Sr Financial Analyst at Forrester Research

Posted in General Business 12 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Cambridge, Massachusetts

Job Description:


Our job is to be bold at work.

It starts with an insatiable curiosity about clients, colleagues, and the future. At Forrester, we believe curiosity powers progress. Forresterites brings a diversity of opinions and the courage of their convictions to collaborate on the ideas and initiatives that change the course of business. As a trusted advisor to the most influential companies in the world, we live at the nexus of what's next.

About This Role:

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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FLSA Status:


Forrester Research, Inc. is an Equal Opportunity/Affirmative Action Employer that is committed to equal employment opportunity for all qualified individuals without regard to race, color, religion, national origin, ancestry, sex, age, disability, sexual orientation, gender identity and expression, marital status, genetic information, military service, veteran status, or any other status protected by applicable law. Minorities, Women, Individuals with Disabilities, and Veterans are especially encouraged to apply.