SugarCRM
Join to apply for the
Financial Planning Analyst
role at
SugarCRM
This range is provided by SugarCRM. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $80,000.00/yr - $130,000.00/yr
About SugarCRM
From the very beginning, SugarCRM had a unique vision: to offer a different kind of customer relationship management (CRM) software. We pioneered a solution that easily adapts to customer needs, and now, more than two decades later, we’re on a mission to help sales teams reach their highest potential.
Our diverse team around the world shares a passion for helping customers succeed. Together, we’re building a culture that values personal and professional growth—and we’re proud to be recognized as a Great Place to Work.
If you're looking to level up your career and help businesses grow better and faster, you’re in the right place. Learn more about SugarCRM careers and how you can be part of our journey.
Where You Fit In Focusing on operating expenses and headcount, you will partner closely with functional leaders to support budgeting, forecasting, and headcount planning. You will own the modeling and analysis of operating expenses, and produce actionable insights to help teams manage their resources effectively. The finance team fosters a culture of accountability, curiosity, and continuous improvement within the finance team. Reporting to the VP of FP&A and engaging directly with senior leadership, this role is ideal for someone with FP&A experience, strong attention to detail, and a collaborative mindset. You’ll work within a fast-paced, Private Equity–backed SaaS environment, requiring strong financial acumen.
This role operates on a hybrid model, with a mix of remote work and in-office collaboration at our Denver, CO location, specifically working in-office a minimum of 3 days per week.
Impact You Will Make in the Role
Strategic Business Partner
Act as a trusted finance partner to business leaders, helping them understand financial implications of decisions and drive accountability to financial targets.
Defining, monitoring and reporting on key metrics and benchmarks.
Drive automation, improvements, and standardization to deliverables.
Adhoc queries and projects to support business leaders as required to support decision-making.
Budgeting and Forecasting
Lead operating expenses and headcount forecasting and variance analysis across departments.
Support the quarterly forecasting, annual budgeting, 13‑week rolling cash forecast and long‑term planning processes.
Partner with HR and senior leaders to validate hiring plans, workforce changes, and budget alignment.
Provide updates and insights into strategic changes and their financial impact.
Variance Analysis and Reporting
Track and analyze variances to forecasting, highlighting key trends and risks.
Deliver monthly insights into expense performance vs. forecast.
Support the preparation of monthly, quarterly and annual financial reports for senior management.
What You Will Bring
4+ years of experience in FP&A.
Experience in forecasting and FP&A reporting.
Strong analytical and problem‑solving skills, with the ability to provide actionable insights from complex data.
Ability to thrive in a fast‑paced, dynamic, and results‑oriented environment.
Exceptional attention to detail and passion for accurate, high‑quality work.
A high sense of urgency, ability to multi‑task and work under pressured timelines.
Experience with financial systems and BI tools. Adaptive Insights experience is a plus.
Bachelor’s degree in Finance, Economics, Accounting, or a related field.
We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for. We also know that diversity of background and thought makes for better problem solving and more creative thinking, which is why we're dedicated to adding new perspectives to the team.
If you require a reasonable accommodation to search for a job opening or submit an application, please call +1 (877) 842-7276 with your request and contact information.
Our company uses E‑Verify to confirm the employment eligibility of all newly hired employees. To learn more about E‑Verify, including your rights and responsibilities, please visit www.dhs.gov/E‑Verify.
#LI-Hybrid
Seniority level Associate
Employment type Full‑time
Job function Finance, Analyst, and Accounting/Auditing
#J-18808-Ljbffr
Financial Planning Analyst
role at
SugarCRM
This range is provided by SugarCRM. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $80,000.00/yr - $130,000.00/yr
About SugarCRM
From the very beginning, SugarCRM had a unique vision: to offer a different kind of customer relationship management (CRM) software. We pioneered a solution that easily adapts to customer needs, and now, more than two decades later, we’re on a mission to help sales teams reach their highest potential.
Our diverse team around the world shares a passion for helping customers succeed. Together, we’re building a culture that values personal and professional growth—and we’re proud to be recognized as a Great Place to Work.
If you're looking to level up your career and help businesses grow better and faster, you’re in the right place. Learn more about SugarCRM careers and how you can be part of our journey.
Where You Fit In Focusing on operating expenses and headcount, you will partner closely with functional leaders to support budgeting, forecasting, and headcount planning. You will own the modeling and analysis of operating expenses, and produce actionable insights to help teams manage their resources effectively. The finance team fosters a culture of accountability, curiosity, and continuous improvement within the finance team. Reporting to the VP of FP&A and engaging directly with senior leadership, this role is ideal for someone with FP&A experience, strong attention to detail, and a collaborative mindset. You’ll work within a fast-paced, Private Equity–backed SaaS environment, requiring strong financial acumen.
This role operates on a hybrid model, with a mix of remote work and in-office collaboration at our Denver, CO location, specifically working in-office a minimum of 3 days per week.
Impact You Will Make in the Role
Strategic Business Partner
Act as a trusted finance partner to business leaders, helping them understand financial implications of decisions and drive accountability to financial targets.
Defining, monitoring and reporting on key metrics and benchmarks.
Drive automation, improvements, and standardization to deliverables.
Adhoc queries and projects to support business leaders as required to support decision-making.
Budgeting and Forecasting
Lead operating expenses and headcount forecasting and variance analysis across departments.
Support the quarterly forecasting, annual budgeting, 13‑week rolling cash forecast and long‑term planning processes.
Partner with HR and senior leaders to validate hiring plans, workforce changes, and budget alignment.
Provide updates and insights into strategic changes and their financial impact.
Variance Analysis and Reporting
Track and analyze variances to forecasting, highlighting key trends and risks.
Deliver monthly insights into expense performance vs. forecast.
Support the preparation of monthly, quarterly and annual financial reports for senior management.
What You Will Bring
4+ years of experience in FP&A.
Experience in forecasting and FP&A reporting.
Strong analytical and problem‑solving skills, with the ability to provide actionable insights from complex data.
Ability to thrive in a fast‑paced, dynamic, and results‑oriented environment.
Exceptional attention to detail and passion for accurate, high‑quality work.
A high sense of urgency, ability to multi‑task and work under pressured timelines.
Experience with financial systems and BI tools. Adaptive Insights experience is a plus.
Bachelor’s degree in Finance, Economics, Accounting, or a related field.
We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for. We also know that diversity of background and thought makes for better problem solving and more creative thinking, which is why we're dedicated to adding new perspectives to the team.
If you require a reasonable accommodation to search for a job opening or submit an application, please call +1 (877) 842-7276 with your request and contact information.
Our company uses E‑Verify to confirm the employment eligibility of all newly hired employees. To learn more about E‑Verify, including your rights and responsibilities, please visit www.dhs.gov/E‑Verify.
#LI-Hybrid
Seniority level Associate
Employment type Full‑time
Job function Finance, Analyst, and Accounting/Auditing
#J-18808-Ljbffr