Financial Analyst
RamSoft
Job Summary
We are looking for a CA-qualified Financial Analyst with 2+ years of FP&A experience and strong systems/data capabilities. The role involves supporting financial planning, reporting, automation, and system-based workflows across Adaptive Planning, Salesforce, Xero, Excel, and PowerBI.
Job Responsibilities
- Assist in preparing monthly management reporting packs, P&L/BS/CF analysis, and variance insights.
- Work extensively with Adaptive Planning for data loads, validations, model updates, and integrations.
- Reconcile and analyze data from Salesforce, Xero, Excel, Power BI, and other sources.
- Support ARR and revenue reporting, pricing updates, and forecasting activities.
- Maintain recurring financial schedules (software, marketing, rent, utilities, etc.).
- Improve templates, automate recurring tasks, and enhance system-to-system data accuracy.
- Maintain high data hygiene, documentation, and SOPs.
Experience & Qualification
- CA-qualified (mandatory).
- 2+ years of FP&A experience (SaaS or multi-entity exposure preferred).
- Strong Excel skills; experience with Power Query or automation tools preferred.
- Familiarity with Adaptive Planning, Salesforce, Xero, and Power BI is a strong advantage.
- Solid understanding of FP&A concepts, ARR, SaaS metrics, and financial statements.
Strong analytical mindset, accuracy, and ability to work with large datasets.
RamSoft offers a casual work environment, flexible work hours, and a competitive compensation and benefits package. RamSoft Inc. is an equal opportunity employer and committed to fostering an accessible and inclusive environment for employees and customers. If you require any accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let our HR department know and we will work with you to meet your needs.