Senior Financial Analyst

EngineersOfAI; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Celonis, the global leader in Process Intelligence, seeks a seasoned FP&A leader in New York to own budgeting, forecasting, and financial modeling that informs strategic decisions across the business. You will partner with executives and department heads to translate data into actionable plans.

You will develop rolling forecasts, monitor KPIs, support pricing strategies and capital planning, and drive process improvements with advanced analytics and AI-enabled finance tools, ensuring regulatory

Qualifications

• Minimum 3–5 years FP&A experience, preferably SaaS/tech.
• Proven ability to develop and manage complex financial models and forecasts.
• Experience with subscription-based business models and ASC 606.

Responsibilities

• Lead annual budgeting and planning with department heads.
• Develop models for revenue forecasting, expenses and cash flow.
• Prepare monthly, quarterly and annual management reports.
• Provide financial guidance on product launches and market expansions.
• Improve FP&A processes and systems for accuracy and efficiency.
• Monitor cash flow, capital needs and support strategic investments.

Skills

Financial modeling

Data analysis

Forecasting

SaaS industry

Cross-functional collaboration

ASC 606 knowledge

Education

Bachelor's in Finance/Accounting/Economics

MBA/CFA is a plus

Tools

Anaplan

Pigment

Excel

SQL

Financial planning software

Job description

Celonis is the global leader in Process Intelligence and the pioneer of Process Mining technology. As one of the world’s fastest-growing enterprise SaaS companies, we are changemakers pushing the boundaries of what’s possible. We invest heavily in advanced AI capabilities—specifically our Process Intelligence Graph—to turn data insights into immediate business action. We believe there is a massive opportunity to unlock global productivity and sustainability by placing intelligence at the core of every business process. Join our mission to make processes work for people, companies, and the planet.

The Work You'll Do

Financial Planning & Forecasting:

• Drive the annual budgeting and planning process in collaboration with department heads.
• Develop and maintain detailed financial models for revenue forecasting, expense budgeting, and cash flow analysis.
• Prepare rolling forecasts and update projections based on actual performance and changing business dynamics.
• Conduct scenario and sensitivity analyses to assess the impact of potential business decisions.

Management Reporting & Analysis:

• Prepare comprehensive monthly, quarterly, and annual financial reports for senior management and stakeholders.
• Analyze financial results to identify trends, variances, and opportunities for improvement.
• Develop and monitor key performance indicators (KPIs) and operational metrics to evaluate business performance.
• Present financial insights and recommendations to executive leadership to inform strategic decision-making.

Strategic Business Partnering:

• Collaborate with cross-functional teams to provide financial guidance on initiatives, product launches, and market expansions.
• Support strategic projects such as mergers and acquisitions, partnerships, and capital investments with financial analysis and due diligence.
• Participate in the development of pricing strategies and assess their financial implications.

Process Improvement & Systems Enhancement:

• Identify opportunities to streamline FP&A processes and implement best practices.
• Enhance financial systems and tools to improve data accuracy and reporting efficiency.
• Ensure compliance with accounting principles and internal financial policies.

Cash Flow & Capital Management:

• Monitor cash flow projections and manage working capital requirements.
• Analyze funding needs and assist in capital raising activities as needed.
• Evaluate investment opportunities and their alignment with company financial goals.

Risk Management & Compliance:

• Assess financial risks and develop mitigation strategies.
• Ensure adherence to regulatory requirements and assist with internal and external audits.
• Maintain up-to-date knowledge of industry trends, accounting standards, and regulatory changes.

The Qualifications You'll Need

Education:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• MBA and/or CFA certification is a plus.

Experience:

• Minimum of 3-5 years of FP&A experience, preferably within the SaaS or technology industry or equivalent equity research / investment banking / private equity experience.
• Proven track record of developing and managing complex financial models and forecasts.
• Experience with subscription-based business models and revenue recognition (ASC 606).

Technical Skills:

• Advanced proficiency in financial modeling and data analysis tools (e.g., Anaplan/Pigment, Excel, SQL, financial planning software).
• Practical experience and/or strong interest in utilizing AI-powered finance tools, predictive analytics features, or generative AI workflows.
• Strong understa