Senior Analyst - FP&A(Financial Planning & Analysis)
Location: US (Boston)
Who we are and What we do?
AppViewX is trusted by the world’s leading organizations to reduce risk, ensure compliance, and increase visibility through automated certificate lifecycle management. At AppViewX, you will get to work with our AVX ONE platform that provides complete certificate lifecycle management and PKI-as-a-Service using streamlined automation workflows to prevent outages, reduce security incidents, and enable crypto-agility. AppViewX is also certified as a Great Place to Work in India, cementing us as an employer of choice.
Position Summary
We are looking for a Senior Analyst - FP&A(Financial Planning & Analysis) to join our Finance team. This role will report directly to the Director – Finance & Accounts and will be responsible for end-to-end financial planning, budgeting, forecasting, reporting and analytics.
The individual will work closely with GTM leaders (Sales, Marketing, and Customer Success) to deliver business insights, support decision-making, and drive financial performance. The ideal candidate will have a proven track record of partnering with business stakeholders, strong analytical skills, and hands-on experience with FP&A tools.
Key Responsibilities
- Partner with GTM leaders to provide financial support, performance analysis, and strategic insights.
- Lead the annual budgeting and quarterly forecasting processes; ensure accuracy and alignment with business objectives.
- Prepare monthly, quarterly, and annual management reports, highlighting performance trends and risks.
- Conduct variance analysis and present actionable recommendations to leadership.
- Develop and maintain financial models for scenario planning, investment decisions, and growth initiatives.
- Manage financial data integrity, reporting accuracy, and analytics across multiple systems.
- Drive continuous improvements in FP&A processes, reporting automation, and adoption of FP&A tools.
- Collaborate with cross-functional teams to support business initiatives and strategic projects.
Must Have Skills
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA/CA/CFA preferred.
- 5–7 years of relevant FP&A experience, ideally in a SaaS or technology product company.
- Proven business partnering experience with GTM functions and leaders.
- Strong expertise in budgeting, forecasting, financial modeling, and variance analysis.
- Experience in data management and data analytics.
- Hands-on experience with FP&A tools (e.g.,Vena, Adaptive Insights, Anaplan, Hyperion, or similar).
- Advanced Excel and proficiency in visualization tools (Power BI, Tableau, etc.).
- Excellent communication, presentation, and stakeholder management skills.
- Strong attention to detail, ability to handle multiple priorities, and deliver under tight deadlines.
Why AppViewX?
AppViewX caters to a wide range of customers from Fortune 1000 companies, including six of the top ten global commercial banks, five of the top ten global media companies, and five of the top ten managed healthcare providers. Over the years, we grew our diverse team, perfected our automation platform, and expanded our global footprint to India, North America, United Kingdom, and Australia. Today, we are headquartered in New York City and have come a long way by optimizing opportunities to create lasting relationships with enterprises, gaining unshakable customer trust along the way.
AppViewX is proud to be an Equal Employment Opportunity Employer. It is AppViewX’s policy to afford equal employment opportunities to all employees regardless of race, color, national origin, ancestry, religion, citizenship status, gender, gender expression or identity, sexual orientation, age, marital status, military or veteran status, pregnancy, disability, genetic information, arrest record or other protected class under state, federal, or local law. AppViewX, Inc. will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a background check and drug screen (as applicable).
