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.

See also

要針對這個職缺調整履歷嗎?

目前無法檢查您與這個職缺的符合程度;請先將履歷加入個人檔案,下次即可查看。

A new version of freehire is available