Senior Financial Analyst - Sales Planning & Forecasting

MathWorks; Natick (MA); On-site; USD 120,000 - 155,000; Full time

Job summary

MathWorks is seeking a Senior FP&A Analyst to drive planning, forecasting, and revenue insights within a hybrid work model. You will partner with finance and business teams to develop financial models, scenarios, and analyses that improve forecast quality and support growth decisions.

The right candidate combines strong finance and data skills with practical experience in planning systems, data warehouses, and analytics to influence senior leadership.

Qualifications

• Bachelor's degree with 6+ years in FP&A or related finance.
• US work authorization without visa sponsorship.
• Experience in SaaS or technology multinational environments preferred.

Responsibilities

• Lead planning and recurring forecast processes with focus on revenue and growth.
• Develop revenue analytics and insights (ARR, renewals, churn).
• Build and maintain complex financial models for scenario planning.
• Collaborate with data warehouse teams to validate data sources and automate reporting.
• Present insights and recommendations to senior leadership.

Skills

Financial modeling

Forecasting

Analytics

Data interpretation

Executive communication

Cross-functional partnership

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Master's degree (preferred)

Tools

Anaplan

Snowflake

SQL

Power BI

Excel

Job description

Summary MathWorks has a hybrid work model that enables staff members to split their time between office and home. The hybrid model provides the advantage of having both in-person time with colleagues and flexible at-home life optimizations. Learn More: https://www.mathworks.com/company/jobs/resources/applying-and-interviewing.html#onboarding.

We are seeking a strategic Senior FP&A Analyst to play a key role in driving MathWorks’ planning, forecasting, and revenue insights. This hands‑on role partners closely with the business to deliver clear financial models, scenarios, and analyses that improve forecast quality and support growth‑oriented decisions. The ideal candidate combines strong finance and business acumen with the technical curiosity and practical data skills needed to work effectively with planning systems, data warehouse teams, and analytics resources.

MathWorks nurtures growth, appreciates inclusivity, encourages initiative, values teamwork, shares success, and rewards excellence.

Responsibilities

Planning & Forecasting

• Lead significant components of the annual planning and recurring forecast processes, with a focus on revenue and growth drivers.
• Design and refine forecasting frameworks, assumptions, and scenarios to improve accuracy, transparency, and decision usefulness.
• Analyze actual results versus plan from multiple perspectives and clearly articulate drivers, risks, and opportunities.

Revenue Analytics & Insights

• Develop forward‑looking insights across key revenue and business metrics (e.g., ARR, customer trends, renewals, churn, growth drivers).
• Frame analyses with potential counter measures, enabling leadership to make informed decisions.
• Identify emerging trends and proactively bring insights to FP&A leadership and business partners.
• Proactively identify and drive improvements in forecasting accuracy, automation, data quality, and FP&A processes.

Modeling & Data Management

• Build, own, and maintain complex financial models supporting scenario planning, sensitivity analysis, and strategic decision‑making.
• Improve existing models by introducing new techniques, enhancing structure, and increasing scalability and usability.
• Leverage tools such as Anaplan, Snowflake, SQL, Excel, and other analytics platforms to gather data, automate recurring analysis, and support planning and reporting needs.
• Partner with technical data warehouse and analytics teams to define data requirements, validate source data, troubleshoot data issues, and translate business needs into practical reporting and automation solutions.
• Develop efficient, repeatable approaches for data gathering, transformation, and reconciliation to reduce manual effort and improve consistency across planning and forecast processes.

Communication & Business Partnership

• Present insights, recommendations, and scenarios directly to senior and executive leadership.
• Act as a business partner to Sales Operations, data warehouse teams, and other cross‑functional groups to gather inputs, validate assumptions, and ensure models and analyses reflect underlying business drivers and available source data.
• Communicate effectively with both finance and technical audiences, including the ability to ask informed questions about data structures, source systems, and automation opportunities.
• Translate complex data into clear narratives that resonate with financial and non‑financial audiences.

Minimum Qualifications

• A bachelor's degree and 6 years of professional work experience (or a master's degree and 3 years of professional work experience, or equivalent experience) is required.
• Visa sponsorship will not be provided for this position.
• Candidates for this position must be authorized to work in the United States on a full‑time basis for any employer without restriction.

Additional Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 6+ years of experience in FP&A or related finance roles, preferably in a SaaS or technology environment in a multi‑national or Global company.
• Experience with sales quota planning, and/or other top line planning & analysis work
• Proven ability to operate independently, manage ambiguity, and influence decisions through analysis
• Strong financial modeling, analytical, problem‑solving, and data interpretation skills.
• Experience with planning, data, and analytics tools such as Anaplan, Snowflake, SQL, Power BI, and Excel; ability to work with technical partners to access, validate, and automate data sources is strongly preferred.
• Clear and confident communicator with experience presenting to senior stakeholders.