Senior FP&A Analyst

CData is the data layer between AI and ROI—delivering the connectivity, context, and control that make enterprise AI more accurate. One platform for live access and data replication across 350+ sources, semantic intelligence that ensures context-aware responses, and built-in governance for every AI-to-data interaction. Powering AI and analytics workloads for Anthropic, Databricks, Microsoft, Google, Palantir, and more than 10,000 customers worldwide.

Behind that impact is a global team of passionate problem-solvers, engineers, and innovators who are redefining what’s possible in data connectivity.

Headquartered in Chapel Hill, North Carolina, CData has over 500 team members, with offices in North America, Europe, and Asia. We take pride not just in what we build, but in how we build it: together, with curiosity, creativity, and a shared drive to push boundaries.

The Sr. FP&A Analyst will play a critical role in driving financial visibility, rigorous analysis, and data-driven decision-making across the business. This is a high-impact opportunity for a strategic and commercially-minded finance professional to take meaningful ownership of core FP&A processes, partner deeply with cross-functional leaders, and help shape the financial direction of a fast-growing, PE-backed SaaS company. The Sr. FP&A Analyst will work closely with the leader of the FP&A function, taking an analytical and forward-looking view of the business to identify trends, surface risks and opportunities, and drive operational and financial performance throughout the organization. The ideal candidate is curious, self-motivated, detail-oriented, and strategically minded, with strong organizational and communication skills and the ability to translate complex financial data into clear, executive-ready insights.

Responsibilities include but are not limited to:

• Be a key driver in the preparation of financial presentations for the company’s executive leadership team and board of directors, including monthly business reviews, quarterly board packages, and ad hoc strategic reporting
• Partner closely with the Finance and Accounting team to assess actuals versus budget and forecast targets; take a lead role in variance analysis, synthesizing key drivers of performance, and incorporating findings into updated financial forecasts and management commentary
• Build, maintain, and continuously improve analytical models that utilize both financial and operational data (including SaaS metrics such as ARR, NRR, churn, and LTV) to forecast operating results and support strategic planning
• Lead company, product, and project profitability analysis, including margin analysis by product line and customer segment
• Proactively identify financial and operational trends, surface risks and opportunities, and provide forward-looking insights to support business decision-making in a rapidly evolving environment
• Serve as a key finance business partner to cross-functional teams (Sales, Marketing, Product, Engineering, and Customer Success), driving shared understanding of financial performance and supporting department-level planning and analysis
• Drive the development and implementation of process improvements, including automation of recurring reporting and enhancements to planning tools and workflows
• Lead or support strategic initiatives including M&A due diligence, benchmarking, and competitive and market analysis
• Leverage AI tools and technologies (including large language models, AI-assisted analytics, and automation platforms) to enhance the speed, depth, and quality of financial analysis; contribute to the development of AI-powered FP&A workflows, reporting automation, and scalable processes that improve productivity across the finance team
• Administer the sales commission process, including calculation, reconciliation, and timely payment of commissions in partnership with Sales leadership and HR; ensure accuracy and maintain clear documentation of commission plans and payout history

Must Haves:

• Four-year Bachelor’s degree in Finance, Business Administration, Accounting or Economics
• 3–5 years of experience in financial planning, analysis, budgeting, and forecasting, or another analytical discipline such as consulting or investment banking. Experience in the software/SaaS industry is strongly preferred; PE-backed company experience is a plus
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word are required
• Process oriented thinker with great organizational skills that wants to get involved in the business and the ecosystem that CData is leading
• Strong desire to be part of a growing business and be integral in the development of the team and the culture at CData
• Strong analytical capabilities, able to develop new frameworks, and model potential outcomes
• Demonstrated ability to meet tight deadlines with emphasis on sustained accuracy and attention to detail
• Articulate clearly and succinctly through excellent verbal, written, and interpersonal communication skills. Capable of presenting complex financial information in an easy-to-understand format
• Working knowledge of US GAAP and SaaS revenue recognition principles (ASC 606) is a plus
• Advanced financial modeling experience is required; experience building ARR/MRR waterfall, headcount, or three-statement models in a SaaS environment is a strong plus
• Ability to quickly learn and leverage new financial and business systems. Experience with Salesforce, NetSuite, or Tableau is a plus. Familiarity with FP&A planning tools (e.g., Adaptive Insights, Anaplan, or Mosaic) is a plus. Experience with or exposure to sales commission administration tools (e.g., CaptivateIQ, Spiff, or Xactly) is a plus
• Demonstrated comfort using AI tools (e.g., Microsoft Copilot, ChatGPT, or similar) in a professional finance context; experience or strong interest in building AI-assisted workflows, automating recurring analyses, and contributing to a culture of continuous process improvement through technology adoption

US Only: The typical base pay range for this role across the US is $90,000–$115,000 per year. The actual range may vary depending on specific locations. In the areas we're looking to hire within Chapel Hill / Research Triangle, NC, we expect the base pay range for this role to be $90,000–$115,000, depending on experience and qualifications.

Data Access & Compliance: This role may access, process, or support systems containing confidential customer data, including PII, PHI/ePHI, and other regulated or sensitive information. The employee must comply with CData’s Information Classification and Management Policy, HIPAA-related safeguards where applicable, access-control requirements, data-handling procedures, and incident-reporting obligations.

• As part of our comprehensive benefits offerings, we provide Medical, Dental, and Vision plans with company-paid insurance premiums 
• Health Saving Account offering with company contribution to help mitigate increasing health costs  
• Flexible Savings Account and Dependent Care FSA  
• Generous 20-day PTO and 11 paid holidays  
• 401k with 100% company match up to 6% of contribution 
• A remote-friendly, high-trust culture that empowers collaboration, celebrates curiosity, and encourages innovation 
• Work closely with your manager to define professional development and learning opportunities that match your career goals