Your Role
- Assist in developing and maintaining product-level bookings, revenue, headcount, and margin forecasts for the Professional Services business.
- Assist in creating and managing country and regional-level forecasts, including bookings, revenue, cost, headcount, and utilization metrics.
- Collaborate with business unit leaders and finance business partners to gather key inputs, assumptions, and drivers.
- Assist in building scalable financial models to support monthly, quarterly, and annual forecasting and planning cycles.
- Conduct variance analysis between actuals and forecasts, identifying trends and explaining key drivers.
- Assist in preparing financial reports and dashboards that highlight key insights for senior leadership and regional stakeholders.
- Partner with operations and delivery teams to understand and refine capacity, productivity, and resource allocation assumptions.
- Assist in the development and improvement of tools, templates, and processes to increase forecasting accuracy and efficiency.
- Ensure consistency and integrity of financial data across systems and reporting.
- Participate in ad-hoc projects, financial analysis, and reports as needed to support decision-making.
What You Will Bring
- BA/BS in Finance or Accounting with three to five years of FP&A-related experience, ideally in a professional services or SaaS company
- Strong Financial modeling and Advanced knowledge of Excel, including pivot tables, lookups, database, and logical functions
- Experience with ERP/Planning Systems (Adaptive Planning/NetSuite is a plus)
- Demonstrated experience in forecasting across multiple dimensions (product, geography, business unit)
- Experience with Salesforce, Tableau, and Google Docs a plus
- Ability to think creatively and learn quickly with minimal direction and information.
- Excellent analytical, problem-solving, detail-oriented and have a commitment to accuracy.
- Must stay organized and prioritize deadlines in a continually evolving environment.
- Strong relationship-building and communication skills, experience and desire to work cross-functionally and be a contributing team member.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Strong understanding of P&L components, especially for a services-based business (revenue recognition, margins, billable vs. non-billable hours, etc.)
Work Arrangement
Remote: This position is primarily remote. There is no specific in-office requirement, however, there may be circumstances where you may be required to come into a local office for a specific purpose, and/or to travel to other locations based on business needs.
