Immuta

Financial Planning and Analysis

• Support annual planning and quarterly forecasting cycles by collecting inputs, preparing analyses, documenting assumptions, and identifying changes that may affect the forecast
• Prepare recurring budget-to-actual reporting for assigned departments, including Sales, and investigate significant variances across headcount, operating expenses, and other financial drivers
• Build, maintain, and improve financial models, schedules, and scenario analyses using Google Sheets, Excel, and other financial planning or reporting tools
• Track selected SaaS and operating metrics, identify trends, and summarize insights for Finance leadership and cross-functional partners
• Reconcile financial and operational inputs with business partners to improve data quality and reporting accuracy
• Contribute to improving FP&A processes, systems, documentation, and reporting workflows as Immuta scales
• Support ad hoc financial analyses, scenario modeling, short-turnaround requests, and other strategic Finance priorities
• Develop and maintain AI-enabled reporting and automation workflows in Dust, including sales reporting, sales efficiency analysis, and dashboards used by senior leadership
• Maintain accurate Sales pipeline reporting and evaluate pipeline integrity, stage progression, pipeline coverage, conversion trends, bookings or revenue assumptions, and other sales efficiency indicators
• Report to the VP of FP&A and collaborate with FP&A, Accounting, Recruiting, and business partners

FP&A Analyst