[Hiring] Senior Financial Planning and Analysis Analyst @Hyland

Role Description

The Senior FP&A Analyst serves as the primary finance business partner to the Marketing organization and owns the financial rhythm of business. This role partners directly with senior marketing leaders to drive strategic planning, operating forecasts, investment decisions, and performance insights for a SaaS software business. The position combines financial leadership, operational rigor, and analytical modeling to support pipeline generation, marketing efficiency, and operating expense management.

• Own the marketing financial rhythm of business, including annual planning, quarterly forecasts, monthly close reviews, and executive reporting
• Partner with VPs and senior marketing leaders to evaluate investments and resource allocation decisions
• Develop forecasting models for pipeline creation, conversion rates, customer acquisition cost (CAC), payback periods, and marketing sourced revenue
• Lead annual budget and headcount planning processes for global marketing teams
• Provide monthly variance analysis identifying key drivers of spend, productivity, and business performance
• Create scenario analyses for demand generation strategies, market expansion, digital marketing programs, events and partner initiatives
• Establish KPI dashboards and performance metrics that improve accountability and decision making
• Deliver executive-ready insights and recommendations to finance and marketing leadership
• Drive process improvements, automation, and data integrity across financial and operational datasets

Qualifications

• 5+ years of progressive FP&A, corporate finance, or strategic finance experience
• Advanced financial modeling experience covering both topline demand generation metrics and operating expenses
• Experience partnering with executive-level stakeholders and influencing decisions through financial analysis
• Demonstrated ownership of planning, forecasting, and business review processes
• Experience supporting Marketing, Revenue, GTM, Demand Generation, or Commercial organizations, preferred
• Experience within SaaS, cloud software, enterprise software, subscription businesses, or technology companies, preferred

Requirements

• Excellent interpersonal skills with the ability to maintain solid rapport with team members and professionalism with those outside of the department
• Translate complex financial and operational data into actionable business recommendations
• Influence decisions through clear communication, executive presentations, and data-driven insights
• Demonstrate strong project management, organization, and accountability across multiple priorities

Tools

• Advanced Excel modeling, financial forecasting, and scenario analysis
• Proficiency with Power BI, Tableau, or other business intelligence solutions
• Ability to leverage SQL, large datasets, and automation tools to improve planning accuracy and reporting efficiency