FP&A Lead

Summary

Join Urbint, a company using AI to enhance safety in infrastructure and worker safety, as their FP&A Lead. Reporting to the VP of Finance & Operations, you will be a key partner to senior leadership, providing financial analysis, forecasting, and data-driven recommendations. This highly visible role demands strong analytical and strategic thinking skills, along with excellent communication to influence stakeholders. You will own budgeting, forecasting, and long-range planning, develop financial models, and conduct variance analyses. Furthermore, you will partner with business units, the accounting team, and support investor relations. The position requires a Bachelor's degree in a related field, 7+ years of relevant experience, and advanced financial modeling skills. Compensation includes a competitive salary, equity, and a comprehensive benefits package.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 7+ years of progressive experience in FP&A, finance industries, or a high-growth SaaS environment
• Strong understanding of SaaS metrics (ARR, payback, Rule of 40 etc) and key performance indicators
• Advanced financial modeling and forecasting skills in Excel
• Intermediate understanding of the OLAP cube, table relationships, and ETL processes (we use PowerQuery)
• Experience using PowerBI for dashboarding and basic knowledge of DAX

Responsibilities

• Own the company’s budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic initiatives and growth objectives
• Develop and maintain complex financial models to support scenario planning, product initiatives, pricing strategies, and capital allocation decisions
• Conduct in-depth variance analyses (actuals vs. forecast) to provide actionable insights and recommendations to executive leadership
• Develop and own relationships with our business unit owners and make available product level P&Ls, forecasts, KPIs and financial targets
• Partner with the accounting team and assist with better reporting, month-end close, internal controls and compliance
• Assist in the preparation of executive-level presentations, board materials, and monthly business review decks with clear narratives and actionable insights
• Serve as a trusted financial advisor across the organization, guiding cross-functional teams through data-informed decisions that drive efficiency and profitability
• Support investor relations activities as needed, including fundraising efforts, investor reporting, and scenario analyses for potential M&A activities
• Enhance and automate FP&A tools, dashboards, and reporting processes to improve speed, accuracy, and decision-making capabilities
• Identify and implement best practices in financial reporting, analytics, and performance management to support ongoing scale and complexity

Preferred Qualifications

• CPA / CA / MBA / CFA
• Prior experience working at a venture backed B2B SaaS company

Benefits

• Competitive compensation package
• Generous Paid Time off, Paid Company Holidays including Mental Health Days
• Premium Medical Insurance including eligible dependants
• Life Insurance, Short Term Disability Insurance, Long Term Disability Insurance