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Senior Financial Planning & Analysis Leader

Creative Financial Staffing

Senior Financial Planning & Analysis Leader

Our client is a growing technology company in a security-focused space and is looking for a Senior Financial Planning & Analysis Leader to support how the business plans, forecasts, and makes investment decisions.

This role works closely with teams across marketing, product development, and go-to-market. Its well-suited for someone who has led budgeting and forecasting through a full fiscal year-end, enjoys partnering directly with business leaders, and prefers practical, business-focused finance over theory.

Senior Financial Planning & Analysis Leader | Responsibilities

As a Senior Financial Planning & Analysis Leader, youll take ownership of the companys core financial planning activities and act as a key partner to the business.

  • Lead annual budgeting, forecasting, and long-range planning processes tied to the fiscal year-end
  • Partner with Marketing, Product, and Go-to-Market teams on spend planning and performance tracking
  • Build and maintain financial models, identify trends, and explain variances
  • Provide clear financial insights to support leadership decision-making
  • Support scenario planning and forecasting as business priorities shift
  • Improve planning processes, tools, and reporting as the organization scales

Senior Financial Planning & Analysis Leader | Qualifications

The ideal Senior Financial Planning & Analysis Leader brings strong fundamentals and is comfortable working closely with non-finance teams.

  • 710 years of experience in FP&A, corporate finance, or a related role
  • Demonstrated experience managing budgets and forecasts through a fiscal year-end
  • Strong Excel and financial modeling skills
  • Comfortable explaining financial results in clear, straightforward terms
  • Ability to manage multiple priorities in a fast-paced environment
  • Bachelors degree in Finance, Accounting, or a related field

This is a visible role with real ownership and influence. The Senior Financial Planning & Analysis Leader will work directly with leadership and play an important part in shaping planning, forecasting, and business decisions as the company continues to grow.

Creative Financial Staffing
Vacancy posted 3 days ago
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