Financial Planning and Analysis Business Partner (FP&A) Hybrid - Sarasota, Fl

SUMMARY

The Financial Planning Analyst supports the FP&A team by delivering high-quality financial analysis, reporting, and operational insights that help guide business decisions.

This role focuses on maintaining accurate reporting, supporting forecasting efforts, and assisting with ad-hoc analyses. The position requires strong attention to detail, technical financial skills, and the ability to work collaboratively across teams to meet business needs. The Financial Analyst plays a key role in helping to maintain a scalable and reliable global SaaS finance operation.

KEY REPONSIBILITIES

• Assist in developing and maintaining financial models and standard reports to support business units and corporate planning needs.
• Participate in preparing budgets, forecasts, and variance analysis to identify trends and support business reviews.
• Conduct ad-hoc financial analysis, including basic cost analysis, margin reporting, and departmental spend tracking.
• Support cross-functional teams by gathering financial and operational data to inform business decisions.
• Help maintain data accuracy across reporting systems by assisting with reconciliations and system validations
• Contribute to ongoing process improvements that enhance reporting efficiency and data quality.
• Prepare financial summaries and operational insights for review by FP&A leadership.
• Demonstrate a strong sense of urgency, adaptability, and a proactive approach to problem solving.
• Maintain a high standard of accuracy and attention to detail in all financial outputs.
• Perform other duties as assigned to support departmental and business objectives, ensuring flexibility in meeting evolving business needs.

Requirements

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 3+ years of experience in Financial Analysis (FP&A) or a similar analytical finance role.
• Proficiency with Microsoft Excel, Google Sheets, and financial systems.
• Solid financial modeling and analytical skills.
• Basic understanding of GAAP accounting principles.
• Strong attention to detail and commitment to delivering accurate work.
• Ability to manage multiple priorities and work independently in a fast-paced environment.
• Excellent organizational skills.
• Strong communication skills, both written and verbal.

Preferred Qualifications

• Familiarity with NetSuite, Salesforce, or similar ERP and CRM systems.
• Experience with Tableau, Power BI, or other data visualization tools.
• Prior experience in SaaS, technology, or subscription-based businesses a plus.
• Exposure to large data sets and working knowledge of financial databases.
  

PHYSICAL REQUIREMENTS

• Ability to remain in a stationary position (seated or standing) for prolonged periods while working on a computer.
• Frequent use of hands for typing, writing, and handling office equipment.
• Visual acuity to read and analyze written or electronic information on screens or paper.
• Occasional movement within the office to access files, office equipment, or attend meetings.

Benefits

What We Offer:

• Extensive Benefit Options (Health, Vision, Dental, Long & Short term Disability) are effective after a short waiting period
• Matching 401K program - 100% match on 4%.
• Employee Stock Purchase Plan after one year of service.
• Flexible Time Off & Company Holidays
• Entrepreneurial work environment partnered with high growth career opportunities
• We value transparency and fairness in our compensation practices. For this role, we offer a salary range of $75,000 to $90,000 per year, commensurate with experience and qualifications.

Are you ready to make a direct impact on the company and be rewarded for your performance?  Are you ready to take on a new challenge?

 Must be authorized to work in the United States on a full-time basis for any employer. No agencies or third-party resumes, please.

 Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.