dedicated to providing equal access and opportunity for individuals in employment, its services, activities, and programs. Lakeside is an Equal Opportunity Employer and does not make hiring or employment decisions on any basis protected by applicable local, state, or federal laws or prohibited by Company policy. If reasonable accommodation is needed to participate in the job application or interview process, to perform required job functions, or to receive other benefits and privileges of employment, please contact [e-mail].

Benefits

• Medical, Dental & Vision Insurance
• Flexible Spending
• Short & Long Term Disability Insurance
• Company Paid Life & Voluntary Life & AD&D Insurance
• 401(k) matching
• 11 Days Observed Holidays
• 20 Days PTO
• 5 Days Paid Sick Time
• Hybrid work environment
• Opportunities for career development and growth
• A collaborative and supportive team culture