Financial Planning & Analysis Analyst

Financial Planning & Analysis (Fpa) Analyst

We are seeking a financial planning & analysis (fpa) analyst to join us in our plano office who will be responsible for delivering accurate, timely, and actionable financial and sales performance analysis to support decision-making across the company. This role blends traditional fpa responsibilities with commercial analytics, providing visibility into revenue performance, sales activity, and business drivers.

The fpa analyst serves as a critical link between finance and sales, ensuring that financial results, forecasts, and commercial performance are aligned and clearly understood. While financial analysis is the primary focus, this role also owns key sales analytics and reporting, enabling leadership to evaluate pipeline health, conversion, productivity, and growth.

This position is based in plano, texas, and is designed for an analyst with a strong foundation in financial analysis who is ready to operate in a fast-paced, performance-driven environment.

Financial Planning & Analysis

support the company's budgeting, forecasting, and long-range planning processes.

build and maintain financial models, forecasts, and scenario analyses.

prepare monthly variance analysis and performance reporting for management.

analyze revenue, margin, operating expenses, and key business drivers.

translate financial results into clear, concise insights for leadership.

Sales & Revenue Analytics

own recurring reporting on sales performance, pipeline, bookings, and conversion metrics.

develop and maintain dashboards and analysis related to:

o pipeline health and velocity

o win rates and sales cycle performance

o new business vs. expansion revenue

o rep productivity and territory performance

partner with sales leadership to ensure data accuracy and meaningful interpretation.

align sales activity with financial forecasts and performance expectations.

qualifications & experience:

bachelor's degree in finance, accounting, economics, or a related field.

minimum of 3 years of experience in fpa, financial analysis, or a related role.

experience in a saas or subscription-based business strongly preferred.

working knowledge of revenue models, forecasting, and financial statements.

experience working with crm data (e.g., salesforce) and financial systems (e.g., netsuite) preferred.

advanced excel skills; experience with power bi or similar tools.

skills & attributes:

strong analytical and problem-solving capability.

ability to translate data into clear business insight.

high attention to detail with strong data discipline.

comfortable working across both financial and sales data sets.

clear communicator with the ability to explain numbers to non-finance partners.

self-directed, organized, and accountable.

collaborative working style with strong cross-functional presence.