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.
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