Financial Planning and Analysis
The FP&A team partners with executive team members across the company to provide timely, fact-based, data-driven decision support to help drive critical decisions. The team drives annual planning, owns the operating plan and long-term financial model, internal financial reporting, and financial and analytical tools to make GitLab predictable.
Responsibilities
- Financial Acumen: Have a solid understanding of financial statements and accounting principles.
- Financial Modeling: Ability to understand or build bottom up financial models to plan, measure and forecast the business. Models are accurate and conforms to best practices (formatting, flexibility, layout, etc.)
- Business Partnership: Engage with stakeholders regarding business strategy, go to market, functional and company strategy, spending initiatives, ad hoc financial analysis and monthly, quarterly and annual planning. Collaborate with accounting/data/IT teams on process improvement projects.
- Planning and Financial Analysis: Participate in annual planning, long-term planning, rolling forecast and variance process, make recommendations to improve the process. Explore investment options and present risk and opportunities.
- Data Analysis: Summarize key data driven actionable insights to members of the executive team to drive better outcomes, an increase in revenue or decrease in cost. Participate in monthly key reviews for your functional area.
- Financial Process Improvement: Execute improvements to processes within your own workflow. Document in the company handbook.
- Communication: Prepare and review visualizations of financial data to promote internal and external understanding of the company’s financial results. Clearly articulate insights.
- Share our values, and work in accordance with those values.
Requirements
- BS degree in Finance, Accounting or Economics or relevant degree. MBA or relevant certification (e.g. CFA/CPA) is a plus.
- Financial Modeling: Be able to understand and update financial models that follow industry best practices. Expertise in Google sheets (we do not use excel for modeling purposes).
- Business Partnership: Consistent track record of using quantitative analysis to impact key business decisions.
- Data Analysis: A passion for understanding business questions and making data driven insights. Excellent analytical skills. SQL experience preferred.
- Communication: Ability to present financial data concisely using detailed reports and charts and through written and oral communication.
- Systems: Hands-on experience with financial and visualization software. Netsuite, Sisense and Adaptive Planning a plus.
- Ability to use GitLab.
Levels
FP&A Analyst (Intermediate)
The FP&A Analyst reports to the Manager, FP&A.
