Financial Analyst, FP&A

Dynamo Software • Boston, MA

1d

About The Position

Dynamo Software is a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored, highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years, the Dynamo™ platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 1,000+ clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world – Blackstone Growth and Francisco Partners, Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions.

Role Overview: The Financial Analyst will support the FP&A team by delivering accurate reporting, budgeting/forecasting support, and actionable analysis to help leaders understand performance drivers and make informed decisions.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 1–3 years of experience in FP&A, or a related analytical role.
• Strong Excel skills (e.g., pivot tables, lookups, structured modeling); ability to work with large datasets and build repeatable analysis.
• Experience preparing variance analysis and communicating insights to non-finance stakeholders.
• Strong attention to detail, sound judgment, and ability to balance multiple priorities in a deadline-driven environment.
• Excellent written and verbal communication skills; able to translate data into clear, decision-useful narratives.

Nice To Haves

• Exposure to FP&A tools (e.g., Workday Adaptive Planning, Anaplan) and BI/reporting tools (e.g., Power BI, Tableau).
• Experience in a SaaS or subscription business model (e.g., ARR, churn, retention, cohort analysis).

Responsibilities

• Prepare and analyze monthly non-compensation expense reporting packages (e.g. budget vs actuals) with clear variance explanations and business insights.
• Support recurring forecasting processes including department expense forecasts, and revenue drivers.
• Assist with the annual operating plan (AOP) and long-range planning cycles by collecting inputs, validating assumptions, and maintaining templates/models.
• Analyze revenue performance and drivers (e.g., ARR trends, churn/retention, bookings, billings) and communicate implications to finance and business partners.
• Partner with budget owners to understand spend drivers, improve forecast accuracy, and identify cost optimization opportunities.
• Support system implementation, automation initiatives and AI to improve data quality, speed, and self-service reporting.
• Ensure data integrity by reconciling reporting outputs to source systems and collaborating with others in finance on close-related questions.
• Other ad hoc analysis

Benefits

• The ability to have an IMPACT. Good ideas come from everybody in our organization. We are agile enough to embrace new ideas and new directions.
• A very attractive work culture in an established technology company. We take pride in our work and people.
• A competitive base salary, performance bonus, 401k matching, & excellent benefits.
• The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees