Financial Planning Analyst - Remote

Overview

At OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources.

In Short

• Lead the annual budgeting and forecasting process, ensuring alignment with company goals and strategy.
• Develop and maintain financial models to track business performance, including revenue, expenses, cash flow, and profitability.
• Perform detailed variance analysis and provide insights on discrepancies between actuals and forecasts.
• Create monthly, quarterly, and ad-hoc reports on financial performance for leadership and key stakeholders.
• Monitor KPIs, identify trends, and recommend actionable solutions to optimize business performance.
• Work closely with department heads to ensure budget compliance and provide guidance on financial planning.
• Assist in long-term strategic planning and scenario analysis to support key business decisions.
• Stay up-to-date on industry trends and best practices to improve financial processes and reporting.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3-5 years of experience in financial analysis, planning, or a similar role (preferably in a SaaS or tech company).
• Strong proficiency in financial modeling, forecasting, and budgeting tools (e.g., Excel, Power BI, or similar).
• Experience with SaaS metrics and financial reporting (e.g., MRR, ARR, churn, LTV, CAC).
• Excellent analytical skills and attention to detail.
• Strong communication skills with the ability to present complex data in a clear and concise manner.
• Ability to work independently, manage multiple projects, and meet deadlines.
• Familiarity with accounting principles and financial reporting software (e.g., NetSuite, QuickBooks, or similar).

Benefits

• We’re a remote-first company with team members across the USA, Canada, UK, and India!
• OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
• We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
• We offer comprehensive health, dental, and vision benefits, with additional insurance options.
• Employer RRSP and 401K matching programs.
• A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!