Senior Financial Planning Analyst

Totlani & Partners; Denver (CO); On-site; USD 83,000 - 113,000; Full time

Benefits offered by this job

Salary range

Annual bonus

Equity

Health insurance

Disability & Life

Job summary

Totlani & Partners is seeking a Senior Financial Analyst to strengthen its financial planning and analysis function. This newly created role will help develop the reporting, forecasting, and performance-management tools used by leadership to guide business decisions.

The successful candidate will work with finance and cross-functional partners to analyze recurring revenue, operating expenses, growth investments, and data-driven insights. Three days per week in the Denver-area office are required.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related discipline.
• 3–5 years of FP&A, corporate finance, or strategic finance experience.
• Direct experience building and owning financial forecasts.
• Experience in a SaaS, subscription, or recurring-revenue environment.
• Strong understanding of recurring-revenue and unit-economics metrics.
• Experience partnering with sales, marketing, operations, or other business teams.
• Advanced Excel or Google Sheets skills, including financial modeling, scenario analysis, pivot tables, and lookups.
• Ability to create financial models that are organized, documented, auditable, and usable by others.
• Strong written and verbal communication skills.
• Ability to explain financial results clearly to non-finance stakeholders.
• Experience improving or automating finance workflows.
• Ability to bring structure to undefined problems and manage competing priorities.
• Availability to work on-site in the Denver area three days per week.

Responsibilities

• Build and maintain driver-based revenue, expense, and headcount forecasts.
• Lead quarterly forecasting and support the annual planning process.
• Analyze recurring revenue, customer retention, acquisition costs, margins, and other KPIs.
• Prepare budget-to-actual and forecast-to-actual variance analyses.
• Develop scenario and sensitivity models to support pricing, hiring, and investment decisions.
• Partner with sales, marketing, operations, and accounting to validate assumptions and improve forecast accuracy.
• Monitor vendor, technology, contractor, and other operating expenses.
• Analyze gross margin, unit economics, and cost-to-serve trends.
• Maintain executive and departmental dashboards.
• Prepare financial schedules and analyses for leadership and board reporting.
• Identify emerging trends, risks, and opportunities and communicate their potential business impact.
• Improve data quality and reporting controls across financial models and dashboards.
• Automate recurring reporting and analysis processes.
• Maintain clear documentation of models, assumptions, and methodologies.

Skills

FP&A experience

SaaS / recurring revenue

Forecasting

Excel / Google Sheets

Cross-functional collaboration

Financial modeling

Communication skills

Automation of finance workflows

Education

Bachelor’s degree in finance, accounting, economics, or related discipline

Tools

Excel

Google Sheets

Job description

Our client is a growing technology company seeking a Senior Financial Analyst to strengthen its financial planning and analysis function. This newly created position will help develop the reporting, forecasting, and performance-management tools used by leadership to guide business decisions.

The successful candidate will work closely with finance and cross-functional partners to analyze recurring revenue, operating expenses, business performance, and growth investments. This is an excellent opportunity for someone who enjoys building processes, working through ambiguity, and turning complex financial data into actionable insights.

The position requires three days per week in our client’s Denver-area office.

Key Responsibilities

• Build and maintain driver-based revenue, expense, and headcount forecasts.
• Lead quarterly forecasting and support the annual planning process.
• Analyze recurring revenue, customer retention, acquisition costs, margins, and other key performance indicators.
• Prepare budget-to-actual and forecast-to-actual variance analyses.
• Develop scenario and sensitivity models to support pricing, hiring, and investment decisions.
• Partner with sales, marketing, operations, and accounting to validate assumptions and improve forecast accuracy.
• Monitor vendor, technology, contractor, and other operating expenses.
• Analyze gross margin, unit economics, and cost-to-serve trends.
• Maintain executive and departmental dashboards.
• Prepare financial schedules and analyses for leadership and board reporting.
• Identify emerging trends, risks, and opportunities and communicate their potential business impact.
• Improve data quality and reporting controls across financial models and dashboards.
• Automate recurring reporting and analysis processes.
• Maintain clear documentation of models, assumptions, and methodologies.

Required Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related discipline.
• Three to five years of progressive FP&A, corporate finance, or strategic finance experience.
• Direct experience building and owning financial forecasts.
• Experience in a SaaS, subscription, or recurring-revenue environment.
• Strong understanding of recurring-revenue and unit-economics metrics.
• Experience partnering with sales, marketing, operations, or other business teams.
• Advanced Excel or Google Sheets skills, including financial modeling, scenario analysis, pivot tables, and lookup functions.
• Ability to create financial models that are organized, documented, auditable, and usable by others.
• Strong written and verbal communication skills.
• Ability to explain financial results clearly to non-finance stakeholders.
• Experience improving or automating finance workflows.
• Ability to bring structure to undefined problems and manage competing priorities.
• Availability to work on-site in the Denver area three days per week.

Preferred Qualifications

• Experience in a high-growth technology company.
• Experience automating recurring financial reports or models.
• Familiarity with modern accounting, expense-management, CRM, HR, and business-intelligence platforms.
• Experience supporting board reporting, valuation work, or fundraising diligence.
• Interest in using AI and automation tools to improve financial analysis and processes.

What Our Client Offers

• Salary of $83,000–$113,000, based on qualifications and experience
• Annual performance bonus eligibility
• Equity participation
• Medical, dental, and vision insurance
• Employer-provided disability and life insurance