What are the responsibilities and job description for the Senior Financial Analyst position at The Planet Group?
Senior Financial Analyst
Direct Hire
Hybrid-Longmont, CO
100k-125k ( a bonus!)
Must Haves:
Plus:
****
Job Description:
SENIOR FINANCIAL ANALYST
COMMERCIAL & ENGINEERING
Summary
We are seeking a Senior Financial Analyst to serve as a key finance partner to Commercial and Engineering
departments within a fast-growing, private equity-backed manufacturing company. This is a high-impact role
at the center of the company’s growth engine, responsible for Bookings and Revenue forecasting,
commercial and product analytics, and supporting investment decisions across go-to-market and product
development initiatives. The ideal candidate is highly analytical, business-oriented, and thrives in a fast-paced environment where they can influence decisions and help scale a growing business.
Responsibilities
Own the Revenue Forecast
• Lead the Bookings and Revenue forecasting process, including pipeline, conversion, shipments, and
revenue recognition.
• Partner with Sales and Marketing to improve forecast accuracy and visibility into growth drivers.
• Ensure alignment between revenue forecasts and operational capacity.
Drive Commercial & Customer Insights
• Analyze pipeline performance, customer trends, pricing, and product mix.
• Develop KPI dashboards and performance reporting for commercial leadership.
• Provide actionable insights to support revenue growth and efficiency.
Partner on Product & Engineering Investments
• Work closely with Product Management and Engineering to evaluate product roadmap and development
investments.
• Support new product introductions (NPI) through financial modeling and scenario analysis.
• Develop business cases for product and engineering initiatives, including headcount and R&D
investments.
• Provide visibility into product-level performance, profitability, and investment returns.
Lead Planning & Performance Management
• Own budgeting and forecasting for Sales, Marketing, and Engineering, including headcount and operating
expenses.
• Analyze results vs. plan and communicate key drivers, risks, and opportunities.
• Prepare materials for leadership and private equity stakeholders.
Enable Scalable Growth
• Build and improve financial models, reporting, and planning processes.
• Partner with Finance Operations to ensure alignment with company-wide reporting and systems.
• Help establish financial discipline and visibility in a high-growth environment.
Required Qualifications
• Bachelor's degree in Finance, Accounting or Business.
• 5 years of experience in FP&A, corporate finance.
• Strong experience in revenue forecasting, financial modeling, and business partnering.
• Experience working with Sales, Marketing, Product, or Engineering teams.
• Experience translating complex data into clear and actionable insights.
Preferred Qualifications
• MBA in Finance, Accounting or Business.
• Advanced Excel skills; experience with ERP, CRM, or planning tools.
• Experience in a high-growth and/or private equity-backed environment.
• Background in manufacturing, industrial, or product-based businesses
#AFHR
Direct Hire
Hybrid-Longmont, CO
100k-125k ( a bonus!)
Must Haves:
- Relevant Bachelor's degree and 5 years of FP&A experience, including forecasting, budgeting and modeling
- Advanced Excel
- Prior support of sales/marketing (any industry) OR prior support of R&D/Engineering in the manufacturing industry
- Revenue forecasting, financial modeling, and business partnering
- Understanding of financial statements (P&L, Balance Sheet, and Cash Flow and how they work together)
- Ability to engage and work with C Level management
- Be highly proactive
Plus:
- Manufacturing industry experience
- Experience with commission planning( quotas) and management
- Experience with Infor/Syteline, and/or Datarails
- MBA
- Experience in a PE backed company and/or high growth environment
- Basic understanding of accounting ( accruals, debits/credits)
****
Job Description:
SENIOR FINANCIAL ANALYST
COMMERCIAL & ENGINEERING
Summary
We are seeking a Senior Financial Analyst to serve as a key finance partner to Commercial and Engineering
departments within a fast-growing, private equity-backed manufacturing company. This is a high-impact role
at the center of the company’s growth engine, responsible for Bookings and Revenue forecasting,
commercial and product analytics, and supporting investment decisions across go-to-market and product
development initiatives. The ideal candidate is highly analytical, business-oriented, and thrives in a fast-paced environment where they can influence decisions and help scale a growing business.
Responsibilities
Own the Revenue Forecast
• Lead the Bookings and Revenue forecasting process, including pipeline, conversion, shipments, and
revenue recognition.
• Partner with Sales and Marketing to improve forecast accuracy and visibility into growth drivers.
• Ensure alignment between revenue forecasts and operational capacity.
Drive Commercial & Customer Insights
• Analyze pipeline performance, customer trends, pricing, and product mix.
• Develop KPI dashboards and performance reporting for commercial leadership.
• Provide actionable insights to support revenue growth and efficiency.
Partner on Product & Engineering Investments
• Work closely with Product Management and Engineering to evaluate product roadmap and development
investments.
• Support new product introductions (NPI) through financial modeling and scenario analysis.
• Develop business cases for product and engineering initiatives, including headcount and R&D
investments.
• Provide visibility into product-level performance, profitability, and investment returns.
Lead Planning & Performance Management
• Own budgeting and forecasting for Sales, Marketing, and Engineering, including headcount and operating
expenses.
• Analyze results vs. plan and communicate key drivers, risks, and opportunities.
• Prepare materials for leadership and private equity stakeholders.
Enable Scalable Growth
• Build and improve financial models, reporting, and planning processes.
• Partner with Finance Operations to ensure alignment with company-wide reporting and systems.
• Help establish financial discipline and visibility in a high-growth environment.
Required Qualifications
• Bachelor's degree in Finance, Accounting or Business.
• 5 years of experience in FP&A, corporate finance.
• Strong experience in revenue forecasting, financial modeling, and business partnering.
• Experience working with Sales, Marketing, Product, or Engineering teams.
• Experience translating complex data into clear and actionable insights.
Preferred Qualifications
• MBA in Finance, Accounting or Business.
• Advanced Excel skills; experience with ERP, CRM, or planning tools.
• Experience in a high-growth and/or private equity-backed environment.
• Background in manufacturing, industrial, or product-based businesses
#AFHR