Senior FP&A Analyst

Job Summary

As a  Senior FP&A Analyst , you will play a key role in driving financial planning and analysis activities that support strategic decision-making and business growth. Working closely with Finance and cross-functional stakeholders, you will deliver meaningful financial insights through budgeting, forecasting, variance analysis, operating expense management, revenue forecasting, sales compensation administration, and executive reporting. Your analytical mindset and business acumen will help optimize financial performance, identify opportunities, and enable data-driven decisions across the organization. 

Note:   SoftwareOne is an  AI-forward company . We actively use AI across our business to improve productivity, decision-making, and outcomes, and we are intentional about hiring people who are curious, hands-on, and eager to leverage AI as technology evolves.  

Role & Responsibilities

• Drive the annual budgeting process and support recurring forecast cycles to ensure accurate financial planning across the business. 

• Develop and maintain financial forecasts, including revenue, gross profit, operating expenses, and headcount, providing meaningful insights to support strategic decision-making. 

• Analyze monthly budget-to-actual and forecast-to-actual performance, identifying key variances, trends, risks, and opportunities while delivering actionable recommendations to business leaders. 

• Partner with cross-functional stakeholders to review operating expenses, optimize costs, and improve overall financial performance. 

• Prepare and deliver monthly, quarterly, and ad hoc financial reporting packages for senior leadership and executive management, ensuring timely and accurate insights. 

• Collaborate with department leaders to develop budgets, evaluate financial performance, and support informed business decisions. 

• Build, maintain, and enhance financial models to support strategic planning, scenario analysis, and long-term business initiatives. 

• Administer sales compensation processes by tracking sales performance, validating commission attainment, and calculating commission payouts accurately and efficiently. 

• Work closely with Sales, Payroll, and Human Resources to ensure the integrity and timely execution of commission programs. 

• Continuously identify opportunities to improve financial planning, forecasting, reporting, and sales compensation processes through automation and process optimization. 

• Support strategic initiatives, financial analyses, and special projects that contribute to the organization's growth and operational excellence. 

5% for potential occasional travel to visit customers or internal meetings