Finance Associate

The role

This role supports Finance Business Partners and functional leaders through planning, forecasting, performance reporting, and financial analysis. The person will deliver actionable insights to support strategic and operational decisions.

What you will do

• Serve as a finance partner to FP&A Partners and leadership teams.
• Lead budgeting, forecasting, long-range and investment planning, and monthly performance reporting.
• Analyze headcount, hiring, attrition, compensation, and workforce trends.
• Prepare executive-level presentations and business reviews.
• Build and maintain models for revenue, expenses, headcount, business scenarios, and sensitivity analysis.
• Perform structured and ad hoc analyses to identify trends and explain variances.
• Translate financial and operational data into narratives and visual outputs.
• Drive continuous improvement in processes using technology, automation, and AI.
• Explore and apply AI, automation, and analytics to improve accuracy and efficiency.

Required qualifications

• Chartered Accountant (CA)
• MBA in Finance from a top-tier institution
• 4-7 years of progressive experience in FP&A (Business Finance, Corporate Finance, or a related analytical finance role)
• Experience supporting budgeting, forecasting, consolidation, variance analysis, management reporting, and financial modelling
• Experience working with senior stakeholders and cross-functional teams in a deadline-driven environment
• Strong grounding in accounting fundamentals, financial modelling, forecasting, and scenario planning
• Expertise Excel (modeling, pivots, lookups, arrays)
• Working Knowledge in tools: Snowflake, Alteryx & Power BI
• Experience with Adaptive Planning or similar Planning & Budgeting tools
• Reasonable understanding of SaaS metrics, financial KPIs, and technology-driven business models
• Excellent communication and stakeholder engagement skills

Nice to have

• Ideally in software or payments industry
• Experience with headcount, compensation, or workforce-related financial planning is preferred
• Highly dynamic individual comfortable with rapid changes and evolving priorities
• Questions the data, understands the why, and seeks to improve
• Commercially minded and able to connect workforce decisions to financial outcomes
• Detail-oriented and committed to delivering accurate, high-stakes work under tight deadlines
• Demonstrates strong analytical and problem-solving mindset
• Known for delivering accurate, high-stake work under tight deadlines with limited supervision
• Enthusiastic about learning and applying AI, automation, and emerging analytical tools to FP&A
• Enjoys working with sophisticated financial tools and data analytics platforms

Benefits

• Competitive compensation
• Career growth opportunities

About the company

Bottomline is a global leader in business payments and cash management with over 35 years of experience. It is a portfolio company of Thoma Bravo.