Who we are

RFPIO is the market leader in response management software, trusted by some of the world's smartest companies to support RFP and Security questionnaire response, create and manage sales proposals, and resolve inefficiencies rooted in decentralized and inaccessible content and knowledge. The software's robust and bi-directional integrations, along with an open API, allow teams to digitally transform response management processes and to harness the power of the knowledge and content across their teams. RFPIO supports response management for growing organizations of all sizes including Google, Adobe, Atlassian, Microsoft, Tenable, Zoom Video, and others.

We have a great product (voted best in class by G2 for 9+ quarters), collaborative team, happy customers, and passionate employees that make working here both fun and rewarding.

About the role

RFPIO, the leading response management software solution on the market, is seeking a collaborative, detail-oriented, and highly organized Sr. FP&A Analyst. This individual will be responsible for budgeting, forecasting, reporting, and ad-hoc analysis to support decision-making across the organization. This will be an extremely visible role with frequent exposure to senior leadership and founders. A successful candidate will be highly analytical, detail oriented, and driven to make an impact on the company’s operations. Reporting to the Director FP&A, the Senior FP&A Analyst should be comfortable adapting to changing circumstances, be entrepreneurial in spirit, and be capable of influencing and affecting change at the highest levels of the organization. The ideal candidate will want to move beyond everyday budget vs. actual responsibilities and into a role as a strategic advisor to the business.

As a requirement for this position, the candidate should be willing to work in US Shift hours. We are specifically looking for interested candidates who are located near Coimbatore, Chennai, and Bangalore.

Responsibilities

Provide business analysis and financial support that aligns with company objectives to department heads
Conduct monthly budget vs. actual analysis and present findings to department heads to drive action on key items
Develop, produce, and track key SaaS metrics and other financial indicators through automated processes and KPI dashboards
Support the evaluation, implementation, and adoption of new systems within the organization (ERP, Planning, BI/reporting) to drive greater efficiency and visibility
Provide insights to all areas of the business using analytics and benchmarking
Produce ad-hoc analysis and reporting as necessary for the CFO, CEO and other stakeholders
Support the annual budgeting and quarterly reforecast process, ensuring key dates and deliverables are met

Education

BA/BS in Accounting/Finance/Business/Economics

Experience

3-5+ years in FP&A (SaaS company preferred)
Additional experience working in technology, management consulting, investment banking, venture capital, and/or private equity
Experience with financial forecasting, planning and analysis and operational budget management

Knowledge, Skills & Ability

Strong understanding of GAAP accounting and SaaS metrics
Extremely strong financial modeling skills
Highly proficient with MS Office Suite
Experience with planning software (e.g. Adaptive Insights, NetSuite Planning & Budgeting, etc.)
Excellent analytical skills with a strong focus on accuracy
The ability to “dive deep” into the details, coupled with the ability to “come up for air” and present summarized findings to company leadership
Excellent communication and presentation skills – you tell the story, you don’t just report the numbers
Natural curiosity with and ability to work independently in a fast-paced environment, prioritizing and executing multiple tasks simultaneously
Must be capable of building strong relationships with colleagues and presenting to business leaders

Sr. Financial Planning Analyst (US Shift)

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