Forrester Research

Senior Financial Analyst



The Senior Financial Analyst helps business leaders understand the major trends influencing Forrester’s financial results. The Senior Financial Analyst leads or contributes meaningfully to the following key FP&A processes for their assigned business units:

Partnership with business leaders and maintenance of a productive relationship that ensures visibility and understanding of key financial and business drivers and facilitates fluid, effective decision-making.
Maintenance of long-range forecast and drive completion of annual budget for bookings, revenue, and expenses.
Accounting close and quality control review of financial results, including analysis of bookings (sales), revenue, and expenses as appropriate.
Monthly management financial review, including slide deck preparation and presentation of variance analysis and commentary of results compared with plan and prior year to business unit and finance leadership.
Monthly roll of forecast update in collaboration with business unit leaders, including analysis and commentary on risks, opportunities, and actionable course correction recommendations.
Weekly resource planning process that optimize available people and non-people resources.
Administration of FP&A planning system and processes related to monthly close and management reporting.
Evolution of financial models and processes for continuous efficiency and quality improvement.
Special projects such as strategic planning, business case preparation, external benchmarking, M&A support, etc.


  • A bachelor’s degree in business; an MBA or a postgraduate degree is a plus.
  • A minimum of five years’ experience; success in public midsize services businesses and/or subscription revenue models is desirable.
  • A solid understanding of database structure (CRM, data warehouse, ERP, etc.); proficiency with cloud-based planning platforms and Anaplan modeling is preferred.
  • Advanced knowledge of Excel (analyzing large data sets, financial modeling, etc.).
  • A polished professional with excellent presentation and prioritization skills.
  • An effective team player with deep sense of independent thinking, urgency, and commitment to quality within a fast-paced environment.

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60 Acorn Park Dr.
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