Dalet

Financial Planning and Analysis

• Build, maintain, and enhance detailed topline revenue models incorporating key business and commercial drivers
• Develop revenue forecasts across monthly, quarterly, and annual planning cycles
• Partner with Sales and business leaders to understand pipeline, bookings, customer activity, pricing, renewals, and other revenue drivers
• Perform actual-to-budget and actual-to-forecast analysis and explain key revenue variances
• Develop scenario and sensitivity analyses to support management decision-making and improve forecast accuracy
• Own and maintain operating expense and cost forecasts across departments and cost centers
• Partner with functional leaders on hiring plans, vendor spending, discretionary costs, and other cost drivers
• Monitor spending against budget and forecast, identify risks and opportunities, and recommend corrective actions
• Support headcount and compensation forecasting with Finance and HR
• Develop reporting on cost trends and business drivers
• Support annual budgeting, periodic reforecasting, and long-range planning
• Prepare monthly and quarterly financial analyses for senior management
• Develop KPI reporting connecting operational performance to financial outcomes
• Provide variance analysis across revenue, operating expenses, EBITDA, headcount, and other financial metrics
• Support ad hoc financial analysis and business cases for strategic and operational decisions
• Improve FP&A processes across ERP, planning, CRM, BI, and reporting platforms
• Improve automation and integration of financial and operational planning data
• Reduce manual processes and strengthen data integrity and reporting controls
• Assist with modeling commission structures and forecasting commission expense
• Validate commission-related data and calculations with Sales Operations, Finance, and HR
• Develop scalable commission calculation and reporting processes and controls

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Senior Financial Analyst