Note: The job is a remote job and is open to candidates in USA. Dartmouth Partners is seeking a Senior Analyst for their Financial Planning & Analysis (FP&A) team. The role involves driving FP&A activities, focusing on financial and operational metric reporting, and collaborating with various business leaders to support financial initiatives.
Responsibilities
- Partner cross‑functionally with departmental leadership to support reporting, analysis, and execution of financial initiatives
- Serve as a business partner to ERP, Professional Services, and Managed Services units
- Support Shared Services functions including Engineering, Product, R&D, Sales & Marketing, and G&A
- Prepare financial and operational KPI metrics, including sales bookings, operational performance indicators, and financial performance trends
- Assist in monthly, quarterly, and annual financial planning, budgeting, and reporting processes
- Maintain Adaptive Planning for monthly rolling forecasts
- Own cashflow and balance sheet forecasting
- Conduct ongoing financial analysis:
- Analyze financial data to identify trends, variances, and improvement opportunities
- Perform budget‑vs‑actual variance analysis
- Identify key drivers of variances and provide insights to support strategic decisions
- Support preparation of presentations for the Board of Directors and executive leadership
- Meet all assigned deadlines and respond promptly to internal and external inquiries
- Assist with special projects and ad‑hoc analysis as needed
- Maintain general awareness of company security and privacy policies
- Report any security incidents or suspected incidents according to company procedures
Skills
- 2-4+ years of FP&A or similar financial experience
- Bachelor's degree in accounting, business, finance, or a related field
- Experience with financial forecasting, budgeting, and financial modeling
- Ability to prepare and analyze datasets and transform general ledger data for reporting
- Strong mathematical, analytical, and problem‑solving skills
- Excellent time‑management skills; highly organized and detail‑oriented
- High proficiency with Microsoft Office products, especially Excel
- Excellent oral and written communication skills
- Proven ability to work independently and manage multiple projects simultaneously
- Ability to adhere to company policies and procedures, including security and confidentiality requirements
- Advanced degree in finance or professional designation (CPA, CMA, MBA, etc.)
- Strong understanding of accounting principles and their application
- Experience in SaaS environments
- Experience partnering with sales teams and working with bookings data
- Experience with Adaptive Planning and Power BI
- Experience with Sage Intacct
Company Overview