Senior Financial Analyst

3-6 years of FP&A experience, including business partnering and financial modeling skills High Tech industry experience Experience supporting a specific functional area (not just general corporate finance) Headcount analysis/modeling Mid-large size company background Plus: SaaS industry a plus (understanding of SaaS metrics and how R&D investment connects to product delivery) Support of R&D/Engineering/Product Management PE backed company experience Familiarity with software capitalization (ASC 350-40) Exposure to Hyperion or similar planning tools, plus Power BI or Tableau Basic understanding of accounting principles/GAAP Position Overview: The Senior Financial Analyst – R&D/Product supports financial planning, analysis, and reporting for the Research & Development and Product organizations. As a Sr. Financial Analyst, you will play a pivotal role in supporting our finance team and senior management by providing valuable insights, analysis, and recommendations to drive strategic decision-making and optimize financial performance. This role partners with Engineering and Product teams to deliver accurate forecasts, variance analysis, and financial insights that inform investment decisions, working closely with the R&D Finance Business Partner on execution of the broader planning and reporting agenda. Your Impact: · Support monthly close, budget-to-actual variance analysis, and reporting for R&D/Product cost centers, flagging risks and opportunities to the Finance Business Partner · Assist in building and maintaining business segment-level P&L views across the company’s product portfolio · Track capitalized vs. expensed software development costs, supporting compliance with ASC 350-40 in partnership with Accounting · Maintain and update headcount and workforce planning models for the R&D organization, including FTE/contractor mix · Prepare quarterly forecast and annual operating plan inputs for R&D/Product cost centers · Build supporting analysis and business cases for feature/product investment decisions, including ROI and payback calculations · Develop and maintain recurring KPI reporting for leadership review · Partner with Engineering and Product stakeholders on ad hoc analysis requests and data requests · Support process improvement initiatives to streamline forecasting, reporting, and month-end close activities · Assist with financial due diligence and integration analysis for R&D/Product-related M&A activity as needed What You Bring : · Bachelor’s degree in Finance, Accounting, or related field · 3–5 years of FP&A or accounting experience, ideally with exposure to R&D/Engineering finance in a SaaS or technology environment · Working knowledge of software capitalization accounting & core SaaS metrics a plus · Strong Excel/financial modeling skills; experience with planning systems (Hyperion, or similar) and BI tools (Power BI, Tableau) · Comfortable partnering with technical stakeholders in a matrixed organization · Strong interpersonal and communication skills, with the ability to translate financial information into clear, actionable insights, and collaborate effectively across functions to influence decision-making at all levels of the organization. #J-18808-Ljbffr