Senior Analyst, Financial Planning & Analysis (FP&A)

Role Summary

Turn numbers into insights that drive growth!

What if your financial expertise could directly influence the decisions shaping Coveo’s revenue growth? As a Finance Business Partner supporting our Sales and Customer Experience teams, you’ll play an active role in the strategic decisions that fuel our success.

Working alongside experienced leaders, you’ll go far beyond reporting. You’ll become a trusted advisor who challenges assumptions, uncovers opportunities, and transforms data into actionable insights. You’ll report directly to the Vice President, Financial Planning & Analysis.

As our Finance Business Partner for our Sales & Customer Experience teams, you will:

• Act as the primary finance partner for Sales and Customer Experience leaders, owning budgeting, workforce planning, and headcount management.
• Develop a deep understanding of operational metrics such as sales cycles, conversion rates, customer churn, net revenue retention, customer acquisition cost, and sales productivity.
• Transform complex data into actionable recommendations that support both day-to-day and strategic decision-making.
• Prepare and present clear financial analyses during performance reviews, budgeting cycles, forecasting exercises, and resource allocation discussions.
• Partner closely with business leaders, Human Resources Business Partners, and the Financial Planning & Analysis team to ensure alignment and governance across plans.
• Collaborate with the Business Intelligence team to continuously improve reporting and visualization tools, including Sigma, Snowflake, and Adaptive Planning.

Here is what will qualify you for the role

• 5+ years of experience in financial planning and analysis, corporate finance, or within a technology Software-as-a-Service (SaaS) environment.
• Proven business partnering experience and the ability to influence senior leaders without direct authority.
• Advanced proficiency with Microsoft Excel, Google Sheets, Sigma, and Power BI, combined with a strong understanding of the financial impact of cross-functional decisions.
• Strong knowledge of key performance indicators such as annual recurring revenue (ARR), net expansion revenue (NER), customer churn, customer acquisition cost (CAC), customer lifetime value, quota attainment, and sales pipeline coverage.

Requirements

What will make you stand out

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; Chartered Professional Accountant (CPA) or Chartered Financial Analyst (CFA) designation is considered an asset.
• Experience in the technology industry, ideally within a Software-as-a-Service (SaaS) or Platform-as-a-Service (PaaS) environment.
• Experience with Adaptive Planning or a comparable planning and budgeting platform.
• Ability to thrive in a fast-paced, constantly evolving environment where priorities shift quickly.
• Do you think you can bring this role to life? Send us your application, we want to hear from you!
• Join the Coveolife!
• We encourage all qualified candidates to apply regardless of, for example, age, gender, disability, gaps in CV, national or ethnic background.
• This job description was written by humans, assisted by AI. We may leverage technology in our hiring process to help us see the person behind the resume.
• Coveo is committed to providing accessible employment practices. If you require accommodation due to a disability at any point during the recruitment process, please contact HR@Coveo.com to discuss your needs.