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Sr. Financial Planning & Analysis Analyst

About AvePoint: 

Beyond Secure. AvePoint is the global leader in data security, governance, and resilience, going beyond traditional solutions to ensure a robust data foundation and enable organizations everywhere to collaborate with confidence. Over 25,000 customers worldwide rely on the AvePoint Confidence Platform to prepare, secure, and optimize their critical data across Microsoft, Google, Salesforce, and other collaboration environments. AvePoint’s global channel partner program includes approximately 5,000 managed service providers, value-added resellers, and systems integrators, with our solutions available in more than 100 cloud marketplaces. To learn more, visit www.avepoint.com.

At AvePoint, we are committed to investing in our people. Agility, passion and teamwork set us up to do our best work and foster a culture where you are empowered to craft your career, make an impact, and own (y)our future. Unleash the power of you!

About the Role: 

AvePoint is excited to provide the opportunity for a Senior FP&A Analyst to join the team who is passionate about mastering the art of financial storytelling within a fast-moving SaaS company. 

As a Senior FP&A Analyst, you will support the finance team by preparing accurate monthly and quarterly financial reports, identify action items, and effectively frame decisions that need to be made. 

No two days are alike, but generally your responsibilities will include providing financial insights and projections to the business. You will provide reliable data and analysis for decision-making and planning. 

What your day to day will look like:  

  • Navigate the financial landscape with savvy, turning data into insights and spreadsheets into strategies 
  • Collaborate with teams across AvePoint, including the CFO and department heads, providing the fiscal compass for business decisions 
  • Tackle the unexpected with a cool head and a keen eye, ensuring every number tells a story 
  • Champion efficiency, streamlining processes to enable increased focus on the big picture 
  • Contribute to special projects, turning complex data into actionable insights for senior management 
  • Analyze financial trends and create forecasts to align financial planning with business objectives 
  • Review earnings material and public filings to ensure compliance and accuracy, and provide insights for financial planning and analysis 
  • Serve as a finance liaison to departments by working closely with them in understanding their business, supporting their initiatives, and general financial inquiries 
  • Focus areas include, but are not limited to, budgeting & forecasting, variance analysis, long-term planning, executive presentations and Investor Relations materials 

 What you will bring to our team:  

  • 3 - 5 years of FP&A experience with a focus on accounting/financial and operational principles 
  • Proficiency in Excel (capable of writing complex formulas and using Excel as a tool to understand and provide insights from data) and PowerPoint 
  • Experience manipulating, transforming, and analyzing large data sets 
  • Excellent multitasking skills with minimal supervision requirement (comfortable researching solutions to new challenges) 
  • The ability to navigate complex situations and prioritize effectively 
  • Track record of building and working with complex financial models 
  • Bachelor’s Degree in Finance/Accounting or similar 
  • Experience with PowerQuery or similar is a plus 
  • SaaS business model experience a plus

  • Familiarity with financial software such as Planful or Adaptive is a plus 

 

Any personal data you share with us during the application process will be processed strictly in compliance with applicable data protection laws and our Privacy Notice.

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What You Should Know About Sr. Financial Planning & Analysis Analyst, AvePoint

Welcome to AvePoint, where we're on a mission to redefine data security, governance, and resilience! We’re looking for a passionate Senior Financial Planning & Analysis Analyst to come on board in Jersey City, New Jersey. In this dynamic role, you'll not only prepare accurate financial reports but also tell compelling financial stories that guide crucial business decisions. Imagine turning complex numerical data into insights that drive strategy across various departments—from collaborating with our CFO to working closely with department heads. No two days will be the same! You'll engage in budgeting and forecasting, analyze financial trends, and even contribute to special projects with senior management. We value efficiency and analytical prowess, so your skills in Excel, PowerPoint, and financial modeling will be vital as you navigate our fast-paced SaaS environment. Join our diverse team, where agility, passion, and teamwork empower you to own your career. Let’s craft the future of financial planning together at AvePoint!

Frequently Asked Questions (FAQs) for Sr. Financial Planning & Analysis Analyst Role at AvePoint
What are the primary responsibilities of the Senior Financial Planning & Analysis Analyst at AvePoint?

As a Senior FP&A Analyst at AvePoint, your primary responsibilities will include preparing monthly and quarterly financial reports, providing insights for decision-making, and collaborating with various teams including the CFO. You'll also be engaging in budgeting, forecasting, and variance analysis, ensuring that every financial figure tells a compelling story that aids in strategic planning.

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What qualifications are needed for the Senior Financial Planning & Analysis Analyst role at AvePoint?

AvePoint requires candidates for the Senior FP&A Analyst position to have 3-5 years of FP&A experience along with a Bachelor’s Degree in Finance or Accounting. Expertise in Excel for financial modeling and analysis, and familiarity with financial software such as PowerQuery or Adaptive is a plus. Previous experience in a SaaS business environment would also be beneficial.

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How does the Senior Financial Planning & Analysis Analyst contribute to AvePoint's business objectives?

In the role of Senior FP&A Analyst, you will provide financial insights and projections that align with AvePoint's business objectives. By analyzing financial trends, preparing compliance materials, and acting as a liaison between finance and other departments, you will directly support strategic planning and decision-making across the organization.

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What skills are essential for success in the Senior FP&A Analyst position at AvePoint?

Essential skills for success at AvePoint as a Senior FP&A Analyst include proficiency in Excel, strong analytical abilities to manipulate and understand large data sets, and excellent communication skills for collaborating with other teams. Additionally, multitasking and the ability to navigate complex financial scenarios are critical in this role.

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What kind of projects can a Senior Financial Planning & Analysis Analyst expect to work on at AvePoint?

A Senior FP&A Analyst at AvePoint can expect to work on a variety of projects that involve financial planning, analyzing trends, and providing actionable insights to support senior management. You may also contribute to executive presentations and Investor Relations materials, offering your expertise to guide important business strategies.

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Common Interview Questions for Sr. Financial Planning & Analysis Analyst
Can you describe your experiences with financial forecasting as a Senior FP&A Analyst?

When answering, highlight specific examples of how you have managed financial forecasting in past roles, focusing on the methodologies used and the impact your forecasts had on decision-making.

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What financial models are you familiar with, and how have you utilized them in past positions?

Discuss different financial models you've worked with, emphasizing your analytical techniques and how these models have driven business outcomes in previous experiences.

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How do you prioritize tasks in a fast-paced financial environment?

Provide examples of your multitasking skills, illustrating how you manage time-sensitive projects while ensuring accuracy in financial reporting and analysis.

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What strategies do you use to present complex financial data to non-financial stakeholders?

Share your approach to simplifying complex data, perhaps through effective visuals or storytelling, ensuring your audience understands the financial insights you provide.

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How do you ensure compliance and accuracy in financial reporting?

Discuss your attention to detail and the processes you follow to cross-check financial documents, ensuring compliance with regulations and internal policies.

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Can you give an example of a time you identified a significant financial trend and what action you took?

Use a specific example to illustrate your analytical skills, explaining how you identified the trend, communicated it to stakeholders, and took action based on your findings.

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Describe a challenging project you managed as part of a financial team.

Talk about a specific project, the challenges faced, and how your leadership and teamwork helped navigate through those complexities.

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What financial software are you proficient in, and how have you used it effectively?

Detail your experience with financial software, including any tools you've used for budgeting or forecasting, and how those tools improved your work processes.

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How do you handle unexpected changes in financial data or forecasts?

Discuss your problem-solving skills and give examples of how you've adapted to changing conditions to maintain the integrity of financial reports.

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What do you believe makes you a strong candidate for the Senior FP&A Analyst position at AvePoint?

Emphasize your background, skills, and a specific instance that showcases your fit for the role and alignment with AvePoint's mission and values.

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Our name “AvePoint” was coined by Co-Founder and Executive Chairman Kai Gong. It was during one of his daily commutes into New York City when he saw Times Square through a new lens. He realized that this place is where the avenues merge, bringing ...

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Full-time, on-site
DATE POSTED
April 2, 2025

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