Financial Planning Analyst

Job description:

Financial Planning Analyst Remote

Opportunity

Our client is a $100 million software company that provides comprehensive IT, Operational Technology (OT), and Internet of Things
(IoT) monitoring solutions for networks of all sizes across diverse industries. Its flagship product is an all-in-one monitoring platform
that enables organizations to ensure system reliability, prevent downtime, and optimize performance.
This is an exceptional opportunity for an analyst to accelerate their career within a high-growth, highly profitable, private-equity-backed
technology company. The selected candidate will work alongside seasoned technology executives and world-class investors in an environment that
values innovation, performance, and insight.

Role

Reporting to the Senior Manager of Financial Planning & Analysis (FP&A), the Financial Planning Analyst will play a key role in providing
critical financial information, improving analytical tools, and enhancing the organizations decision-making capabilities.
The analyst will develop insights that directly shape strategy, guide investments, and accelerate business growth worldwide. This role
requires digging into complex data, uncovering opportunities, and partnering with cross-functional leaders to drive better decisions every
day. The analysts work will support initiatives that expand customer value, grow revenue, and improve profitability.

Responsibilities

- Drive key aspects of the annual budgeting and planning process.

- Maintain complex financial models for daily and weekly budgeting and forecasting.

- Compile, analyze, and interpret data to support decisions on customer contracts, sales channels, and revenue-related activities.

- Analyze current financial performance relative to historical data and forecasts.

- Identify trends, variances, and opportunities for financial optimization.

- Collaborate with cross-functional teams to gather relevant information for analysis.

- Assist in the preparation of board materials and other ad hoc presentations.

- Communicate effectively across all levels of management within a global organization.

- Hands-on experience supporting FP&A processes and core business operations.

- Experience utilizing data automation tools (Power BI, Power Query) to enhance process efficiency

- Strong analytical and detail orientation with the ability to translate data into actionable insights.

- Solid understanding of accounting principles and financial statement analysis.

Qualifications:

Qualifications

- Bachelors degree in Finance, Accounting, or a related field.

- 3+ years of experience in financial analysis, business consulting, or investment banking.

- Prior experience in the software or technology industry is strongly preferred.

- Advanced financial modeling and analytical skills, including experience with scenario analysis and three-statement models.

- Expert proficiency in Microsoft Excel, including complex formulas and calculations.

- Hands-on experience supporting FP&A processes and core business operations.

- Experience utilizing data automation tools (Power BI, Power Query) to enhance process efficiency

- Strong analytical and detail orientation with the ability to translate data into actionable insights.

- Solid understanding of accounting principles and financial statement analysis.

Why is This a Great Opportunity:

The company is forecast to reach $100 million in revenue, reflecting a solid 20% organic growth rate. In 2026, they plan to augment this growth through acquisitions. This marks the second year of a five- to seven-year journey aimed at significantly increasing the organizations enterprise value. The private equity sponsor is focused on technology businesses.

The selected individual will play a key role in supporting operational decision-making and enhancing the current business model.

The ideal candidate will have relevant experience, strong financial modeling skills, and preferably prior involvement in the software industry. This experience may come from a similar role at another company, business consulting, or investment banking.

The client has begun interviewing candidates.

Salary Type : Annual Salary

Salary Min : $ 110000

Salary Max : $ 115000

Currency Type : USD

Nigel