Senior Financial Analyst

Title: Senior Financial Analyst

Location: Needham, MA (3 days a week in office, 2 days remote)

Company: $200m, Global AdTech/SaaS, strong backing/subsidiary of a larger global company. Growing organically and through M&A. Company is doing very well and growing. Recently launched a new AI driven product and recognized in multiple spaces.

Additional Info: We are working with a global SaaS company that is looking to hire a Senior. Company pays competitively (100% paid benefits), offers tremendous room to grow, extremely sharp team, just overall outstanding Culture, and People. Good quality of life.

Reporting directly to the head of FP&A with exposure to the CFO, this will be Corporate FP&A, business partnership, and help scale out the company. This will have a focus on Opex side and business partnering, but will get opportunity to see full P&L but will also include supporting AOP, corporate forecasts/budgeting, presenting and working directly with leadership, developing dashboards and KPI's.. pretty much a touch all role in a rapidly growing company. Lots to get involved with in terms of ad-hoc project

What You’ll Do

Corporate FP&A & Reporting

• Support monthly forecasting and consolidation of corporate forecasts, ensuring accuracy and timely updates.
• Lead corporate headcount planning and workforce expense forecasting, partnering with the People Team and business leaders on hiring plans, vacancies, organizational changes, and personnel costs.
• Support the annual operating plan, budget, and long-range planning processes.
• Analyze financial results, including variance, profitability, margin, and cost trends, to identify key business drivers and opportunities.
• Develop and support the company’s financial reporting packages, dashboards, and presentations.
• Compare actual results to budget and forecast, providing meaningful analysis and recommendations to leadership.

Finance Business Partnering

• Serve as a trusted finance business partner to functions including People, IT, Legal, Finance, Facilities, and Corporate Operations.
• Provide leaders with insights into spending trends, headcount, resource allocation, and investment decisions.
• Partner with stakeholders to improve budget utilization, financial discipline, and operational efficiency.

Process Improvement & Finance Transformation

• Identify and implement improvements to FP&A processes, reporting, and financial analysis.
• Look for opportunities to automate and simplify reporting to improve scalability and efficiency.
• Explore and leverage AI-enabled tools and emerging technologies to enhance forecasting, reporting, and financial insights.

What We’re Looking For

• Bachelor’s degree in Finance, Accounting, or a related field.
• 3-5 years of experience in Finance, FP&A, Accounting, or a related discipline.
• 1–2 years of experience serving as a finance business partner, ideally working with senior leadership.
• Advanced Excel skills, including scenario modeling and financial analysis.
• Strong understanding of GAAP and financial reporting.
• Experience with data mining, financial modeling, forecasting, and developing actionable insights.
• Experience with FP&A platforms such as TM1/IBM Planning Analytics, Anaplan, Workday Adaptive Planning, Oracle Hyperion, or similar systems.

Why This Opportunity?

This is a highly visible FP&A role offering the opportunity to partner directly with leadership, influence business decisions, and help shape the company’s financial planning and reporting processes. You’ll have the chance to work across the organization, build strong business partnerships, and contribute to finance transformation initiatives—including the use of emerging technologies and AI.