Senior FP&A Analyst

Position: Senior FP&A Analyst

Reports To: Director of FP&A

Location: Remote USA

Shift Hours: Mon-Fri (8am-5pm CST)

About Us

HighLevel is a cloud-based, all-in-one white-label marketing and sales platform that empowers marketing agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, from marketing agencies to entrepreneurs to small businesses and beyond. Our platform empowers users across industries to streamline operations, drive growth, and crush their goals.

HighLevel processes over 15 billion API hits and handles more than 2.5 billion message events every day. Our platform manages 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million domain names.

Our People

With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.

Our Impact

Every month, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.

Learn more about us on our YouTube Channel or Blog Posts

Who You Are

HighLevel is seeking a FP&A Senior Analyst to join our growing Finance team. This role offers the opportunity to work at a fast-growing SaaS company and play a key role in supporting our financial reporting, planning, and other ad-hoc analysis that will influence the company’s growth / profitability. We are looking for someone with strong analytical and problem solving skills, with a keen eye for establishing new processes / improving existing processes to elevate how Finance supports the business. This role will report directly to our Director of FP&A.

What You'll Be Doing

• Financial Reporting
• Design and lead scalable budgeting and forecasting processes using tools such as Adaptive Insights, Pigment, Anaplan or similar platforms
• Assist with the month-end financial consolidation process, delivering accurate and timely reporting of financial results
• Analyze financial results, identify trends and develop budget vs. actuals commentary, connecting results and KPIs to provide senior leadership visibility into drivers of business performance
• Partner directly with the Accounting team to ensure correct accounting treatment of transactional activities




• Financial Planning
• Develop and maintain robust three-statement financial models (Income Statement, Balance Sheet, and Cash Flow) that forecast performance and support strategic initiatives
• Support our bi-annual planning processes, including (i) owning input templates for budget owners, (ii) incorporating forecast data into our financial planning tool (Adaptive Insights) and (iii) preparing summary views of financial statements and articulating key drivers of growth and/or profitability 
• Prepare executive-level summaries of our financial plans, partnering with cross-functional stakeholders to ensure business priorities are reflected in our forecast
• Identify and execute opportunities to improve our forecasting accuracy or efficiency through the use of new tools or process improvement
• Develop and maintain processes related to hiring, headcount tracking, etc. to ensure accurate financial reporting / hiring manager support




• Ad-hoc Analysis / Systems Ownership
• Support data-driven decision making both within the Finance organization and for other non-financial stakeholders through ad-hoc reporting / projects 
• Serve as a primary owner for our financial planning tool, Adaptive Insights and incorporating necessary adjustments or changes to our financial plans via the tool

What You'll Bring

• Bachelor's in Accounting, Finance or related field
• 4+ years of prior experience, ideally in FP&A or corporate finance at a high-growth tech / SaaS company, or investment banking / private equity 
• Proven experience building and maintaining 3-statement models and working with budgeting/planning tools
• Excellent communication and presentation skills - both written and verbal - with an ability to summarize data / financial information for non-financial stakeholders
• Ability to manage multiple projects simultaneously in a fast-paced environment while also meeting team deadlines
• Solid problem solving ability and experience working through ambiguity or unknown datasets
• Strong work ethic and with a willingness to challenge the status quo / find better or more efficient ways to deliver results
• Advanced proficiency in Microsoft Excel and Google Sheets, with experience using BI tools

Equal Employment Opportunity Information

The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.