Sr. FP&A Systems Analyst
About The Position
HighLevel is seeking a Sr. FP&A Systems Analyst to join their Corporate FP&A team. This role is responsible for the implementation, maintenance, and optimization of the financial planning system, Abacum, and integrating financial and operational data for streamlined reporting. The position will focus on building efficient, automated processes to enhance accuracy, visibility, and scalability, driving the scaling of financial processes, reducing manual effort, and enabling self-service reporting. The ideal candidate will have experience with modern FP&A or BI tools, enjoy solving data and system challenges, and thrive in a fast-paced, collaborative environment. The role reports to the Senior Director, Corporate FP&A and collaborates with FP&A, Accounting, People, and Data teams.
Requirements
- Bachelor’s degree in Finance, Accounting, Information Systems, or a related field
- 5+ years of experience in FP&A, Finance Systems, or related roles within a SaaS or technology company
- Hands-on experience with FP&A tools (Abacum preferred; Pigment, Adaptive, or Anaplan also relevant)
- Familiarity with ERP systems (e.g., Intacct, NetSuite) and data warehouses (e.g., Snowflake)
- Basic understanding of system integrations, data flows, and financial planning processes (forecasting, budgeting, headcount planning, reporting)
- Strong analytical and problem-solving skills with keen attention to detail and data accuracy
- Ability to translate business needs into clear system requirements and collaborate effectively with technical teams
- Strong organizational and communication skills; comfortable managing multiple projects in a fast-paced environment
- Curiosity, ownership mindset, and enthusiasm for improving financial systems and processes
Nice To Haves
- Experience working with BI or reporting tools (e.g., Tableau, Looker, Power BI) is a plus
Responsibilities
- Support the implementation, configuration, and ongoing maintenance of Abacum, ensuring the tool meets Finance’s planning, reporting, and forecasting needs.
- Integrate financial and operational data from key systems (e.g., NetSuite, Snowflake, HRIS, CRM, billing systems) to ensure accurate and automated data flows into Abacum.
- Build and enhance reporting dashboards and planning templates within Abacum to support Finance and cross-functional teams with consistent, real-time insights.
- Effectively lead the intake, coordination, and execution of multiple projects or requests from cross-functional stakeholders.
- Collaborate with FP&A and Accounting teams to align data definitions, assumptions, and reporting structures across systems.
- Support the rollout of Abacum “spaces” and dashboards for business partners across the organization, ensuring data accuracy and ease of use.
- Assist with data validation and reconciliations to ensure integrity between source systems, financial models, and reporting outputs.
- Document key workflows, integrations, and system processes to ensure long-term scalability and repeatability.
- Identify and automate manual Finance workflows by leveraging system capabilities and integrations to reduce friction and improve efficiency.
- Partner with Finance leadership to evaluate new features, enhancements, or integrations that improve system performance and user experience.
- Provide training and support to FP&A and business users on system functionality, dashboards, and best practices.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
501-1,000 employees
