Financial Planning Analyst
About The Position
The Financial Planning Analyst will play a key role in supporting SynMaxâs financial planning, forecasting, and strategic decision-making. This is a mid-level FP&A role for a commercially minded, analytically strong finance professional with experience operating in fast-moving, technology or data-driven environments. The successful candidate will support forecasting, reporting, financial modelling, and cross-functional decision support as SynMax continues to scale. This role combines financial rigour, systems thinking, and business partnering, and will work closely with senior stakeholders across the company.
Requirements
- Around 5 yearsâ experience in FP&A, corporate finance, or closely related finance roles.
- Experience working in technology, SaaS, or data-driven environments.
- Strong experience building and using financial models for forecasting and scenario planning.
- Experience supporting company-wide budgeting and performance analysis.
- Experience working with modern finance systems, ERPs, or financial reporting tools.
- Strong financial modelling and analytical skills.
- Ability to interpret financial and operational data and translate it into insight.
- Experience working cross-functionally with senior stakeholders.
- Comfortable working in fast-paced, evolving environments.
- Strong written and verbal communication skills.
Nice To Haves
- Experience supporting system implementation, transformation, or automation initiatives.
- Experience working with BI tools or advanced reporting platforms.
- Exposure to revenue analysis, unit economics, or subscription-based business models.
- Familiarity with financial data integration or operational systems.
Responsibilities
- Financial Planning & Forecasting
- Build and maintain driver-based financial models, including forecasts, scenario planning, cash flow models, and unit economics.
- Support rolling forecasts, annual budgeting, and long-term planning cycles.
- Develop and refine key financial and operational KPIs.
- Partner with leaders across Product, Sales, Engineering, and Operations to provide financial insight and decision support.
- Performance Analysis & Reporting
- Support preparation of monthly reporting packages for leadership and board-level review.
- Analyse financial and operational performance against plan, forecast, and prior periods.
- Identify and communicate key variances, trends, and underlying performance drivers.
- Strengthen the quality, consistency, and efficiency of financial reporting outputs.
- Systems & Financial Processes
- Support the implementation, improvement, or upgrade of finance systems and tools as SynMax scales.
- Work with data and engineering teams to improve integration of operational data into financial reporting and planning.
- Contribute to automation of reporting, forecasting, and analytics workflows.
- Support improvements to financial data quality, structure, and accessibility.
- Strategic Finance & Business Support
- Support pricing analysis, scenario modeling, and commercial decision-making.
- Contribute to financial analysis for new initiatives, investments, or expansion opportunities.
- Support analysis of revenue performance, customer metrics, and unit economics, as appropriate to SynMaxâs business model.
- Assist with strategic finance activities including fundraising support and investor-related analysis when required.
- Cross-Functional Business Partnering
- Act as a finance partner to non-finance teams, helping them understand financial implications of decisions.
- Translate complex financial analysis into clear, actionable insight for stakeholders.
- Build strong working relationships across product, commercial, and operational functions.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
