Senior Financial Planning Analyst

About ControlUp

ControlUp is a Digital Experience Monitoring and Optimization platform that transforms the way IT admins manage their environment and troubleshoot issues. Our product suite enables IT Admins to be more proactive and have greater visibility into the digital experience of their users. Most of our customers utilize Citrix, VMware, Nutanix, and/or Microsoft for their virtualization layer. Additionally, we have many customers who utilize IGEL thin clients.

The Role

:We are seeking a highly skilled and detail-oriented Senior FP&A Analyst to join our dynamic team. This role focuses on corporate FP&A, developing reporting and board meeting materials, and serving as a strategic business partner to R&D leadership. You will play a key role in supporting the company’s financial planning, analysis, and decision-making processes, ensuring alignment with organizational goals

.This is an exciting opportunity to join a high-performing FP&A team and make a significant impact on the company’s financial strategy. You will collaborate with a diverse group of stakeholders and contribute to the company’s success while enhancing your professional growth

.
Responsibilities

: Corporate FP&

• A:Develop and manage comprehensive financial models, budgets, forecasts, and variance analyse
• s.Drive financial insights to support strategic planning and corporate decision-makin
• g.Consolidate and analyze financial data to provide actionable insights into performance trend

s.Reporting and Board Material

• s:Prepare, review, and present high-quality financial reports and materials for board meetings and executive leadership team
• s.Collaborate with cross-functional teams to ensure accurate, timely, and insightful reportin
• g.Develop executive-level dashboards and visualizations for key performance indicators (KPIs

).Business Partnership with R&D Leadershi

• p:Act as the primary financial business partner to the R&D team, supporting budget management, resource allocation, and financial forecastin
• g.Provide strategic recommendations to R&D leadership to optimize investments and align with business objective
• s.Monitor and analyze R&D spending trends to ensure cost efficiency and value creatio

n.
Who we’re looking

• forEducation: Bachelor’s degree in Finance, Accounting, or a related field (MBA or CFA preferre
• d).Experience: Minimum of 3 years in financial analysis, preferably with corporate FP&A experience in Software compa
• ny.Technical Skil
• ls:Proficient in financial modeling, data analysis, and advanced Exc
• el.Familiarity with CRM systems (e.g., Salesforce), ERP systems (e.g., NetSuite), and data visualization tools (e.g., Tablea

• u).
  Core Competenc
• ies:Strong analytical and problem-solving abilities with exceptional attention to det
• ail.Excellent communication and interpersonal skills, with the ability to collaborate effectively across te
• ams.Ability to thrive in a fast-paced environment, managing multiple priorities and deadli