Topline FP&A Manager - Forecasting & Strategy (Hybrid)

LeadStack Inc.; Palo Alto (CA); Hybrid; USD 110,208 - 144,648; Full time

Job summary

A cutting-edge technology firm based in Palo Alto, CA, is seeking a Senior Financial Analyst to enhance financial planning models and provide critical insights for decision-making. The role demands over 7 years of experience in SaaS, particularly in financial analysis and Topline Forecasting. The ideal candidate will have advanced Excel skills, a relevant degree, and experience with major software like Adaptive and NetSuite. Join us to impact strategic growth in a dynamic environment, with a hybrid work arrangement available.

Qualifications

• 7+ years of experience in SaaS financial analysis and business operations, preferably with Topline Forecast experience.
• Experience with large publicly traded B2B Software / SaaS companies is strongly preferred.
• CFA or CPA certifications are a plus but not required.

Responsibilities

• Maintain & improve top-line financial planning models.
• Prepare inputs/analyses for annual planning and forecasts.
• Conduct monthly outlooks to gauge business rhythm.
• Model complex what-if scenarios for pricing and product changes.
• Collaborate across teams for daily forecast analyses.

Skills

Analytical and problem-solving abilities

Expert level skills with Excel

Experience in financial analysis

Proficiency with PowerPoint

Education

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

Tools

Adaptive

NetSuite

Salesforce

Google Sheets

Google Slides

Job description

A cutting-edge technology firm based in Palo Alto, CA, is seeking a Senior Financial Analyst to enhance financial planning models and provide critical insights for decision-making. The role demands over 7 years of experience in SaaS, particularly in financial analysis and Topline Forecasting. The ideal candidate will have advanced Excel skills, a relevant degree, and experience with major software like Adaptive and NetSuite. Join us to impact strategic growth in a dynamic environment, with a hybrid work arrangement available.