FP&A Analyst

About SugarCRM

From the very beginning, SugarCRM had a unique vision: to offer a different kind of Customer Relationship Management (CRM). We pioneered the first commercial open-source CRM platform, and now, more than two decades later, are on a mission to provide products and services that make the hard things easier for sales, marketing and customer service teams. In fact, we help mid-market businesses around the globe reach new levels of performance and predictability by letting our award-winning CRM platform do the work. 

Our diverse group of worldwide employees are united and driven by a shared passion for our mission, culture, and values. We treat our employees like humans not line items and are building a culture where your work at Sugar helps fuel personal, professional and business growth – check out our recent ‘Great Place to Work’ certification that we are so proud of. Work/life fit and flexibility for our team matters and together we pride ourselves on solving for our customers, always. 

If you're ready to grow your career and help organizations grow better and faster, you've come to the right place. Find out more about our SugarCRM careers and how you can become a part of our journey. 

The FP&A Analyst is responsible for supporting financial planning, budgeting, forecasting, and analysis activities. The ideal candidate will have strong analytical, modeling and problem solving skills, with a solid understanding of finance principles.

Primary Responsibilities:

• Budgeting and Forecasting: Assist in the development and consolidation of annual budgets and quarterly forecasts. Collaborate with department heads to collect and analyze financial inputs for budgets and forecasts. Monitor budget vs. actuals and update forecasts as necessary.
• Financial Analysis and Reporting: Prepare monthly, quarterly, and annual financial reports for senior management. Analyze financial data, to identify trends, variances, and opportunities for improvement. Create reports, dashboards, and presentations to communicate financial and sales performance trends to key stakeholders.
• Financial Modeling: Develop, maintain, and improve financial models to support business planning and strategic initiatives. Use financial models to conduct scenario analysis, and provide insights and recommendations based on model outcomes.
• Variance Analysis: Conduct monthly variance analysis to compare actual results against budget/forecast. Provide explanations for variances, and suggest actions to address discrepancies. Identify and analyze key drivers impacting financial performance and sales targets.
• Ad-Hoc Analysis and Special Projects: Support ad-hoc financial analysis and projects as needed, including M&A activities, cost-cutting initiatives, and profitability assessments. Partner with sales leadership on strategic projects to drive sales performance and incentive alignment.
• Continuous Improvement
• Identify and implement process improvements to enhance forecasting accuracy, compensation calculation accuracy, and reporting quality. Assist in automating and streamlining financial reporting processes.

Requirements for Success:

• 2-4 years in FP&A, doing quantitative data analysis, building financial models, and using data to drive decision-making
• BA/BS in Finance, Accounting, or similar field.
• Advanced skills in Excel, PowerPoint; strong data analysis, problem-solving, and communication skills (able to interpret and present complex data and provide actionable insights, clearly and concisely)
• Familiarity with GAAP principles, attention to detail, and ability to manage tight timelines.
• Strong interpersonal skills for cross-functional collaboration.

Helpful for Success:

• Experience with CRM tools (SugarCRM preferred), Adaptive Insights, and NetSuite.
• Familiarity with data visualization tools (e.g., Power BI, Tableau).
• B2B SaaS industry experience and strong accounting knowledge.

We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for. We also know that diversity of background and thought makes for better problem solving and more creative thinking, which is why we're dedicated to adding new perspectives to the team.

Benefits and Perks:

Beyond a stellar work environment, friendly people, and inspiring work, we have some sweet benefits and perks:

· Excellent healthcare package for you and your family

· Savings and Investment – 401(k) match

· Unlimited Paid Time Off

· Paid Parental Leave

· Online Legal Services (Rocket Lawyer)

· Financial Planning Services (Origin)

· Discounted Pet Insurance (Embrace Pet Insurance)

· Corporate Benefit Program (Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public

· Health and Wellness Reimbursement Program

· Travel Discounts

· Educational Resources - Career & Personal Development Program

· Employee Referral Bonus Program

· We are a merit-based company - many opportunities to learn, excel and grow your career!

If you require a reasonable accommodation to search for a job opening or submit an application, please call +1 (877) 842-7276 with your request and contact information.

Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.