Financial Planning and Analysis Specialist

Company Description

Azami creates solutions that support data-driven trust in global IP through measurable outcomes - empowering IP professionals to optimize networks, safeguard portfolios, and achieve superior results through data and technology.

Role Description

As the FP&A Lead, you will lead Azami Global’s financial planning and analysis function, turning complex financial data into clear, strategic insights that drive decision-making across the organization and support the company’s growth. This role blends financial leadership with operational understanding and a data-driven mindset, helping Azami uncover revenue drivers, optimize margins, and advance its transition to a scalable platform business model. A key focus will be leveraging data analytics and AI tools to enhance forecasting accuracy, automate financial analysis, and enable faster, smarter decisions across the company.

Key Roles and Responsibilities:

-Financial Planning & Forecasting: Lead budgeting, rolling forecasts, and long-term planning while building driver-based models and scenario analyses to provide actionable insights.

-Revenue & Margin Analysis: Monitor revenue drivers, pricing, costs, and gross margins to optimize profitability and support deal economics.

-Data, AI & Financial Analytics: Use AI, automation, and advanced analytics to improve financial reporting, uncover trends, and integrate insights into dashboards.

-KPI & Business Intelligence: Define and track KPIs, develop dashboards, and ensure data connects financial and operational performance.

-Cross-Functional Partnership: Work with Sales, Product, Operations, and Finance to translate operational activity into clear financial insights for strategic decisions.

-Financial Infrastructure & Strategic Support: Build scalable processes, integrate models with systems, and provide financial guidance to senior leadership.

Qualifications

-4-7 years of experience in FP&A, strategic finance, or financial planning, ideally in technology, SaaS, or data-driven organizations

-Strong financial modeling and forecasting skills, with experience collaborating closely with senior leadership and cross-functional teams

-Bachelor’s degree in Finance, Economics, Accounting, or Industrial Engineering; MBA or advanced degree is a plus

-Advanced proficiency in Excel and financial modeling, with hands-on experience in ERP/CRM systems such as NetSuite, Salesforce, or HubSpot

-Familiarity with BI tools, data analytics, and AI-driven financial analysis is a strong advantage

-Strategic, analytical, and curious mindset, with the ability to translate complex data into actionable insights