Senior Financial Analyst

firstPRO, Inc; Needham (MA); Hybrid; USD 140,000 - 210,000; Full time

Job summary

firstPRO, Inc is seeking a Senior FP&A professional in Needham, MA. Hybrid role with 3 days in office and 2 days remote. You will partner with leadership on forecasting, budgeting, and financial planning.

You will lead headcount planning, analyze variances, and develop dashboards to inform strategic decisions. The role requires a finance/Accounting degree and strong FP&A experience.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• Experience in corporate FP&A, forecasting, and budgeting.
• Strong analytical and presentation skills.

Responsibilities

• Support monthly forecasting and consolidation of corporate forecasts.
• Lead headcount planning and workforce expense forecasting.
• Support the annual operating plan, budget, and long-range planning.
• Analyze results, variance, profitability, and cost trends.
• Develop financial reporting dashboards and presentations.

Skills

Forecasting

FP&A

Financial analysis

Dashboards

Education

Bachelor's degree in Finance/Accounting

Tools

Excel

Power BI

Job description

Location: Needham, MA (3 days a week in office, 2 days remote)

Company: $200m, Global AdTech/SaaS, strong backing/subsidiary of a larger global company. Growing organically and through M&A. Company is doing very well and growing. Recently launched a new AI driven product and recognized in multiple spaces.

Additional Info: We are working with a global SaaS company that is looking to hire a Senior. Company pays competitively (100% paid benefits), offers tremendous room to grow, extremely sharp team, just overall outstanding Culture, and People. Good quality of life.

Reporting directly to the head of FP&A with exposure to the CFO, this will be Corporate FP&A, business partnership, and help scale out the company. This will have a focus on Opex side and business partnering, but will get opportunity to see full P&L but will also include supporting AOP, corporate forecasts/budgeting, presenting and working directly with leadership, developing dashboards and KPI's.. pretty much a touch all role in a rapidly growing company. Lots to get involved with in terms of ad-hoc project

What You’ll Do

Corporate FP&A & Reporting

• Support monthly forecasting and consolidation of corporate forecasts, ensuring accuracy and timely updates.
• Lead corporate headcount planning and workforce expense forecasting, partnering with the People Team and business leaders on hiring plans, vacancies, organizational changes, and personnel costs.
• Support the annual operating plan, budget, and long-range planning processes.
• Analyze financial results, including variance, profitability, margin, and cost trends, to identify key business drivers and opportunities.
• Develop and support the company’s financial reporting packages, dashboards, and presentations.
• Compare actual results to budget and forecast, providing meaningful analysis and recommendations to leadership.

Finance Business Partnering

• Serve as a trusted finance business partner to functions including People, IT, Legal, Finance, Facilities, and Corporate Operations.
• Provide leaders with insights into spending trends, headcount, resource allocation, and investment decisions.
• Partner with stakeholders to improve budget utilization, financial discipline, and operational efficiency.

Process Improvement & Finance Transformation

• Identify and implement improvements to FP&A processes, reporting, and financial analysis.
• Look for opportunities to automate and simplify reporting to improve scalability and efficiency.
• Explore and leverage AI-enabled tools and emerging technologies to enhance forecasting, reporting, and financial insights.

What We’re Looking For

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