Financial Analyst, Senior

Job description

Transforming the Future of Enterprise Planning At o9, our mission is to be the Most Value-Creating Platform for enterprises by transforming decision-making through our AI-first approach. By integrating siloed planning capabilities and capturing millions—even billions—in value leakage, we help businesses plan smarter and faster. This not only enhances operational efficiency but also reduces waste, leading to better outcomes for both businesses and the planet. Global leaders like Google, PepsiCo, Walmart, T-Mobile, AB InBev, and Starbucks trust o9 to optimize their supply chains. Job Title – Senior Financial Analyst (Financial Planning & Analysis) At o9, we invest in people. We seek talented, driven individuals to power our transformative approach. You’ll thrive in a dynamic, supportive environment, growing while making a real impact. As a Senior Financial Analyst, you will partner with the US leadership team of o9 to drive company performance. This includes the monthly P&L reporting, variance analysis, creation, and delivery of the Annual Operating Plan (AOP) and Quarterly rolling forecast. 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 Work with Accounting during close process to ensure accurate entries and suggest reclasses, accruals as needed Identify and research variances to forecast, budget and prior year expenses, proactively identifying opportunities for improvement Prepare and present P&L monthly reporting package with variance explanations, headcount analysis, expense detail by vendor Develop quarterly forecasts and bottoms-up budget, working with the Finance Manager and portfolio leaders Dive deeply into financial data and become a subject matter expert to provide additional insights during forecast/budget process Business partner with the GMs/ Functional leaders to drive analysis and tools for improved decision making Develop and monitor core KPIs to track progression towards achieving operating plan and to drive both top and bottom-line performance What you’ll have Experience: 6+ years of experience Education: Bachelor’s degree in finance preferably FP&A, Business Finance, or a related area. MBA with 3+ years of FP&A experience highly preferred Skills: Strong knowledge of accounting/financial/operational principles: GAAP/ IFRS Experience working with reporting and budgeting tools, NetSuite financial systems preferred Experience developing analysis, reporting metrics and adept with AOP, quarterly forecasting, month end close/ reporting 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 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) Characteristics: Passion for design, attention to detail, and a problem-solving mindset More about us… At o9, transparency and open communication are at the core of our culture. Collaboration thrives across all levels—hierarchy, distance, or function never limit innovation or teamwork. Beyond work, we encourage volunteering opportunities, social impact initiatives, and diverse cultural celebrations. With a $3.7 billion valuation and a global presence across Dallas, Amsterdam, Barcelona, Madrid, London, Paris, Tokyo, Seoul, and Munich, o9 is among the fastest-growing technology companies in the world. Through our aim10x vision, we are committed to AI-powered management, driving 10x improvements in enterprise decision-making. Our Enterprise Knowledge Graph enables businesses to anticipate risks, adapt to market shifts, and gain real-time visibility. By automating millions of decisions and reducing manual interventions by up to 90%, we empower enterprises to drive profitable growth, reduce inefficiencies, and create lasting value. o9 is an equal-opportunity employer that values diversity and inclusion. We welcome applicants from all backgrounds, ensuring a fair and unbiased hiring process. Join us as we continue our growth journey!