Financial Planning & Analysis (FP&A) Analyst
Position Summary
The FP&A Analyst will support financial planning, forecasting, reporting, and business analysis activities within a dynamic SaaS environment. This role will partner with business leaders and cross-functional teams to provide financial insights, drive data-driven decision making, and support the organization's growth and profitability objectives. The ideal candidate combines strong analytical capabilities with financial modelling expertise and a proactive approach to solving business challenges.
Key Responsibilities
- Support the annual budgeting, monthly forecasting, monthly reporting’s and long-range planning processes across business functions.
- Develop and maintain financial models to analyse revenue and expenses
- Perform monthly variance analysis by comparing actual results against budget and forecast, identifying key drivers and actionable insights.
- Prepare recurring management reports, dashboards, and presentations for finance leadership and business stakeholders.
- Partner cross functional teams like within Finance & outside Finance like IT, Facilities, Operations, sales etc
- Support month-end and quarter-end close activities by collaborating with accounting and business teams.
Required Skills & Qualifications
- Master's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field.
- 3-4 years of experience in Financial Planning & Analysis (FP&A)
- Experience supporting budgeting, forecasting, financial reporting, and business performance analysis.
- Strong understanding of financial statements, financial planning processes, and key business performance metrics.
- Proficiency in Microsoft Excel, including advanced formulas, pivot tables, financialmodelling, and scenario analysis.
- Experience with BI and visualization tools such as Power BI is a plus.
- Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.
- Excellent communication and stakeholder management skills, with the ability to present financial insights clearly to both finance and non-finance audiences.
- Self-starter with a continuous improvement mindset and strong business acumen.
Skills Required
- Master's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field
- 3-4 years of experience in Financial Planning and Analysis
- Experience supporting budgeting, forecasting, financial reporting, and business performance analysis
- Strong understanding of financial statements, financial planning processes, and key business performance metrics
- Proficiency in Microsoft Excel, including advanced formulas, pivot tables, financial modeling, and scenario analysis
- Experience with Power BI or similar business intelligence and visualization tools
- Familiarity with ERP systems such as Intacct and NetSuite
- Familiarity with planning tools such as Adaptive Insights
- Excellent communication and stakeholder management skills
- Ability to present financial insights clearly to finance and non-finance audiences
- Self-starter with a continuous improvement mindset and strong business acumen
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Healthcare Strength — Employer-provided medical, dental, and vision coverage is consistently listed in current job postings, with disability insurance also referenced. Feedback suggests these core health benefits are solid even if plan richness is not portrayed as top-tier across sources.
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Retirement Support — A 401(k) plan with employer matching is consistently cited in company and employer-verified materials. This reliable match supports long-term savings and is presented as a standard component of total rewards.
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Leave & Time Off Breadth — Immediate eligibility for paid time off, holidays, and volunteer time, along with parental leave, appears across job postings. This breadth of leave options provides practical flexibility from day one.
Clearwater Analytics (CWAN) Insights
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
Gallery
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
