Job Description

Overview

PowerPlan helps optimize the financial performance of our customers’ assets by developing strategic solutions for complex problems. We are looking for a Senior Financial Analyst in our Corporate FP&A group that will act as a business partner to internal stakeholders, drive strategic analyses, and help deepen granularity in forecasting.

We are looking for someone who can think strategically to successfully position PowerPlan for future growth, as well as tactically execute on financial analyses and forecasting. This person must be analytical, highly collaborative, possess an inquisitive spirit, and be able to balance multiple priorities. This person must also be able to quickly build credibility and perform ongoing analysis to provide visibility into operational and financial performance trends. This position will report to the Sr. Director, Finance and have visibility and interaction with the most senior leaders at PowerPlan, including the CFO.

Responsibilities

Key Performance Objectives

Provide financial analysis and reporting : Assist the FP&A team on the monthly forecasting process using our cloud-based forecast modeling system (Vena). Leverage operational data from other sources where possible to support the key inputs in the model. Proactively identify, analyze and communicate trends and issues affecting the business.

Drive cloud cost optimization across the organization: Analyze cloud and SaaS spend patterns to forecast monthly, quarterly and annual cloud/SaaS expenditures against budgeted targets and KPIs. Assist the FP&A and Accounting teams to allocate costs and report on gross margin by product

Conduct ad hoc analyses: Conduct ad hoc analyses as needed to drive growth in the business. Analyze areas such as: pricing strategy, renewals, cost trends, and customer growth trends. Build re-useable analyses to assist the business, pricing calculators and other analyses.

Build relationships and provide financial information to department heads: Meet with department heads (Sales, Marketing, R&D and G&A) monthly to discuss their financial results, including actual vs. plan and actual vs. forecast. Discuss the future forecast of their business and update the department forecast accordingly.

Preparation of monthly/quarterly reporting packages: Assist FP&A team in preparation of monthly/quarterly reporting packages for the executive team, Board of Directors, and department heads. Assis in the analysis of the financial data, provide commentary on variances, and be able to explain any changes from previous months. Ensure accuracy of all financial results, analysis and forecasts.

Coordinating and developing the annual budget: Support the annual budgeting process to develop three-year financial plan with multiple stress-tested scenarios, including coordinating with department heads, the FP&A team, and executive team to manage timelines and summarize progress.

Qualifications

Responsibilities

• Financial Planning and Budgeting: Participate in the annual budgeting process, working closely with department heads to develop accurate and achievable budgets aligned with strategic goals. Monitor and analyze budget-to-actual performance, identifying areas of concern and recommending appropriate actions to improve financial outcomes.
• Forecasting and Scenario Analysis: Develop financial forecasts and projections based on historical data, market trends, and operational insights to provide reliable estimates for decision-making. Conduct scenario analysis to assess the impact of various business scenarios on financial performance and assist in risk management.
• Financial Reporting and Analysis: Prepare and present regular financial reports, KPIs, and variance analysis to senior management and stakeholders, providing meaningful insights into financial performance. Collaborate with accounting teams to ensure accurate and timely financial statements and disclosures.
• Strategic Planning: Work closely with the executive team to contribute financial expertise to the strategic planning process, evaluating new business opportunities and potential investments.
• Process Improvement: Continuously improve financial planning processes and tools, streamlining workflows and enhancing the efficiency and accuracy of financial analysis.
• Cross-functional Collaboration: Collaborate with various departments, including Sales, Marketing, Operations, and Human Resources, to understand their financial needs and assist in optimizing resource allocation.
• Team Leadership: Supervise and mentor a team of financial analysts, providing guidance and support to enhance their skills and performance.

Required

• Bachelor’s degree in Finance, Accounting or similar.
• 3+ years of experience in financial analysis, planning, or modeling, preferably in Corporate FP&A or Big 4 (Transaction Advisory). Software/technology experience is a plus.
• Basic understanding of technical cloud infrastructure concepts
• Extensive knowledge of Excel with ability to create and analyze complex financial models.
• Proficient knowledge of KPIs and dashboards
• Experience compiling financial statements in accordance with GAAP.
• Proven ability to build and maintain relationships across an organization.
• Proven ability to manage priorities in a high paced environment with a strong attention to detail.
• Experience with Vena, SalesForce, AWS Cost Explorer, or Azure Cost Management a plus.

PowerPlan is an EOE

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Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.

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