Senior Financial Planning & Analysis (FP&A) Analyst

Senior Financial Planning \& Analysis (FP\&A) Analyst

Location:

South Florida (Hybrid – 1 day onsite) Only considering local candidates

About the Job

StevenDouglas has been retained to lead the search for a Senior FP\&A Analyst for a high-growth, private equity-backed IT company operating in a recurring revenue (ARR) environment.

This role will report directly to the VP of Finance and play a key part in financial planning, forecasting, and performance analysis across the organization. The position offers strong visibility into executive decision-making, particularly as the company continues to scale through organic growth and acquisitions.

About StevenDouglas

StevenDouglas is a nationally recognized leader in executive search and professional recruiting.

Founded in 1983, the firm has built a reputation for delivering access to top-tier talent through a team of highly tenured professionals focused on long-term outcomes. StevenDouglas partners with a diverse client base ranging from early-stage companies to middle-market and Fortune organizations, as well as private equity, venture capital, and family offices.

With over 25 offices nationwide, the firm combines the scale and resources of a global platform with the high-touch, relationship-driven approach of a boutique search firm. In addition to executive search, StevenDouglas provides expertise across technology staffing, professional recruiting, and interim resources.

About the Company

Our client is a global software company focused on data infrastructure and security, serving enterprise customers across multiple industries. Backed by a leading growth equity firm, the organization operates in a SaaS-driven model with a strong emphasis on recurring revenue and performance metrics.

The company has completed multiple acquisitions over the past 2 years and is expected to continue expanding its platform, creating a dynamic and evolving finance environment.

Key Responsibilities

FP\&A \& Financial Modeling

• Maintain and enhance existing financial models, including forecasting, budgeting, and long-range planning
• Perform budget vs. actual analysis and provide actionable insights to leadership
• Support monthly, quarterly, and annual planning cycles

KPI \& Revenue Analytics

• Analyze and track key SaaS metrics, including Annual Recurring Revenue (ARR) and other performance indicators
• Partner with Sales Operations to evaluate pipeline, bookings, and revenue forecasts
• Assist in developing and refining KPI dashboards and performance reporting

Data \& Reporting

• Build and maintain Power BI dashboards

to support real-time decision-making

• Deliver high-quality, executive-ready reporting with a strong focus on accuracy and presentation
• Support data integrity and consistency across systems and reporting outputs

Expense \& Operational Analysis

• Monitor and analyze operating expenses against budget
• Identify trends, variances, and opportunities for cost optimization
• Partner cross-functionally with department leaders to improve financial visibility

Strategic \& Ad Hoc Projects

• Support M\&A integration efforts, including modeling and performance tracking
• Assist with system improvements, automation initiatives, and potential AI-driven reporting enhancements
• Contribute to ongoing process improvements within a lean finance team

What We’re Looking For

Non-Negotiable

• Strong Power BI and advanced Excel skills (dashboarding, modeling, clean outputs)
• Core FP\&A experience: forecasting, budgeting, variance analysis, KPI tracking
• High attention to detail with ability to produce executive/board-ready materials
• Ability to operate in a fast-paced, lean environment with high ownership

Preferred

• Experience in a SaaS or subscription-based business model (strong exposure to ARR is a plus)
• Experience partnering with Sales Operations or revenue teams
• Tech-forward mindset with exposure to automation or AI tools

Why This Opportunity

• Private equity-backed with strong growth trajectory and active M\&A strategy
• Exposure to executive leadership and high-impact decision-making
• Opportunity to work directly with revenue teams on

forecasting and KPI development

• Lean, high-visibility environment where your work directly influences outcomes
• Hybrid flexibility with a collaborative, performance-driven culture