Senior Financial Analyst - Corporate FP&A
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What you'll do
- Partner with cross-functional groups on monthly financial reporting (GAAP Revenue, Annual Recurring Revenue), cash forecasting, and ad hoc financial analysis
- Increase automation and efficiency of current processes through Excel improvements and AI productivity tools (Claude, Microsoft Copilot); drive the adoption of improved financial processes through teaming with multiple stakeholder groups
- Participate in long-range planning process, including the creation and/or maintenance of Precisely's long-range model and supporting ad-hoc analyses to inform the model
- Support the annual budget through cross-functional collaboration, ensuring the budget supports Precisely's financial and strategic goals
- Ability to work closely with business partners and executives to provide insight and guidance; demonstrated ability to develop complex financial models, including long-range models or three-statement financial models; demonstrated ability to turn financial data into relevant insights that support sound decisions
- Self-starter with a positive attitude; outstanding verbal and written communication skills; excellent problem-solving and analytical skills; attention to detail; demonstrated drive for continuous process improvement; ability to balance multiple responsibilities with competing deadlines
- Support ad hoc projects and strategic initiatives
What they're looking for
- Undergraduate or graduate degree in Business, Finance, or Accounting (equivalent work experience will be accepted in place of the education requirement).
- Minimum 3 years of relevant FP&A experience, including financial modeling, forecasting, and reporting is required.
- Specific technical or software skills required Advanced Microsoft Excel (complex formulas and modeling techniques); experience with AI productivity tools (Claude, Microsoft Copilot).
- Experience with AI productivity tools such as Claude and Microsoft Copilot required.
Nice to have
- Examples leveraging AI productivity tools to automate, create, or enhance a process is preferred.
- Demonstrated ability to develop long-range financial models or three-statement financial models.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
At Precisely, we're not just building software — we're shaping the future of data integrity. As a global leader in data quality, data enrichment, and location intelligence, Precisely helps thousands of the world's most trusted brands make confident decisions with data they can rely on. We're an AI-first organization, which means artificial intelligence isn't a buzzword here — it's woven into how we build products, how we work, and how we think about solving complex problems for our customers. When you join Precisely, you join a team of curious, driven innovators who believe that better data makes the world run better. If you're ready to do meaningful work at the intersection of AI and data — and help define what's possible — we'd love for you to apply!
This position is 100% remote anywhere in the US
Overview:
As a Senior Financial Analyst, your focus will be on taking ownership of a number of key FP&A processes. As part of the FP&A team, you will ensure operational plans are aligned with financial goals and create transparency that allows us to make the right decisions. The Senior Financial Analyst will play a key role in developing and maintaining reporting, analytics, and modeling that provides valuable insight into the company. In this role, the Senior Financial Analyst will gain deep, hands-on operating experience at a venture-backed software firm. They will also have unique exposure to the CFO and senior executives across functional groups.
What you will do:
- Partner with cross-functional groups on monthly financial reporting (GAAP Revenue, Annual Recurring Revenue), cash forecasting, and ad hoc financial analysis
- Increase automation and efficiency of current processes through Excel improvements and AI productivity tools (Claude, Microsoft Copilot); drive the adoption of improved financial processes through teaming with multiple stakeholder groups
- Participate in long-range planning process, including the creation and/or maintenance of Precisely's long-range model and supporting ad-hoc analyses to inform the model
- Support the annual budget through cross-functional collaboration, ensuring the budget supports Precisely's financial and strategic goals
- Ability to work closely with business partners and executives to provide insight and guidance; demonstrated ability to develop complex financial models, including long-range models or three-statement financial models; demonstrated ability to turn financial data into relevant insights that support sound decisions
- Self-starter with a positive attitude; outstanding verbal and written communication skills; excellent problem-solving and analytical skills; attention to detail; demonstrated drive for continuous process improvement; ability to balance multiple responsibilities with competing deadlines
- Support ad hoc projects and strategic initiatives
What we are looking for:
Required:
- Undergraduate or graduate degree in Business, Finance, or Accounting (equivalent work experience will be accepted in place of the education requirement).
- Minimum 3 years of relevant FP&A experience, including financial modeling, forecasting, and reporting is required.
- Specific technical or software skills required Advanced Microsoft Excel (complex formulas and modeling techniques); experience with AI productivity tools (Claude, Microsoft Copilot).
AI Skills/Knowledge:
- Experience with AI productivity tools such as Claude and Microsoft Copilot required.
- Examples leveraging AI productivity tools to automate, create, or enhance a process is preferred.
Preferred Skills (a plus but not required):
- Demonstrated ability to develop long-range financial models or three-statement financial models.
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Application and Interview Impersonation Notice: Impersonating another individual when applying for employment, and/or participating in an interview process to assist another individual in obtaining employment, with Precisely Software Incorporated (“Precisely”) is unlawful. If Precisely identifies such fraudulent conduct, then as applicable and to the extent permitted by law, the application will be rejected, an offer (if made) will be rescinded, or the employment will be terminated, and legal action may be taken against the impersonators.
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