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Corporate FP&a Sr. Analyst
Updated on 3/28/2023
Remote • United States
Experience Level
Desired Skills
Data Analysis
Market Research
  • Minimum of a B.S. in Finance, Accounting, Economics, or an equivalent from a leading undergraduate institution
  • 5+ years of experience in FP&A with at least 2 years of Corporate Finance in a pre-IPO or hyper growth late-stage startups or 2 years of investment banking or management consulting
  • Experience building high performing teams
  • High proficiency with FP&A systems required, Adaptive Insights Planning & Tableau experience is a HUGE plus
  • Advanced Excel and strong PowerPoint skills are required
  • Ability to translate complex concepts into simple takeaways and are not hesitant to voice your point of view
  • Strong communication skills and senior level presentation experience
  • FP&A experience at a pre-IPO or in publicly traded SaaS company
  • Fundamental understanding of Subscription-as-a-Service (SaaS) business model
  • Excellent revenue modeling and analysis skills
  • Strong understanding of US GAAP and financial concepts
  • Strategic Finance partner to the CEO, CFO, and external stakeholders
  • Lead Pandadoc's annual planning, consolidated financial statement reporting and forecasting processes (monthly, quarterly, annual, and long-range plan) with high degree of accuracy and transparency
  • Own and operate revenue, billings and deferred revenue forecasts and related analyses to understand drivers behind changes to revenue and gross margin and articulate recommendations to support profitable growth
  • Evaluate performance of current business and provide financial guidance and recommendations that drives short-term and long-term strategic decisions
  • Act as Chief of Staff to manage the forecast calendar and all communications for the Corp FP&A organization
  • Lead beyond budgeting and planning - be a thought leader and partner with stakeholders to drive operational efficiencies while scaling the company
  • Be a self-starter, insightful and service oriented; comfortable dealing with ambiguity
  • Manage and advise on special projects - may include new product launches, M&A activity, and market research
  • Track and benchmark other comparable SaaS companies on several dimensions. Continuously monitor and analyze the broader SaaS landscape
  • Collaborate with the Company's accounting, operations and analytics teams for month-end and quarter-end close reporting, driving internal processes to maintain and improve predictability and accuracy of financial results

501-1,000 employees

Document automation software