Financial Planning & Analysis (FP&A) Analyst

Position Summary

We are seeking a driven and analytically curious teammate to join our Finance team. The Financial Planning & Analysis Analyst reports to the Chief Financial Officer (CFO) and will partner with other members of the leadership team including the Chief Executive Officer (CEO), Chief Revenue Officer (CRO), and the EVP Services. This role will play a critical part in driving financial visibility, supporting strategic decision making, and ensuring accurate revenue recognition in a complex, multi-currency environment. Core duties are financial reporting and analysis, including budgeting, forecasting, and variance analysis.

Key Responsibilities

Reporting and KPIs

•       Prepare and deliver timely and accurate monthly financial reporting packages

•       Execute variance analysis against prior year, budget, and forecast

•       Provide results to parent company via Vena for consolidation

•       Monitor and analyze key performance indicators (KPIs) and update dashboards

•       Improve and automate reporting processes and dashboards where possible

•       Perform reporting and analysis to support presentation and ad-hoc requests

Revenue and Margin Analysis

•       Analyze software and services revenue streams, ensuring proper treatment in alignment with revenue recognition standards

•       Evaluate services revenue streams versus forecast. Partner with accounting to ensure accurate cost allocation, including labor capitalization and COGS alignment

•       Ensure that cost is recorded in the same period as revenue for all revenue streams

Forecasting

•       Lead the monthly forecasting process, including revenue, gross margin, and operating expenses.

•       Update rolling forecast after each quarter end

•       Partner with sales, operations, and leadership teams to understand business drivers and improve forecast accuracy

Annual Budget

•       Create templates for departmental discretionary spending budgets

•       Partner with HR on headcount planning

•       Build revenue budget based on existing business, expected renewals, and new sales

•       Consolidate budget for all business divisions of InSource Solutions Group

•       Work with Accounting Manager to load budget into NetSuite for reporting

•       Support long term (3-5 year) model for strategic planning process

Qualifications

Required

•       Bachelor’s degree in Finance, Accounting, Economics, or related field

•       3-5 years of experience in financial planning & analysis

•       Business acumen with a strong understanding of financial statements and performance metrics.

•       Advanced Excel skills; experience with financial modeling

•       Strong organizational skills with the ability to manage multiple deadlines and stakeholders simultaneously.

•       Excellent written and verbal communication skills.

•       Deep analytical, problem-solving, and decision-making skills, with the ability to translate complex financial data into actionable insights

•       High attention to detail; accountability for data accuracy

Preferred

•       Hands-on experience with NetSuite (preferred) or similar ERP systems

•       Familiarity with business intelligence tools (PowerBI)

•       Experience working in a multi-currency environment

What success looks like

•       Accurate, reliable forecasts with clear visibility into business drivers

•       Timely and insightful reporting that informs executive decision making

•       Strong cross-functional partnerships that improve financial outcomes

•       Continuous improvement in financial processes and systems