Zone & Co

Senior Analyst, Financial Planning & Analysis

Zone & Co

Overview

Role involves shaping financial strategy through analysis, forecasting, and reporting.

Ideal candidate has 4+ years of FP&A experience in a SaaS environment and strong financial modeling skills.

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Locations

  • United States

Requirements

  • Bachelor's degree in Finance or related field
  • 4+ years in financial planning and analysis
  • Experience in SaaS or tech environment
  • Proficiency in financial planning software and ERP systems
  • Strong Excel and Google Sheets skills
  • Excellent communication skills
  • Ability to thrive in a remote environment
  • Proactive mindset for continuous improvement

Responsibilities

  • Lead annual budgets and forecasts
  • Prepare monthly financial reporting packages
  • Develop complex financial models
  • Partner with cross-functional teams
  • Serve as business partner to Executive Leadership
  • Deliver financial presentations to senior leadership
  • Maintain financial systems and processes
  • Provide financial support for M&A activities