Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Senior Manager of FP&A at Power Factors. Leading financial planning and compliance reporting across global SaaS, Professional Services and Hardware business.
Responsibilities
- Own the company-wide budgeting, forecasting, and long-range planning excel model, ensuring accuracy, speed, and cross-functional alignment.
- Build and maintain complex driver-based financial models for SaaS ARR/MRR, Professional Services utilization, and Hardware COGS/margin views.
- Partner with senior leadership to prepare executive-ready reporting, board materials, narrative packages, and scenario analyses.
- Own advanced financial modeling in Excel, including multi-scenario forecasting, dynamic cost allocation models, and statistical forecasting techniques.
- Use Python in Excel or standalone Python workflows to automate data cleanup, forecasting, variance analysis, and scenario planning—leveraging emerging FP&A best practices.
- Implement AI-enabled financial processes (e.g., generative insights, automated forecast updates, anomaly detection) aligned with modern FP&A transformation trends.
- Evaluate and implement new BI, data automation, and reporting tools to scale the finance function.
- Deliver monthly and quarterly reporting packages, variance analyses, and KPI dashboards.
- Improve financial discipline by identifying risks/opportunities early and supporting mitigation or investment recommendations.
- Enhance forecast accuracy through automation, data integrity improvements, and AIassisted forecasting approaches.
- Own the preparation and review of debt covenant calculations, including leverage ratios, fixedcharge coverage, liquidity, and other financial maintenance covenants as defined in credit agreements.
- Partner with Controllership and external advisors to ensure accurate covenant compliance reporting tied to GAAP results and permitted adjustments.
- Maintain detailed covenant calculation models and supporting schedules to facilitate internal review, lender requests, audits, and credit agreement amendments.
- Support ongoing lender reporting requirements, including monthly/quarterly compliance certificates, cash flow reporting, and variance explanations versus forecast.
- Assist with refinancing activities, credit agreement modifications, amendments, and incremental debt transactions by providing pro formas, leverage analyses, and sensitivity scenarios.
Requirements
- 7–10+ years of progressive FP&A, or investment banking experience, ideally across SaaS, Professional Services, and Hardware business models.
- Expert-level Excel modeling skills (dynamic models, statistical forecasting, complex data structures).
- Strong financial storytelling abilities—synthesizing complex operational data into decision-ready insights.
- Ability to thrive in fast-paced environments with ambiguous inputs and evolving priorities.
- Exceptional communication skills with executive stakeholders.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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