Senior Financial Planning & Analysis Leader

Senior Financial Planning & Analysis Leader

Our client is a growing technology company in a security-focused space and is looking for a Senior Financial Planning & Analysis Leader to support how the business plans, forecasts, and makes investment decisions.

This role works closely with teams across marketing, product development, and go-to-market. It’s well-suited for someone who has led budgeting and forecasting through a full fiscal year-end, enjoys partnering directly with business leaders, and prefers practical, business-focused finance over theory.

As a Senior Financial Planning & Analysis Leader, you’ll take ownership of the company’s core financial planning activities and act as a key partner to the business.

• Lead annual budgeting, forecasting, and long-range planning processes tied to the fiscal year-end
• Partner with Marketing, Product, and Go-to-Market teams on spend planning and performance tracking
• Build and maintain financial models, identify trends, and explain variances
• Provide clear financial insights to support leadership decision-making
• Support scenario planning and forecasting as business priorities shift
• Improve planning processes, tools, and reporting as the organization scales

The ideal Senior Financial Planning & Analysis Leader brings strong fundamentals and is comfortable working closely with non-finance teams.

• 7–10 years of experience in FP&A, corporate finance, or a related role
• Demonstrated experience managing budgets and forecasts through a fiscal year-end
• Strong Excel and financial modeling skills
• Comfortable explaining financial results in clear, straightforward terms
• Ability to manage multiple priorities in a fast-paced environment
• Bachelor’s degree in Finance, Accounting, or a related field

This is a visible role with real ownership and influence. The Senior Financial Planning & Analysis Leader will work directly with leadership and play an important part in shaping planning, forecasting, and business decisions as the company continues to grow.