FP&A Analyst - IC2 (FPNA - FP&A)

Vista Equity Partners - Folsom, CA

Full-time - Mid Level

Folsom, CA

Funds, Trusts, and Other Financial Vehicles

About the position

The FP&A Analyst at PowerSchool plays a crucial role in financial planning and analysis, focusing on assessing business performance through quantitative and qualitative data. This position supports revenue-generating areas of the business by providing financial forecasting, reporting, and variance analysis, ultimately contributing to the company's strategic decision-making and operational efficiency.

Responsibilities

• Support specific areas of the business that generate revenue, providing Finance support for forecasting, reporting and related variance analysis.
• Responsible for primary budget, expense and resource management for specific areas of the business, including building quarterly budgets, forecasting, reporting and related variance analysis.
• Prepare financial plans and forecasts including monthly/quarterly projections.
• Provide management variance analysis for company planning, forecasting and reporting including all dashboard, operating and board reporting packages.
• Organize and evaluate quantitative data to identify and explain trends, problems, and root causes.
• Work cross-functionally to create visibility into financial performance and understand key operational metrics within the organization to recommend new opportunities and identify risks.
• Support monthly and quarterly financial reporting.
• Assist with ad-hoc modeling and analysis.

Requirements

• Minimum of 2 years of relevant and related work experience.
• Bachelor's degree or equivalent, or equivalent years of relevant work experience.
• Expert with Excel; experience with Salesforce, Adaptive and NetSuite tools, along with PowerBI and Powerpoint applications.
• Strong interpersonal and communication skills.
• Excellent analytical and modeling skills.
• Functions well under pressure; consistently pays attention to accuracy and quality of work.

Nice-to-haves

• Experience with financial statement analysis and a strong understanding of corporate finance concepts.
• Prior experience directly supporting business partners.
• Experience with SaaS Revenue Recognition concepts and cash flow modelling are a plus.
• Prior experience with data visualization tools, particularly DOMO.