Senior FP&A Business Partner

Job Title – Senior Financial Analyst (Financial Planning & Analysis)

At o9, we invest in people. We seek talented, driven individuals to power our transformative approach. You’ll thrive in a dynamic, supportive environment, growing while making a real impact.

As a Senior Financial Analyst, you will partner with the US leadership team of o9 to drive company performance. This includes the monthly P&L reporting, variance analysis, creation, and delivery of the Annual Operating Plan (AOP) and Quarterly rolling forecast. The ideal candidate will bring a combination of strong analytical capabilities, communication skills, superior attention to detail, and a curiosity-driven mindset. This is a high visibility role with a significant impact in providing critical input to the overall strategic direction and growth of the company. For the right candidate, it is a platform for rapid career development and personal growth. This role is well suited for a candidate with an MBA, business finance, FP&A, consulting, investment banking, or private equity experience, preferably in a SAAS company.

What you’ll do for us

• Lead FP&A activities including monthly/ quarterly close, analysis and reporting for the respective function/ business
• Work with Accounting during close process to ensure accurate entries and suggest reclasses, accruals as needed
• Identify and research variances to forecast, budget and prior year expenses, proactively identifying opportunities for improvement
• Prepare and present P&L monthly reporting package with variance explanations, headcount analysis, expense detail by vendor
• Develop quarterly forecasts and bottoms-up budget, working with the Finance Manager and portfolio leaders
• Dive deeply into financial data and become a subject matter expert to provide additional insights during forecast/budget process
• Business partner with the GMs/ Functional leaders to drive analysis and tools for improved decision making
• Develop and monitor core KPIs to track progression towards achieving operating plan and to drive both top and bottom-line performance

What you’ll have

• Experience: 6+ years of experience
• Education: Bachelor’s degree in finance preferably FP&A, Business Finance, or a related area. MBA with 5 to 7 years of FP&A experience highly preferred
• Skills:
  • Strong knowledge of accounting/financial/operational principles: GAAP/ IFRS
  • Experience working with reporting and budgeting tools, NetSuite financial systems preferred
  • Experience developing analysis, reporting metrics and adept with AOP, quarterly forecasting, month end close/ reporting
  • Superior attention to detail, ability to successfully manage multiple, competing priorities while maintaining view of big picture goals and initiatives
  • Experience within SaaS and/or Supply Chain industries preferred but not required
  • Strong interpersonal and communication skills with the ability to easily interface with various levels of management
• Advanced Excel, Word, and PowerPoint skills (or Google Workspace equivalent)

Characteristics: Passion for design, attention to detail, and a problem-solving mindset