Financial Planning and Analysis

• Build and maintain driver-based forecast models for subscription revenue, integration costs, hosting, and OPEX
• Roll actuals into the forecast monthly and document changes
• Perform scenario and sensitivity analysis for ramp, churn, and cost assumptions
• Model headcount, vacancy impact, contractor timing, and fully loaded costs
• Partner with revenue operations on go-live timing and churn inputs
• Reconcile revenue forecasts to actuals
• Analyze integration, vendor, cloud hosting, software, and contractor costs
• Monitor cost variances and flag drift early
• Maintain gross margin, unit economics, and cost-to-serve models
• Deliver company- and department-level budget-versus-actuals analysis each close
• Draft monthly variance commentary explaining what moved, why, and implications
• Maintain and extend self-service department dashboards
• Partner with accounting on actuals and classification
• Run data validation and quality checks across revenue, cost of revenue, and OPEX
• Automate repetitive monthly finance work using AI tools, scripts, or improved models
• Maintain KPI definitions and calculations for ARR/MRR, NRR, churn, gross margin, and cost per dealer
• Produce the monthly KPI package with trends and insights for the Director of Finance
• Provide proactive analysis to inform business decisions
• Work directly with the Director of Finance and partner with accounting and revenue operations

Explore Senior Financial Analyst at A2Z. Review requirements and application details.