Senior Financial and Planning Analyst - Marketing

Overview Senior Financial Planning and Analysis Analyst 📍 Location: Remote, Colombia 🏢 Work Model: Remote About the Role The Senior FP&A Analyst serves as the primary finance business partner to the Marketing organization and owns the financial rhythm of business. This role partners directly with senior marketing leaders to drive strategic planning, operating forecasts, investment decisions, and performance insights for a SaaS software business. The position combines financial leadership, operational rigor, and analytical modeling to support pipeline generation, marketing efficiency, and operating expense management. Your Role Responsibilities — Here's What You'll Do Own the marketing financial rhythm of business, including annual planning, quarterly forecasts, monthly close reviews, and executive reporting Partner with VPs and senior marketing leaders to evaluate investments and resource allocation decisions Develop forecasting models for pipeline creation, conversion rates, customer acquisition cost (CAC), payback periods, and marketing sourced revenue Lead annual budget and headcount planning processes for global marketing teams. Provide monthly variance analysis identifying key drivers of spend, productivity, and business performance Create scenario analyses for demand generation strategies, market expansion, digital marketing programs, events and partner initiatives Establish KPI dashboards and performance metrics that improve accountability and decision making Deliver executive-ready insights and recommendations to finance and marketing leadership Drive process improvements, automation, and data integrity across financial and operational datasets Role Essentials 5+ years of progressive FP&A, corporate finance, or strategic finance experience Advanced financial modeling experience covering both topline demand generation metrics and operating expenses Experience partnering with executive-level stakeholders and influencing decisions through financial analysis Demonstrated ownership of planning, forecasting, and business review processes Experience supporting Marketing, Revenue, GTM, Demand Generation, or Commercial organizations, preferred Experience within SaaS, cloud software, enterprise software, subscription businesses, or technology companies, preferred What We'd Like to See Excellent interpersonal skills with the ability to maintain solid rapport with team members and professionalism with those outside of the department Translate complex financial and operational data into actionable business recommendations Influence decisions through clear communication, executive presentations, and data-driven insights Demonstrate strong project management, organization, and accountability across multiple priorities Tools Advanced Excel modeling, financial forecasting, and scenario analysis Proficiency with Power BI, Tableau, or other business intelligence solutions Ability to leverage SQL, large datasets, and automation tools to improve planning accuracy and reporting efficiency About Hyland Hyland is the pioneer of the Content Innovation Cloud™, delivering ubiquitous enterprise intelligence to organizations with solutions that unlock actionable insights and drive automation. Trusted by thousands of organizations worldwide, including many of the Fortune 100, Hyland's solutions create the foundation for a connected, agentic enterprise, where teams harness the power of AI to redefine how they operate and engage with those they serve. For additional information on Hyland's platform and services, please visit Hyland.com. © Hyland. All rights reserved. #HylandLife Since 1991, it has been Hyland's mission to help our employees, customers and partners exceed their potential with our industry-leading content services platform. Our employees exude a contagious energy and are passionate about what they do – whether it's helping customers succeed, raising up their fellow Hylanders, or engaging in the communities where they live and work. The #HylandLife hashtag encompasses our employee-centric culture. Our employees live our culture day in and day out by bringing their best self to work. Hyland supports them to do just that through career development resources, wellbeing programs and innovation practices. We thrive on diverse viewpoints and new ideas and believe that a positive, inclusive workplace is imperative to sustainable success. As we've grown to a company of nearly 4,000 strong, we have the opportunity to make a significant impact on our communities. We strongly support employee initiatives and align our giving campaigns and programs to organizations that are important to them. Equal Opportunity Statement Hyland is an equal opportunity employer. We value diversity and are committed to providing an inclusive workplace for all employees and applicants. Employment decisions are made without regard to any characteristic protected by applicable laws and regulations. Information collected during the hiring process is used solely to assess qualifications, verify identity, and comply with legal requirements.