Senior Financial Planning Analyst
Summary
Senior FP&A analyst leading budgeting, forecasting, financial modeling, and management reporting for a fuel payments, fleet management, and energy services tech company, while also acting as budget controller to govern company spending against approved plans.
About PetroApp
PetroApp is a technology company providing digital solutions across fuel payments, fleet management, and energy services. As the business continues to scale, we are looking for a strong finance professional to strengthen our financial planning, budgeting, and financial control capabilities.
Role overview
We are looking for a Senior FP&A to lead financial planning and analysis while also taking a key role in controlling and governing the company's financial spending.
This role combines two critical responsibilities:
Financial planning & analysis: owning the budgeting, forecasting, financial planning, target setting, and management reporting processes.
Budget controller: ensuring that company spending is aligned with approved budgets, business plans, and financial targets before funds are committed or spent.
Key responsibilities
- Lead budgeting, forecasting, financial planning, and financial modeling aligned with company strategy and revenue targets.
- Monitor financial performance, including revenue, costs, profitability, cash flow, KPIs, and budget vs. actuals, and provide actionable insights.
- Act as the primary budget controller, reviewing spending requests and ensuring all expenditures are within approved budgets and properly justified.
- Monitor budget utilization and financial commitments, identify variances or potential overruns, and escalate exceptions when required.
- Prepare accurate management reports, dashboards, and financial analysis to support senior management decision-making.
- Evaluate the financial impact of new initiatives, investments, and business plans, and provide recommendations on resource allocation.
- Partner with Finance, Accounting, Operations, Commercial, HR, Product, and Technology teams to ensure financial and operational plans are aligned.
- Maintain strong financial governance and promote budget ownership and accountability across the organization.
Requirements
- Bachelor’s degree in finance, accounting, economics, business administration, or a related field.
- 5+ years of relevant experience in FP&A, financial control, management accounting, or a combination of these areas.
- Strong experience in FP&A and budgeting, with demonstrated ownership of financial planning processes.
- Experience in a SaaS, technology, or high-growth business environment is strongly preferred.
- Strong business acumen and understanding of the relationship between revenue, costs, profitability, and cash flow.
- Ability to challenge business decisions constructively from a financial perspective.
- Strong communication and presentation skills, particularly when presenting financial information to senior management.
- High level of ownership, attention to detail, and financial integrity.
- Ability to work independently and operate effectively in a fast-paced, changing environment.
Preferred qualifications
- CMA certification is preferred.
- Knowledge or practical experience with AI-powered financial analysis, forecasting, automation, or reporting tools.
- Experience with financial planning and reporting systems / ERP platforms.
Benefits
- Competitive salary and benefits package.
- Career growth and development opportunities.
- A collaborative and inclusive work environment.