Sr. FP&A Analyst

About the position

Pendo is looking for a highly motivated and detailed-oriented Senior Financial Planning & Analysis (FP&A) Analyst to join our growing Finance team. This is an exciting opportunity where you will play a key role in the company's financial planning and reporting activities, by partnering closely with the leaders of various business functions across the company. In particular, you will be an integral thought partner on planning & analyzing company's topline performances, as well as collaborating with the business partners on department-level spend activity by providing financial performance analysis & insights to inform budgeting and resource investment decisions. This role requires a strong analytical mindset, excellent communication skills, and a proactive approach to problem-solving.

Responsibilities

• Partner closely with business leaders and functional stakeholders to understand their business area and leverage that knowledge to provide analyses that inform financial planning & business decisions.
• Support highly visible recurring deliverables including month-end reporting, quarterly forecasts, annual planning & budget, and long-term financial plan.
• Serve as a financial expert in discussions with business leaders, providing insights and influencing key strategic decisions.
• Design and improve financial models and reporting at the department and company-wide levels. Be accountable for the models' core assumptions, quality, timeliness and accuracy.
• Monitor key performance indicators, highlighting trends and analyzing causes of variance to senior leadership and key stakeholders.
• Prepare and present financial updates to senior management.
• Proactively challenge the status quo and drive continuous improvement, standardization, and simplification of our FP&A core processes.
• Perform ad-hoc reporting and analysis as required.

Requirements

• Bachelor's Degree in Finance, Accounting, or Business Administration
• Minimum of one (1) year of relevant operational experience in FP&A, strategic finance, private equity or similar
• Working knowledge of standard financial reporting framework and key US GAAP principles
• Proven ability to build strong collaborative working relationships with business partners
• Ability to multitask and maintain a high level of performance under tight timelines
• Strong written and oral communication skills, with a demonstrated ability to present insights clearly.

Nice-to-haves

• Three (3) years of relevant operations FP&A, strategic finance, private equity experience
• Prior experience in SaaS organization is a strong plus
• Prior experience supporting function/team level operating expense budgets is a strong plus
• Self-disciplined, diligent, proactive and detail oriented
• Solution-oriented 'act like an owner' mindset with enthusiasm for establishing best practices
• Highest standards of accuracy and precision
• Ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment
• Strong time management skills with the ability to prioritize tasks
• Preferred software knowledge: high proficiency in Microsoft Excel, comfortable operating in Google Office Suite (including Sheets, Docs, Slides), Salesforce, Anaplan, and Workday.

Benefits

• Competitive compensation, including equity & company bonus
• Competitive health benefits package, including medical, dental, and vision
• 401k (including company match)
• Monthly wellness stipend
• HSA company match
• Flexible PTO
• Paid parental leave
• Catered meals & office snacks