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Precisely is a data integrity leader empowering 12,000+ global organizations (including 95 Fortune 100 companies) to make confident decisions based on trusted data. The company combines software, data enrichment products, and strategic services to help customers increase revenue, lower costs, and reduce risk.
As a Senior Financial Analyst on the FP&A team, you will own key financial planning and analysis processes, ensuring operational plans align with financial goals and creating transparency for executive decision-making. This is a hands-on role with deep exposure to the CFO and senior leadership across functional groups at a venture-backed software firm.
Key responsibilities include:
- Partner with cross-functional teams on monthly financial reporting (GAAP revenue, ARR), cash forecasting, and ad hoc financial analysis
- Automate and improve current processes using Excel and AI productivity tools (Claude, Microsoft Copilot); drive adoption of improved financial workflows
- Participate in long-range planning, including development and maintenance of Precisely's long-range financial model and supporting analyses
- Support annual budgeting through cross-functional collaboration aligned with financial and strategic goals
- Develop complex financial models (long-range, three-statement) and translate financial data into actionable insights for executives
- Support ad hoc strategic projects and initiatives
Required qualifications:
- Bachelor's or graduate degree in Business, Finance, or Accounting (equivalent work experience accepted)
- Minimum 3 years of FP&A experience including financial modeling, forecasting, and reporting
- Advanced Microsoft Excel proficiency (complex formulas, modeling techniques)
- Experience with AI productivity tools (Claude, Microsoft Copilot)
- Strong analytical and problem-solving skills; excellent communication; attention to detail; ability to manage competing priorities
Preferred: Experience developing long-range or three-statement financial models.
Precisely operates with a "work from anywhere" culture across 30 countries and 20+ offices. The company is AI-first; all employees are expected to demonstrate proficiency in applying AI tools to accelerate work and improve output quality.
