We are seeking a strategic, highly motivated, self-driven, analytical and technically strong Finance professional to support the Customer Experience (CX) organization, including Premium Care and Professional Services. This role owns cost management and has visibility to bookings and revenue planning, and partners closely with business and finance leaders to drive insights across bookings, revenue, headcount, cost, and margin.

You’ll play a critical role in connecting operational drivers (utilization, support volume, staffing) to financial outcomes, helping the business scale efficiently while maintaining strong financial discipline. This role requires intellectual curiosity—someone who naturally seeks to understand the “why” behind the numbers and can connect the dots across financial and operational metrics to generate meaningful insights.

What You’ll Do

• Partner with CX organization to provide financial insights and decision support
• Own forecasting for headcount, operating expenses, bookings, and revenue
• Stay connected to revenue (utilization, billable rates) to analyze margin performance
• Build and maintain advanced financial models to support planning and scenario analysis
• Deliver clear Budget vs. Actuals (BvA) and executive-ready insights
• Build and maintain financial models using advance excel, Power BI and PowerPivot
• Align closely with go-to market (GTM) teams to ensure capacity planning supports bookings and revenue targets
• Own and lead the monthly close process, partnering closely with Accounting to drive the accrual cycle and ensure accurate, timely expense recognition in accordance with GAAP..
• Develop and enhance detailed financial models to forecast and analyze functional costs, identify key variance drivers, and improve forecast accuracy.
• Facilitate in-quarter monthly business reviews, enabling the organization to respond proactively to short-term budget fluctuations, while building and tracking KPIs across our businesses.
• Deliver monthly and quarterly management reporting by analyzing financial performance, synthesizing key trends, assessing business risks, and communicating clear, actionable insights to senior leadership.
• Manage multiple priorities in a fast-paced environment while consistently meeting financial deadlines

What You Bring

• 5–8+ years of FP&A or related finance experience (CX, SaaS, or Operations preferred)
• Expertise in Advanced Excel and Google Sheets, including complex formula writing and model building
• Strong experience with: PowerPivot (calculated fields, joins, unions), Power BI (dashboards, reporting), CubeValue formulas
• Proven ability to build scalable data models and integrate multiple data sources
• Experience with ERP/planning tools (Adaptive Planning preferred)
• Strong understanding of cost, headcount, bookings, revenue, and margin dynamics
• Excellent communication skills with the ability to influence stakeholders in a remote environment
• Highly organized with the ability to multitask and consistently deliver under tight deadlines
• Demonstrated intellectual curiosity with the ability to connect the dots across multiple datasets and business drivers
• High sense of accountability and ownership over outcomes
• Strong delivery focus with a “get-it-done” attitude
• Work ethic that reflects a drive to do what it takes to accomplish the mission
• Highly organized with the ability to multitask and consistently deliver under tight deadlines
  
  

Why This Role Matters

This role sits at the intersection of finance, operations, and revenue, helping leadership make informed decisions that directly impact growth, efficiency, and customer experience. You’ll have high visibility, meaningful business partnership, and the opportunity to build scalable financial models that drive real impact.

We are looking to bring on a Sr. Analyst, FP&A for this role. This individual will be responsible for partnering cross-functionally within a fast-moving technology company and its senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization.

Duties and Responsibilities: 

• Support the annual budget, quarterly forecast and long-term strategic planning processes for our Sales and Marketing business unit 
• Own end-to-end tracking of Sales and Marketing software spend by partnering with IT, Procurement and business teams 
• Lead monthly accrual process for Sales and Marketing and other operating expenses by partnering with Accounting to ensure accurate and timely expense recognition in accordance with GAAP 
• Design and refine detailed financial models that forecast and analyze functional costs in order to fully understand sources of variance and, ultimately, improve forecast accuracy 
• Conduct in-quarter puts & takes review sessions – ensure that the organization can flex and react to short-term budget surpluses/deficits, including developing and maintaining KPIs for all aspects of the Sales and Marketing organization 
• Prepare monthly and quarterly management reporting - analyze financial results, distill/synthesize key trends, assess current and future business risk, and communicate key messages to senior management 
• Build and maintain relationships with cross-functional teams to synthesize and integrate updates relating to variances in actual procurement activity relative to budget forecasts 
• Support executive management by providing timely ad hoc reporting on critical issues 
• Become embedded with business partners across the company, establishing trust, building relationships and gaining a deep understanding of relevant drivers
  
  

Qualifications: 

• 3+ years of relevant finance experience preferred; SaaS experience strongly preferred 
• Curious mindset - Passion to understand data models and how data flows as this is critical in identifying process improvements and creating scale within FP&A
• Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders, especially managing upwards; actively identify blind spots and opportunities to Finance Sr. Manager/ DirectorAdaptive insights
• Identify self-training needs 
• Experience with headcount reconciliation – Personnel, To-Be-Hired and Term Headcount 
• Knowledge of Sales/Marketing and applicable key metrics – eg, ARR, MRR, pipeline, conversion/win rates, CAC, LTV 
• Strong financial and operational planning skills 
• Excellent communication skills (written and verbal) with experience developing and delivering presentations 
• Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights