Senior Financial Planning Analyst

Job Description Senior Financial Planning Analyst Remote Our client is a $100 million software company that provides comprehensive IT, Operational Technology (OT), and Internet of Things (IoT) monitoring solutions for networks of all sizes across diverse industries. Its flagship product is an all-in-one monitoring platform that enables organizations to ensure system reliability, prevent downtime, and optimize performance. This is an exceptional opportunity for an analyst to accelerate their career within a high-growth, highly profitable, private-equity-backed technology company. The selected candidate will work alongside seasoned technology executives and world-class investors in an environment that values innovation, performance, and insight. Role Reporting to the Senior Manager of Financial Planning & Analysis (FP&A), the Senior Financial Planning Analyst will play a key role in providing critical financial information, improving analytical tools, and enhancing the organizations decision-making capabilities. The analyst will develop insights that directly shape strategy, guide investments, and accelerate business growth worldwide. This role requires digging into complex data, uncovering opportunities, and partnering with cross-functional leaders to drive better decisions every day. The analysts work will support initiatives that expand customer value, grow revenue, and improve profitability. Responsibilities Drive key aspects of the annual budgeting and planning process. Maintain complex financial models for daily and weekly budgeting and forecasting. Compile, analyze, and interpret data to support decisions on customer contracts, sales channels, and revenue-related activities. Analyze current financial performance relative to historical data and forecasts. Identify trends, variances, and opportunities for financial optimization. Own 13-week cash flow forecasting, liquidity planning, debt schedules, and FX gain/loss analyses. Collaborate with cross-functional teams to gather relevant information for analysis. Assist in the preparation of board materials and other ad hoc presentations. Communicate effectively across all levels of management within a global organization. Qualifications Qualifications Bachelors degree in Finance, Accounting, or a related field. 3+ years of experience in financial analysis, business consulting, or investment banking. Prior experience in the software or technology industry is strongly preferred. Advanced financial modeling and analytical skills, including scenario analysis and experience with three-statement models. Expert proficiency in Microsoft Excel, including complex formulas and calculations. Hands-on experience supporting FP&A processes and core business operations. Experience utilizing data automation tools (Power BI, Power Query) to enhance process efficiency Strong analytical and detail orientation with the ability to translate data into actionable insights. Solid understanding of accounting principles and financial statement analysis. Why Is This a Great Opportunity The focus of this role is handling the cash forecasting for a recently purchased software company. The selected individual will work closely with the operating leaders to prepare timely information on the cash position, foreign exchange positions and banking relations. The FP&A team of three work closely with each other on overall forecasting; responding to ad hoc requests from management and interacting with the private equity owners. This is an exciting chance to be part of a growing software company and build out your resume.