Sr. Financial Analyst- Financial Planning & Analysis

Be part of something revolutionary

We have a vision. Our Digital Brain, o9’s AI-powered platform, is being used by global enterprises to drive their digital transformations. The integrated planning and operational efficiencies we provide is helping businesses do more, be more, and mean more to the world at large. Because businesses that plan better, reduce waste, creating value for themselves and the planet.

But we also have a vision for our people. We want the most talented, committed, and driven people to power our transformative approach. In return, we’ll provide a nurturing environment where you can be a part of something special.

About the role...

As a Senior Financial Analyst, you will partner with the leadership team of o9 to drive company performance. This includes the creation and delivery of the Annual Operating Plan (AOP), Quarterly rolling forecast and monthly analysis and reporting. You will focus on developing/ enhancing KPIs, benchmarking, and industry analysis. The ideal candidate will bring a combination of strong analytical capabilities, communication skills, superior attention to detail, and a curiosity-driven mindset. This is a high visibility role with a significant impact in providing critical input to the overall strategic direction and growth of the company. For the right candidate, it is a platform for rapid career development and personal growth. This role is well suited for a candidate with an MBA, business finance, FP&A, consulting, investment banking, or private equity experience, preferably in a SAAS company.

What you’ll do for us…

· Lead FP&A activities including monthly/ quarterly close, analysis and reporting for the respective function/ business

· Measure and report on budget and variance for the regions and functions

· Business partner with the GMs/ Functional leaders to drive analysis and tools for improved decision making

· Lead the AOP process for the assigned function/ business by creating bottoms-up analysis and financial modeling

· Create high potential opportunities and follow-through by partnering with key functional leaders and strategic finance team on an execution plan

· Influence decision making through crisp and clear messaging by utilizing data and strategic presentations to effectively align perspectives and create clarity on decisions to be made

· Develop and monitor core KPIs to track progression towards achieving operating plan and to drive both top and bottom-line performance

· Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization

What you’ll have...

· Bachelor’s degree and 5+ years of experience in finance preferably FP&A, Business Finance, or a related area

· MBA with 2+ years of experience highly preferred

· Superior attention to detail, ability to successfully manage multiple, competing priorities while maintaining view of big picture goals and initiatives

· Experience within SaaS and/or Supply Chain industries preferred but not required

· Strong knowledge of accounting/financial/operational principles: GAAP/ IFRS

· Experience developing analysis, reporting metrics and adept with AOP, quarterly forecasting, month end close/ reporting

· Strong interpersonal and communication skills with the ability to easily interface with various levels of management

· Advanced Excel, Word, and PowerPoint skills (or Google Workspace equivalent)

This position at o9 Solutions has an annual salary range of $85,000- $96,250. Additionally, you may be eligible to participate in our medical, retirement, and other company-sponsored benefits.

*The above information reflects the expected base salary range, although the lower and upper bounds may vary based on location, skills, experience, certifications, licenses, or other relevant factors.

More about us…

With its recent Unicorn status, o9 Solutions is one of the fastest-growing AI-powered digital transformation companies in the world today. Our high-energy environment drives us to grow and aim 10x. It’s this drive that has made us leaders of Gartner’s S&OP Magic Quadrant.

The o9 platform, or “digital brain”, is the premier AI-powered, cloud-based platform behind the digital transformations of major global enterprises. These include Google, Walmart, and Starbucks, among others.

Our headquarters are in Dallas, and we currently have offices in Amsterdam, Barcelona, Bangalore, Tokyo, and Seoul.

o9 is an equal opportunity employer. We welcome applicants of diverse backgrounds and hires without regard to race, color, gender, religion, national origin, citizenship, age, sexual orientation, or any other characteristic protected by law.