Senior Financial Analyst

Summary Math Works has a hybrid work model that enables staff members to split their time between office and home. The hybrid model provides the advantage of having both in-person time with colleagues and flexible at-home life optimizations. Learn More:

We are seeking a strategic Senior FP&A Analyst to play a key role in driving Math Works’ planning, forecasting, and revenue insights. This hands‑on role partners closely with the business to deliver clear financial models, scenarios, and analyses that improve forecast quality and support growth‑oriented decisions. The ideal candidate combines strong finance and business acumen with the technical curiosity and practical data skills needed to work effectively with planning systems, data warehouse teams, and analytics resources.

Math Works nurtures growth, appreciates inclusivity, encourages initiative, values teamwork, shares success, and rewards excellence.

• Lead significant components of the annual planning and recurring forecast processes, with a focus on revenue and growth drivers.
• Design and refine forecasting frameworks, assumptions, and scenarios to improve accuracy, transparency, and decision usefulness.
• Analyze actual results versus plan from multiple perspectives and clearly articulate drivers, risks, and opportunities.

• Develop forward‑looking insights across key revenue and business metrics (e.g., ARR, customer trends, renewals, churn, growth drivers).
• Frame analyses with potential counter measures, enabling leadership to make informed decisions.
• Identify emerging trends and proactively bring insights to FP&A leadership and business partners.
• Proactively identify and drive improvements in forecasting accuracy, automation, data quality, and FP&A processes.

• Build, own, and maintain complex financial models supporting scenario planning, sensitivity analysis, and strategic decision‑making.
• Improve existing models by introducing new techniques, enhancing structure, and increasing scalability and usability.
• Leverage tools such as Anaplan, Snowflake, SQL, Excel, and other analytics platforms to gather data, automate recurring analysis, and support planning and reporting needs.
• Partner with technical data warehouse and analytics teams to define data requirements, validate source data, troubleshoot data issues, and translate business needs into practical reporting and automation solutions.
• Develop efficient, repeatable approaches for data gathering, transformation, and reconciliation to reduce manual effort and improve consistency across planning and forecast processes.

• Present insights, recommendations, and scenarios directly to senior and executive leadership.
• Act as a business partner to Sales Operations, data warehouse teams, and other cross‑functional groups to gather inputs, validate assumptions, and ensure models and analyses reflect underlying business drivers and available source data.
• Communicate effectively with both finance and technical audiences, including the ability to ask informed questions about data structures, source systems, and automation opportunities.
• Translate complex data into clear narratives that resonate with financial and non‑financial audiences.

• A bachelor's degree and 6 years of professional work experience (or a master's degree and 3 years of professional work experience, or equivalent experience) is required.
• Visa sponsorship will not be provided for this position.
• Candidates for this position must be authorized to work in the United States on a full‑time basis for any employer without restriction.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 6+ years of experience in FP&A or related finance roles, preferably in a SaaS or technology environment in a multi‑national or Global company.
• Experience with sales quota planning, and/or other top line planning & analysis work
• Proven ability to operate independently, manage ambiguity, and influence decisions through analysis
• Strong financial modeling, analytical, problem‑solving, and data interpretation skills.
• Experience with planning, data, and analytics tools such as Anaplan, Snowflake, SQL, Power BI, and Excel; ability to work with technical partners to access, validate, and automate data sources is strongly preferred.
• Clear and confident communicator with experience presenting to senior stakeholders.