Senior Analyst, FP&A

About the role

We are looking to bring on a Sr. Analyst, FP&A for this role. This individual will be responsible for partnering cross-functionally within a fast-moving technology company and its senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization. The role requires a deep understanding of SaaS business models and a passion for leveraging data to drive operational excellence. You will act as a critical bridge between finance and the business, translating complex financial concepts into actionable insights for non-financial stakeholders. Success in this role will be defined by your ability to own the end-to-end financial planning cycle with accuracy and speed. You will be expected to challenge the status quo and identify process improvements that create scale within the FP&A function.

Key facts

What you'll do

Conduct end-to-end tracking of Sales and Marketing software spend by partnering with IT, Procurement and business teams to ensure alignment with strategic priorities.

Own the monthly accrual process for Sales and Marketing and other operating expenses by partnering with Accounting to ensure accurate and timely expense recognition in accordance with GAAP standards.

Design and refine detailed financial models that forecast and analyze functional costs to fully understand sources of variance and improve forecast accuracy over time.

Lead monthly puts & takes review sessions to ensure that the organization can flex and react to short-term budget surpluses or deficits, including developing and maintaining KPIs for all aspects of the Sales and Marketing organization.

Prepare monthly and quarterly management reporting that analyzes financial results, distills and synthesizes key trends, assesses current and future business risk, and communicates key messages to senior management effectively.

Support the annual budget, quarterly forecast and long-term strategic planning processes specifically for our Sales and Marketing business unit to drive cohesive financial strategy.

Build and maintain strong relationships with cross-functional teams to synthesize and integrate updates relating to variances in actual procurement activity relative to budget forecasts.

Support executive management by providing timely ad hoc reporting on critical issues that require immediate financial analysis and decision-making input.

Become embedded with business partners across the company, establishing trust, building relationships, and gaining a deep understanding of relevant drivers impacting financial performance.

Conduct in-quarter reviews to analyze deviations between planned and actual results, ensuring root causes are identified and corrective actions are documented.

Develop and maintain a robust dashboard of key performance indicators to monitor the health of the Sales and Marketing function in real time.

Collaborate with Procurement and IT to analyze software spend trends and identify opportunities for cost optimization and contract renegotiation.

Translate complex financial data into clear narratives and visualizations that enable leaders to make informed strategic choices.

Partner with the Finance Sr. Manager/Director to ensure alignment with Adaptive Insights and other financial systems.

Champion data integrity and process discipline to ensure the accuracy and reliability of all financial models and reports.

Requirements

3+ years of relevant finance experience preferred; SaaS experience strongly preferred as it provides context for the business model.

Curious mindset

Passion to understand data models and how data flows as this is critical in identifying process improvements and creating scale within FP&A.

Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders, especially managing upwards; actively identify blind spots and opportunities to Finance Sr. Manager/ Director.

Identify self-training needs and take initiative to close skill gaps through available resources and continuous learning.

Experience with headcount reconciliation - Personnel, To-Be-Hired and Term Headcount to ensure accurate workforce planning and cost management.

Knowledge of Sales/Marketing and applicable key metrics - eg, ARR, MRR, pipeline, conversion/win rates, CAC, LTV to provide context for financial analysis.

Strong financial and operational planning skills to manage the full budget cycle and support strategic decision-making.

Excellent communication skills (written and verbal) with experience developing and delivering presentations to senior stakeholders.

Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights that drive business outcomes.

Proficiency in financial reporting tools and enterprise systems to ensure timely and accurate delivery of financial information.

Demonstrated ability to manage multiple priorities in a fast-paced environment while maintaining a high level of accuracy.

Strong attention to detail and ownership of end-to-end processes to ensure reliability and consistency in financial outputs.

Commitment to collaboration and working effectively within a cross-functional matrixed organization.

Practical notes

The role is based in Lisbon and requires relocation support to ensure a smooth transition for the successful candidate. The position is full-time and requires availability during standard business hours. Travel may be required occasionally to support business needs and attend key stakeholder meetings. Visa sponsorship is not available for this position at this time, so candidates must ensure they have the right to work in Portugal. Applicants must meet the stated qualifications without exception. The hiring process will involve multiple interview stages designed to assess both technical能力和 cultural fit. Candidates are encouraged to highlight their experience with financial planning in technology companies.