Senior Financial Strategy Analyst

As a Financial Planning & Analysis (FP&A) Assistant, you will support the FP&A Manager in managing the annual budget planning, quarterly forecasting, and monthly reporting processes. Your key responsibilities will include:

• Assisting in providing accurate, timely, and actionable financial reporting to internal and external stakeholders.
• Supporting the preparation of monthly and quarterly internal and external reporting packages, including those to our German parent company.
• Collaborating with budget owners throughout the company to analyze budget/forecast vs actuals variances and update the forecast accordingly.
• Working closely with the accounting team during month-end close to ensure accurate posting of entries to the correct accounts/teams and proper recording of accruals.
• Conducting reconciliations and checks by running reports by department/cost center, reconciling data, and identifying unusual items, missing expenses, accruals, prepaids, reclasses, etc.
• Compiling management information reporting packs such as monthly decks or Excel books for topline and expense KPIs.
• Maintaining and governing forecast data in OneStream, validating output, and providing variance explanations.
• Collaborating with the FP&A Team to prepare various business scenarios and long-term forecast models.
• Partnering closely with the Talent Acquisition team and HR/Payroll to update personnel planning assumptions.

Your qualifications for this role include:

• 5+ years of financial analysis experience, preferably in an FP&A role within the software industry.
• Proficiency in advanced Excel modeling skills, including VLOOKUP/XLOOKUP functions, SUMIF/SUMIFS functions, formulas, and Pivot Table creation with large datasets.
• Demonstrated initiative and ownership of work with a high degree of attention to detail.
• Strong focus on data hygiene and version control across multiple files and decks.
• Ability to collaborate effectively with others across all functional areas of the business.
• Excellent verbal and written communication skills.
• Comfort with cross-time-zone collaboration, working with onshore finance and business partners, including flexibility for late evening hours when necessary. As a Financial Planning & Analysis (FP&A) Assistant, you will support the FP&A Manager in managing the annual budget planning, quarterly forecasting, and monthly reporting processes. Your key responsibilities will include:
• Assisting in providing accurate, timely, and actionable financial reporting to internal and external stakeholders.
• Supporting the preparation of monthly and quarterly internal and external reporting packages, including those to our German parent company.
• Collaborating with budget owners throughout the company to analyze budget/forecast vs actuals variances and update the forecast accordingly.
• Working closely with the accounting team during month-end close to ensure accurate posting of entries to the correct accounts/teams and proper recording of accruals.
• Conducting reconciliations and checks by running reports by department/cost center, reconciling data, and identifying unusual items, missing expenses, accruals, prepaids, reclasses, etc.
• Compiling management information reporting packs such as monthly decks or Excel books for topline and expense KPIs.
• Maintaining and governing forecast data in OneStream, validating output, and providing variance explanations.
• Collaborating with the FP&A Team to prepare various business scenarios and long-term forecast models.
• Partnering closely with the Talent Acquisition team and HR/Payroll to update personnel planning assumptions.

Your qualifications for this role include:

• 5+ years of financial analysis experience, preferably in an FP&A role within the software industry.
• Proficiency in advanced Excel modeling skills, including VLOOKUP/XLOOKUP functions, SUMIF/SUMIFS functions, formulas, and Pivot Table creation with large datasets.
• Demonstrated initiative and ownership of work with a high degree of attention to detail.
• Strong focus on data hygiene and version control across multiple files and decks.
• Ability to collaborate effectively with others across all functional areas of the business.
• Excellent verbal and written communication skills.
• Comfort with cross-time-zone collaboration, working with onshore finance and business partners, including flexibility for late evening hours when necessary.