Financial Analyst, Senior

Overview

Senior Financial Analyst in the Financial Planning & Analysis function, partnering with the US leadership team of o9 to drive company performance through monthly P&L reporting, variance analysis, and the Annual Operating Plan (AOP) and quarterly rolling forecast.

What you'll do

• Lead FP&A activities including monthly and quarterly close, analysis and reporting for the respective function or business
• Work with Accounting during the close process to ensure accurate entries and suggest reclasses and accruals as needed
• Identify and research variances to forecast, budget and prior year expenses, proactively identifying opportunities for improvement
• Prepare and present the monthly P&L reporting package with variance explanations, headcount analysis and expense detail by vendor
• Develop quarterly forecasts and bottoms-up budget, working with the Finance Manager and portfolio leaders
• Dive deeply into financial data and become a subject matter expert to provide additional insights during the forecast and budget process
• Business partner with GMs and functional leaders to drive analysis and tools for improved decision making
• Develop and monitor core KPIs to track progression towards the operating plan and drive top and bottom-line performance

What you'll need

• 6+ years of experience
• Bachelor's degree in finance, preferably FP&A, Business Finance, or a related area
• Strong knowledge of accounting, financial and operational principles: GAAP / IFRS
• Experience developing analysis, reporting metrics and adept with AOP, quarterly forecasting and month-end close and reporting
• Superior attention to detail and ability to manage multiple, competing priorities while maintaining a view of big-picture goals and initiatives
• Strong interpersonal and communication skills with the ability to interface with various levels of management
• Advanced Excel, Word and PowerPoint skills (or Google Workspace equivalent)
• Passion for design, attention to detail, and a problem-solving mindset

Nice to have

• MBA with 5 to 7 years of FP&A experience (highly preferred)
• Experience working with reporting and budgeting tools; NetSuite financial systems preferred
• Experience within SaaS and/or Supply Chain industries (preferred but not required)
• Background in MBA, business finance, FP&A, consulting, investment banking or private equity, preferably in a SaaS company

Details

• Location: Bangalore, Karnataka, India