Planning & Analysis Specialist supporting PGIM Finance's Real Estate investment capability through financial forecasting and reporting analysis. Collaborating with senior leadership for data - driven decision making.
About the role
- Financial Planning & Analysis Manager at Superhuman engaging in revenue forecasting and performance analysis. Collaborating with stakeholders to improve visibility and drive strategic business decisions.
Responsibilities
- Partner as a trusted financial advisor to Sales leaders, providing actionable insights into performance and guiding strategic decisions.
- Lead monthly forecasting, budgeting, and long-range planning for revenue, headcount, and operating expenses to support business objectives.
- Drive coordinated headcount and resource planning to ensure alignment with growth targets and operational priorities.
- Analyze sales performance and GTM metrics (e.g., pipeline health, conversion rates, rep productivity, CAC, LTV) to identify growth opportunities and risks.
- Own and enhance performance dashboards and reporting frameworks to improve visibility and executive decision‑making.
- Support deal evaluation and financial guidance on pricing, deal structure, and profitability to align with strategic priorities.
- Lead ad-hoc analysis and execution for finance and business leadership, focused on growth, profitability, and operational efficiency.
Requirements
- 6+ years of progressive experience in financial planning & analysis (FP&A), strategic finance, or related fields, including 2+ years covering sales.
- Bachelor's Degree in Economics, Finance, Math, Statistics, Engineering, Computer Science, or related discipline
- Expert in Excel and Google Sheets; can maintain complex spreadsheets, comfortable with different modeling techniques and shortcuts.
- Proficient in SQL and analytics, with the ability to synthesize large, imperfect datasets into clear insights and recommendations for senior leaders
- Deep experience in financial planning, forecasting, and driving insights through data-driven analysis
- Proven ability to build strong working relationships with key partners
- Ability to work independently and adapt to frequently changing situations
- Strong project management capabilities and the ability to juggle multiple priorities independently.
Benefits
- Excellent health care (including a wide range of medical, dental, vision, mental health, and fertility benefits)
- Disability and life insurance options
- 401(k) and RRSP matching
- Paid parental leave
- 20 days of paid time off per year, 12 days of paid holidays per year, two floating holidays per year, and flexible sick time
- Generous stipends (including those for caregiving, pet care, wellness, your home office, and more)
- Annual professional development budget and opportunities
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