Sr Financial Analyst

Dalet

About The Position

The Senior Financial Analyst, FP&A will contribute to the company’s financial planning and forecasting processes, with responsibility for revenue modeling, cost control, expense forecasting, and financial systems. The role translates operating and commercial drivers into actionable forecasts and supports revenue planning, operating expense management, management reporting, and process improvement. It may also support sales commission planning and administration.

Requirements

5–10 years of progressive experience in FP&A, corporate finance, financial analysis, or a related discipline.
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
Strong understanding of financial statements and the relationship between the P&L, balance sheet, and cash flow.
Demonstrated experience developing sophisticated revenue and cost forecasting models.
Advanced Microsoft Excel skills, including building driver-based financial models from the ground up.
Strong financial systems aptitude and comfort working with large datasets from multiple systems.
Experience with ERP, planning, CRM, and/or BI tools.
Strong business partnering skills and the ability to communicate complex financial information clearly and concisely.
Detail-oriented, commercially aware, and able to work effectively in a fast-paced environment with changing priorities.

Nice To Haves

Experience in a software, SaaS, technology, or recurring-revenue business.
Experience supporting sales commissions, compensation planning, or commission administration.
Experience with NetSuite and/or Salesforce.
Experience implementing or improving FP&A or planning systems.
Understanding of recurring revenue metrics and commercial KPIs.
Experience in a private equity-backed or similarly performance-focused environment.

Responsibilities

Build, maintain, and improve topline revenue models based on business and commercial drivers.
Develop monthly, quarterly, and annual revenue forecasts.
Partner with Sales and other business leaders to understand pipeline, bookings, customer activity, pricing, renewals, and other revenue drivers.
Analyze actual results against budget and forecast, explain revenue variances, and develop scenario and sensitivity analyses.
Own and maintain operating expense and cost forecasts across departments and cost centers.
Work with functional leaders on hiring plans, vendor spending, discretionary costs, and other cost drivers.
Monitor spending against budget and forecast, identify risks and opportunities, and recommend corrective actions where appropriate.
Support headcount and compensation forecasting with Finance and HR.
Report on cost trends and underlying business drivers, and strengthen cost ownership across the organization.
Support annual budgeting, periodic reforecasting, and long-range planning.
Prepare monthly and quarterly financial analyses for senior management.
Develop KPI reporting connecting operational performance to financial outcomes.
Analyze variances across revenue, operating expenses, EBITDA, headcount, and other financial metrics.
Provide ad hoc financial analysis and business cases for strategic and operational decisions.
Improve the quality, efficiency, and scalability of FP&A processes and work across ERP, planning, CRM, BI, and reporting platforms.
Improve automation and integration of financial and operational planning data, reduce manual work, and strengthen data integrity and reporting controls.
Assist with modeling commission structures and forecasting commission expense.
Partner with Sales Operations, Finance, and HR to validate commission data and calculations, and help develop scalable commission processes and controls.