Senior FP&A Analyst

About CData Software, Inc.

CData is the data layer between AI and ROI—delivering the connectivity, context, and control that make enterprise AI more accurate. One platform for live access and data replication across 350+ sources, semantic intelligence that ensures context-aware responses, and built-in governance for every AI-to-data interaction. Powering AI and analytics workloads for Anthropic, Databricks, Microsoft, Google, Palantir, and more than 10,000 customers worldwide.

Behind that impact is a global team of passionate problem-solvers, engineers, and innovators who are redefining what’s possible in data connectivity.

Headquartered in Chapel Hill, North Carolina, CData has over 500 team members, with offices in North America, Europe, and Asia. We take pride not just in what we build, but in how we build it: together, with curiosity, creativity, and a shared drive to push boundaries.

Senior FP&A Analyst

Job Summary

The Sr. FP&A Analyst will play a critical role in driving financial visibility, rigorous analysis, and data-driven decision-making across the business. This is a high-impact opportunity for a strategic and commercially-minded finance professional to take meaningful ownership of core FP&A processes, partner deeply with cross-functional leaders, and help shape the financial direction of a fast-growing, PE-backed SaaS company. The Sr. FP&A Analyst will work closely with the leader of the FP&A function, taking an analytical and forward-looking view of the business to identify trends, surface risks and opportunities, and drive operational and financial performance throughout the organization. The ideal candidate is curious, self-motivated, detail-oriented, and strategically minded, with strong organizational and communication skills and the ability to translate complex financial data into clear, executive-ready insights.

Location(s): North Carolina Research Triangle or East Coast (preferred)

Eligibility: Applicants must be US-based and legally authorized to work in the United States without the need for employer sponsorship, now or in the future.

Key Duties & Responsibilities:

Responsibilities include but are not limited to:

• Be a key driver in the preparation of financial presentations for the company’s executive leadership team and board of directors, including monthly business reviews, quarterly board packages, and ad hoc strategic reporting
• Partner closely with the Finance and Accounting team to assess actuals versus budget and forecast targets; take a lead role in variance analysis, synthesizing key drivers of performance, and incorporating findings into updated financial forecasts and management commentary
• Build, maintain, and continuously improve analytical models that utilize both financial and operational data (including SaaS metrics such as ARR, NRR, churn, and LTV) to forecast operating results and support strategic planning
• Lead company, product, and project profitability analysis, including margin analysis by product line and customer segment
• Proactively identify financial and operational trends, surface risks and opportunities, and provide forward-looking insights to support business decision-making in a rapidly evolving environment
• Serve as a key finance business partner to cross-functional teams (Sales, Marketing, Product, Engineering, and Customer Success), driving shared understanding of financial performance and supporting department-level planning and analysis
• Drive the development and implementation of process improvements, including automation of recurring reporting and enhancements to planning tools and workflows
• Lead or support strategic initiatives including M&A due diligence, benchmarking, and competitive and market analysis
• Leverage AI tools and technologies (including large language models, AI-assisted analytics, and automation platforms) to enhance the speed, depth, and quality of financial analysis; contribute to the development of AI-powered FP&A workflows, reporting automation, and scalable processes that improve productivity across the finance team
• Administer the sales commission process, including calculation, reconciliation, and timely payment of commissions in partnership with Sales leadership and HR; ensure accuracy and maintain clear documentation of commission plans and payout history

Qualifications

Must Hav