Your role
As a Sr Analyst, Corporate FP&A, you’ll support the consolidated financial planning and reporting process across the entire organization. You’ll build and maintain financial models, prepare board and executive-level reporting packages, conduct variance analysis, and provide analytical support for key corporate initiatives, including capital allocation, headcount planning, and long-range planning. By tracking and analyzing key SaaS metrics such as ARR, net retention, gross margin, and Rule of 40, this role will help drive informed decision-making and support Dialpad’s path to continued growth and profitability.
This position reports to our Head of FP&A and has the opportunity to be based in our Austin office.
What you’ll do
- Build and maintain the consolidated financial model, including P&L, balance sheet, and cash flow forecasting.
- Support the annual budgeting and quarterly forecasting processes across all departments.
- Prepare monthly and quarterly variance analysis (budget vs. actual vs. forecast) and present findings to Finance leadership.
- Own and produce board of directors, investor, and executive reporting packages.
- Support headcount planning and tracking in partnership with HR and department leaders.
- Conduct ad hoc financial analyses and scenario modeling to support strategic initiatives such as capital allocation, investment decisions, and long-range planning.
- Develop and automate reporting dashboards and tools to improve visibility into financial performance.
- Partner with Accounting to ensure alignment between actuals and forecasts during month-end close.
- Assist with other projects as needed.
Skills you’ll bring
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 5–7 years of FP&A, corporate finance, investment banking, or related analytical experience; SaaS or tech industry experience strongly preferred.
- Advanced proficiency in Google Sheets or Excel; strong 3-statement financial modeling and analytical skills.
- Experience with FP&A/forecasting tools such as Adaptive Planning or Anaplan preferred.
- Strong understanding of SaaS business models and key metrics (ARR, MRR, churn, net retention, CAC, LTV).
- Excellent communication and presentation skills with the ability to distill complex data into clear narratives for executive audiences.
