Finance Business Partner

Your Mission

Reporting to the Director, Financial Planning & Analysis, the Finance Business Partner plays a critical role at the intersection of FP&A and business strategy. You will support cross-functional financial planning, build strategic partnerships with business leaders, and deliver insights that drive high-impact decision-making. This role goes beyond reporting and modeling - it's about connecting the dots across departments to influence outcomes and support the company’s growth trajectory. We deeply embrace AI and emerging technology - not as a buzzword, but as a core lever for how we plan, report, and make decisions.

Role & Responsibilities

· Act as a strategic finance partner to department leaders, building trusted relationships and providing guidance rooted in data-driven insights.

· Support the financial planning process for your assigned function, contributing to comprehensive financial models, budgeting/forecasting, scenario modeling, and sensitivity analysis using Adaptive Planning.

o Develop a firm grasp of adaptive planning and own accountability for all inputs and outputs from Adaptive.

· Leverage AI & BI tools - automating variance analysis and forecast workflows to make reporting faster, cleaner, and more automated - and collaborate with the Business Intelligence team to surface actionable insights from financial and operational data.

o Help identify and apply tools that make reporting faster, cleaner, and more automated.

· Own and improve cadence reporting - support weekly, monthly, and quarterly reporting cycles, with an eye toward automation and process improvement wherever manual work can be reduced.

· Deliver high-level financial analysis, performance reporting, and recommendations to drive key business decisions and strategic initiatives.

· Contribute to the development, maintenance, and evolution of key financial and operational dashboards that support executive decision-making.

· Proactively analyze business performance and trends, identifying risks, opportunities, and improvement areas to inform leadership.

· Contribute to business case development for strategic initiatives, including product launches, pricing decisions, go-to-market investments, and operational efficiencies.

· Prepare materials for executive leadership, with exposure to Board of Directors and investor materials.

· Track SaaS metrics - help monitor and analyze core unit economics including CAC, NRR, and GRR.

Your Skills & Experience

· Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA/CFA designation in progress or completed is a strong asset).

· 2-5 years of progressive experience in FP&A, corporate finance, investment banking, private equity, or management consulting.

· A process-driven approach - you naturally look for ways to make things repeatable and scalable.

· Proficiency in Adaptive Planning or similar financial planning tools.

· Proven ability to influence senior stakeholders through strong business acumen and communication skills.

· Advanced Excel and financial modeling expertise, with proficiency in PowerPoint and executive storytelling.

· Experience with BI tools (e.g. Looker, Tableau, Power BI) and comfort navigating large datasets.

· Hands-on experience using AI tools (e.g. Claude, ChatGPT) to automate reporting, streamline analysis, and improve process efficiency - this is a core expectation of the role, not a nice-to-have.

· Strategic thinker with strong analytical and problem-solving skills, attention to detail, and a results-driven mindset.

· Self-starter who thrives in fast-paced, high-growth environments without heavy oversight and enjoys working collaboratively across departments. Proven track record of taking initiative and going above and beyond, with high personal standards of accountability.

Success Metrics

· Measurable improvement in forecast accuracy and planning cycle efficiency

· Accuracy and timeliness of financial planning and reporting.

o Ensure data integrity in the FP&A system (Adaptive), as well as outputs any reports, workbooks or dashboards reflect timely and accurate data. Own the numbers from input to output.

o Continuous work to sanity check and verify the data integrity of results in adaptive and outputs delivered to Executive Team

· Successful implementation of process improvements and enhancements in financial operations leveraging AI to increase efficiency.