Sr. Financial Planning & Analysis Analyst

Posted 3 Days Ago
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Jersey City, NJ
Mid level
Cloud • Information Technology • Software
AvePoint empowers digital transformation for global companies of all sizes to optimize + secure their digital workplaces
The Role
The Senior FP&A Analyst will provide financial insights, prepare reports, analyze trends, and support budgeting and forecasting efforts within a SaaS environment.
Summary Generated by Built In

About AvePoint: 

Beyond Secure. AvePoint is the global leader in data security, governance, and resilience, going beyond traditional solutions to ensure a robust data foundation and enable organizations everywhere to collaborate with confidence. Over 25,000 customers worldwide rely on the AvePoint Confidence Platform to prepare, secure, and optimize their critical data across Microsoft, Google, Salesforce, and other collaboration environments. AvePoint’s global channel partner program includes approximately 5,000 managed service providers, value-added resellers, and systems integrators, with our solutions available in more than 100 cloud marketplaces. To learn more, visit www.avepoint.com.

At AvePoint, we are committed to investing in our people. Agility, passion and teamwork set us up to do our best work and foster a culture where you are empowered to craft your career, make an impact, and own (y)our future. Unleash the power of you!

About the Role: 

AvePoint is excited to provide the opportunity for a Senior FP&A Analyst to join the team who is passionate about mastering the art of financial storytelling within a fast-moving SaaS company. 

As a Senior FP&A Analyst, you will support the finance team by preparing accurate monthly and quarterly financial reports, identify action items, and effectively frame decisions that need to be made. 

No two days are alike, but generally your responsibilities will include providing financial insights and projections to the business. You will provide reliable data and analysis for decision-making and planning. 

What your day to day will look like:  

  • Navigate the financial landscape with savvy, turning data into insights and spreadsheets into strategies 
  • Collaborate with teams across AvePoint, including the CFO and department heads, providing the fiscal compass for business decisions 
  • Tackle the unexpected with a cool head and a keen eye, ensuring every number tells a story 
  • Champion efficiency, streamlining processes to enable increased focus on the big picture 
  • Contribute to special projects, turning complex data into actionable insights for senior management 
  • Analyze financial trends and create forecasts to align financial planning with business objectives 
  • Review earnings material and public filings to ensure compliance and accuracy, and provide insights for financial planning and analysis 
  • Serve as a finance liaison to departments by working closely with them in understanding their business, supporting their initiatives, and general financial inquiries 
  • Focus areas include, but are not limited to, budgeting & forecasting, variance analysis, long-term planning, executive presentations and Investor Relations materials 

 What you will bring to our team:  

  • 3 - 5 years of FP&A experience with a focus on accounting/financial and operational principles 
  • Proficiency in Excel (capable of writing complex formulas and using Excel as a tool to understand and provide insights from data) and PowerPoint 
  • Experience manipulating, transforming, and analyzing large data sets 
  • Excellent multitasking skills with minimal supervision requirement (comfortable researching solutions to new challenges) 
  • The ability to navigate complex situations and prioritize effectively 
  • Track record of building and working with complex financial models 
  • Bachelor’s Degree in Finance/Accounting or similar 
  • Experience with PowerQuery or similar is a plus 
  • SaaS business model experience a plus
  • Familiarity with financial software such as Planful or Adaptive is a plus 


Any personal data you share with us during the application process will be processed strictly in compliance with applicable data protection laws and our Privacy Notice.

Top Skills

Adaptive
Excel
Planful
PowerPoint
Powerquery
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The Company
HQ: Jersey City, NJ
2,200 Employees
Hybrid Workplace
Year Founded: 2001

What We Do

Collaborate with Confidence. AvePoint provides the most advanced platform to optimize SaaS operations and secure collaboration. Over 17,000 customers worldwide rely on our solutions to modernize the digital workplace across Microsoft, Google, Salesforce and other collaboration environments. AvePoint's global channel partner program includes over 3,500 managed service providers, value added resellers and systems integrators, with our solutions available in more than 100 cloud marketplaces. To learn more, visit www.avepoint.com.

Why Work With Us

AvePoint is committed on talent development via internal mobility, mentoring, & continued learning so that each person can make an impact & feel recognized. As a newly public company, we are energetic & passionate about our continued growth and how each person has a role in that, so we can go further, together.

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