The Senior FP&A Analyst will manage financial planning, budgeting, forecasting, and performance analysis while collaborating across departments to enhance financial health.
Novara provides safety and operational risk management software that empowers organizations to identify and resolve issues before they become incidents. Through the Flex and Risk Management Center platforms, Novara helps organizations address operational risk proactively by unifying data, increasing workforce engagement, and proactively managing risk. Novara’s combination of training, software, and tools puts people and safety first while protecting critical operations.
Position Description:
As the Senior FP&A Analyst, you’ll play a critical role in driving strategic financial planning, budgeting, forecasting, and performance analysis. You’ll partner cross‑functionally to provide insights that directly impact decision‑making, investments, and the overall financial health of the company.
Relationships:
The Senior FP&A Analyst will develop collaborative relationships with leaders across the business to anticipate changes and identify opportunities in departmental budgets. Success in this role will be visible across the company to both the internal senior management team and external stakeholders, including private equity investors.
Responsibilities:
- Prepare reporting packages for internal management and external investors; including in-depth analysis of Budget vs Actual, trending analysis, forward looking implications, and develop the overarching narrative of the business
- Possess deep understanding of the client base and revenue of the business
- Develop automation and own the data integrity and reporting of bookings, book of business, net retention, and revenue; both historical variance and forward looking forecasts
- Coordinate with Accounting, RevOps and Customer Success to properly align new bookings and net retention reporting
- Possess intimate knowledge of Salesforce.com and Netsuite data
- Present and run internal monthly financial review meetings with senior management and external investors
- Participate in the monthly close process; namely, month over month revenue review, departmental mapping, GL coding, and roll forward of the forecast
- Perform ad-hoc research and analyses to support Sales, Customer Success, Product & Development, and the C-Suite
- Own the accuracy of commissions and quarterly bonus calculations
- Conduct interviews and research to aid in the development of the annual budgets and rolling forecasts
- Continually strive to improve and streamline processes and system configuration
- Aid in the integration of acquisition financials and develop proforma reporting capabilities
Knowledge, Skills, and Requirements:
- Bachelor’s degree in Finance or Accounting; MBA preferred.
- 5–7 years of experience in financial planning and accounting.
- Expert Excel skills and the ability to build and audit complex, interdependent financial models. Power BI experience is a plus.
- Ability to construct structured datasets.
- Experience forecasting growth and budgets for a high‑growth, technology‑enabled services company preferred.
- Proven success reporting against strategic plans and offering creative solutions when corrective actions are needed.
- NetSuite and Salesforce.com experience a plus.
- Flexible and dynamic thinker capable of developing and comprehending complex ideas and making connections across multiple analyses.
- Able to work autonomously with minimal oversight.
Compensation:
- Annual Base Salary Range of 115k-125k
- Annual Bonus Opportunity of 10%
As a growing company, Novara values its employees by supporting them with a full benefits package including Medical, Dental, Vision, Flexible Spending Accounts, PTO, Paid and Floating Holidays, 401k with Company match and immediate vesting, Company-funded Life Insurance, Employee Assistance Programs, and No-cost Mental Health Benefits.
About Novara
Novara provides safety and operational risk management software that empowers organizations to identify and resolve issues before they become incidents. Through the Flex and Risk Management Center platforms, Novara helps organizations address operational risk proactively by unifying data, increasing workforce engagement, and proactively managing risk. Novara’s combination of training, software, and tools puts people and safety first while protecting critical operations.
Novara, a Providence Equity portfolio company, provides safety and operational risk management software that empowers organizations to identify and resolve issues before they become incidents. Through the Flex and Risk Management Center platforms, Novara helps organizations address operational risk proactively by unifying data, increasing workforce engagement, and proactively managing risk. Novara’s combination of training, software, and tools puts people and safety first while protecting critical operations.
Novara launched January 1 2026, as an independent company, a spin-off of the Flex and RMC software businesses formerly part of KPA.
Don’t meet every job requirement? At Novara, we are dedicated to building a diverse, inclusive, and authentic workplace. Studies have shown that women and people of color are less likely to apply unless they meet every requirement. If you’re excited about the role but your past experience doesn’t align perfectly with every qualification, we still encourage you to apply! You might just be the right candidate for this or other roles.
Novara is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, and compensation, to all qualified applicants and employees without regard to race, religion, religious dress/grooming, color, ethnicity, sex (including sex stereotyping), sexual orientation, gender identity or gender expression, national origin, ancestry, citizenship status, creed, uniform service member status, military or veteran status, marital status, pregnancy, breast-feeding and/or pregnancy-related conditions, age, protected medical condition, leave status, physical or mental disability, genetic characteristics, or any other legally-protected status in accordance with the requirements of all federal, state and local laws. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
If you need assistance or an accommodation due to a disability, you may contact us at [email protected].
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Top Skills
Excel
NetSuite
Power BI
Salesforce
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