Senior Analyst, Financial Planning & Analysis

ZipRecruiter; New York (NY); Remote; USD 80,000 - 110,000; Full time

Job summary

An innovative firm in corporate education technology is seeking a Senior Analyst in FP&A to drive analytical insights and operational excellence. This role is pivotal in supporting planning processes, SaaS metric analysis, and strategic modeling. The ideal candidate will blend analytical depth with business acumen, thriving in a fast-paced environment. With a commitment to employee development and a remote-first culture, this company offers a unique opportunity to contribute to the financial success of major brands while enjoying a collaborative and inclusive workplace. Join a team that values curiosity, creativity, and kindness!

Benefits

100% Medical Premiums

100% Dental Premiums

100% Vision Premiums

$3,000 Annual Educational Funds

LinkedIn Learning

401(k) with Matching

Unlimited PTO

Calm Subscription

Annual Company Retreat

Qualifications

• 3–6 years of experience in FP&A, corporate finance, or business analytics.
• Strong Excel and Google Sheets modeling skills required.
• Experience in a SaaS and fast-paced technology software environment.

Responsibilities

• Contribute to annual budgets and quarterly forecasts focused on SaaS revenue.
• Serve as a financial advisor to Sales, Marketing, and Customer Success teams.
• Create financial dashboards and executive summaries for decision-making.

Skills

Financial Planning and Analysis

Strong verbal and written communication

Project management

Problem-solving

Decision-making

Modeling skills

SaaS business models

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in Economics

Tools

Excel

Google Sheets

PowerPoint

Google Slides

NetSuite

QuickBooks Online

Salesforce

Tableau

Looker

Power BI

Job description

Job DescriptionJob Description

About us

Intellum is the leader in corporate education technology and powers the largest, most successful customer, partner, and employee learning programs in the world. Large brands and fast-moving companies like Google, Meta, Amazon, Walmart, Xero, Atlassian, Mailchimp, Airbnb, Stripe, and TikTok rely on Intellum to engage and educate the audiences they touch.

We have always been a "remote first" company and are proud to have team members located all over the world. We value Curiosity, Creativity, Perseverance, and Kindness and strive to demonstrate these core values every day. Our culture is very important to us. We invest in our people in fun and exciting ways, including personal development budgets and an annual all-company retreat that is focused less on work and more on human connections. We are in growth mode, and our "smart growth" approach ensures that we will continue to scale our company effectively.

Summary:

The Senior Analyst, FP&A plays a key role in driving analytical insight, financial rigor, and operational excellence across the business. As a pivotal team member in the Finance organization, this role will support key planning processes, SaaS metric analysis, business partnering, and strategic modeling. The ideal candidate combines analytical depth with business acumen and is comfortable operating independently in a fast-paced, high-growth environment.

Required Skills & Attributes:Financial Planning and Analysis

• Contribute to the preparation of annual budgets, quarterly forecasts, and long-range financial plans, with a focus on SaaS revenue and cost models.
• Perform detailed analysis of financial performance against key KPIs such as ARR, churn, CAC, LTV, and NRR.
  Maintain and enhance robust models to forecast bookings, revenue, and margin trends by segment or product line.
• Identify performance drivers and communicate their business impact to Finance leadership and operational teams.

Strategic Business Partnering

• Serve as a financial advisor to teams such as Sales, Marketing, and Customer Success, translating insights into action plans.
• Provide financial modeling support for initiatives such as pricing changes, new product launches, or geographic expansion.
• Analyze pipeline and sales performance metrics in partnership with Sales Ops to improve forecast accuracy and resource allocation.

Reporting and Decision Support

• Create board-ready financial dashboards and executive summaries to support decision-making.
• Develop reports that monitor key SaaS metrics and performance trends.
• Support data collection and metric calculations to maintain a consistent source of financial truth across business units.

Performance Monitoring and Process Improvement

• Partner with business teams to establish, refine, and report on leading indicators and KPIs.
• Proactively identify areas for efficiency gains or cost reduction.
• Support automation and scalability of recurring reporting processes and tools.

Required Skills & Attributes:

The successful candidate will:

• Have strong verbal and written communication skills, able to present complex data clearly and confidently.
• Collaborate cross-functionally with stakeholders at all levels of the organization.
• Be proactive and organized, capable of balancing multiple priorities with limited oversight.
• Have strong organizational, project management, problem-solving and decision-making skills
• Have excellent modeling skills and experience with scenario analysis, modeling, and financial storytelling.
• Be fluent in SaaS business models and core metrics (e.g., ARR, CAC payback, churn, upsell/expansion).
• Demonstrate curiosity, initiative, and a desire to improve processes and business outcomes.

Qualifications:

• 3–6 years of progressive experience in FP&A, corporate finance, or business analytics.
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Strong Excel and Google Sheets modeling skills
• Proficiency in PowerPoint or Google Slides for executive reporting.
• Experience working in a SaaS and fast-paced technology software environment
• Experience in NetSuite, QuickBooks Online, or other ERP systems
• Experience in Maxio, Salesforce, and other revenue management software, a plus
• Familiarity with dashboarding and data visualization tools (e.g., Tableau, Looker, Power BI)

BENEFITS

• Medical - 100% of employee premiums for selected individual plans
• Dental - 100% of employee premiums covered
• Vision - 100% of employee premiums covered
• $3,000 annual educational funds ("Boost Budget")
• LinkedIn Learning
• 401(k) plus matching (US Based Only)
• Unlimited PTO
• Calm subscription
• Annual Company Retreat

Intellum is an equal-opportunity employer. We're committed to building an inclusive team that celebrates in people, perspectives, and backgrounds regardless of , , , , , , , , citizenship, veteran status, or any other protected status. We encourage you to apply for an open position and if you have questions about whether or not your job experience and skill set meet the requirements for a specific role, reach out to us directly at [e-mail].

If you are an individual applying from CA, NY, CO, CT, MD, NV, or RI, please reach out to [e-mail] to inquire about specific pay ranges.