Senior Financial Analyst - Sales Planning & Forecasting

MathWorks; Natick (MA); On-site; USD 104,000 - 161,000; Full time

Job summary

MathWorks in Natick, MA seeks a Senior FP&A Analyst to lead sales capacity planning, forecasting, and revenue insights that drive growth and improve forecast quality.

This hands-on role partners with planning systems, data warehouse teams, and analytics resources to build scalable financial models using Anaplan, Snowflake, SQL, Power BI, and Excel.

Qualifications

• Bachelor's degree with 6+ years FP&A experience, or master's with 3+ years.
• Authorized to work in the United States full-time without restriction.
• Visa sponsorship will not be provided for this position.

Responsibilities

• Lead components of the annual sales capacity planning and related top-line forecasting processes.
• 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.
• Develop forward-looking insights across key revenue and business metrics (ARR, renewals, churn, growth drivers).
• Frame analyses with counter measures to enable leadership decisions.
• Identify trends and drive improvements in forecasting accuracy, automation, data quality, and FP&A processes.

Skills

Sales quota planning

Forecasting

Financial modeling

Data analysis

Executive communication

Education

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

Tools

Anaplan

Snowflake

SQL

Power BI

Excel

Job description

Senior Financial Analyst - Sales Planning & Forecasting

• Team: Finance and Operations
• Location: US-MA-Natick
• Salary Range: USD 103,500 - 160,500

Job Summary

We are seeking a strategic Senior FP&A Analyst to play a key role in driving MathWorks' planning, forecasting, revenue insights, and sales quota planning processes. 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.

Responsibilities

• Lead significant components of the annual sales capacity planning and related top-line forecasting processes
• 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.