Company Overview
At LevelUp, we believe growth happens when people feel trusted, supported, and challenged. For more than seven years we’ve partnered with agencies, software vendors and website owners to provide world class outsourcing and offshore hiring services in a range of verticals, such as technical, operational, and back-office support. We hire curious problem-solvers, give them room to own outcomes, and back them with systems, support and a culture that makes learning part of the job. Join us and help businesses (and your career) level up.
Position Overview
We are looking for a detail-oriented FP&A Analyst to join the Financial Planning & Analysis (FP&A) team of our client, a leading US-based, B2B technology company. The successful analyst will be responsible for key operational and transactional control activities, driving adherence to people-count and non-labor budget controls, and providing timely, insightful variance analysis to support the business's financial health.
Key Responsibilities
- Non-Labour Expense Forecasting: Manage and execute the monthly and quarterly forecasting process for non-labour operating expenses using Google Sheets for data preparation and Workday Adaptive Planning for reporting.
- Labour & People-count Modeling: Develop, maintain, and report on the detailed labour forecast model, including tracking current employee counts and modeling capacity.
- Attrition Analysis: Forecast the financial impact of attrition, including both voluntary and involuntary departures.
- Capacity Planning: Model backfill and new hire requirements to maintain operational capacity while staying within strict budget constraints.
- Purchase Order (PO) Approvals: Act as the primary Finance reviewer for PO requests submitted via the Coupa spend management system.
- Spend Governance: Ensure all POs are fully aligned with approved budget allocations before providing financial approval.
- Hiring Approvals (Job Reqs): Oversee the financial clearance for all new job requisitions in Workday, verifying that both backfill and growth roles are budgeted.
- Risk Escalation: Proactively identify and flag urgent or high-risk spending/hiring requests submitted outside of approved budgets or established governance protocols.
- Month-End Reconciliation: Collate and reconcile actual data at month-end against budget and forecast targets.
- Variance Commentary: Draft detailed, high-quality variance analysis commentary explaining key movements in both Labour and Non-Labour expenses.
- Root-Cause Analysis: Provide deep-dive analysis for significant financial deviations and suggest specific corrective actions to leadership.
- Stakeholder Reporting: Prepare and distribute standardized financial reports and ad-hoc analysis for functional leaders and the global FP&A team.
Qualifications & Skills
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
- Experience: 2+ years of progressive experience in a Financial Analyst or FP&A role, preferably within SaaS.
- Technical: Advanced proficiency in Microsoft Excel and Google Sheets (pivot tables, complex formulas, data modeling). Direct working experience with a corporate FP&A system (e.g., Workday Adaptive Planning).
- System Proficiency: Experience with Coupa (or similar e-procurement tool) and Workday (or similar HCM system) required for transaction processing and control.
- Soft Skills: Exceptional attention to detail and accuracy in data handling. Strong communication skills (written and verbal) to draft clear, concise variance commentary for non-finance leaders. Ability to work effectively under strict deadlines in a fast-paced environment.
More Information
- Remote work setup
- Equipment provided
- HMO, 13th month pay, government benefits
- Work Schedule: Monday to Friday, 8am - 5pm US Central.
