Senior Financial Analyst - FP&A

Summary

Join Workleap as a Senior Financial Analyst, FP&A and play a key role in budgeting, forecasting, and analyzing financial metrics that drive company performance. You will collaborate with cross-functional teams to provide actionable insights for sustainable growth and operational efficiency. Responsibilities include building and maintaining financial reports, supporting budget development, performing variance analysis, serving as a business partner to stakeholders, and assisting in board presentations. The ideal candidate possesses 5+ years of FP&A experience, advanced Excel skills, and a strong understanding of SaaS metrics. The FP&A team is evolving into a strategic powerhouse, and this role offers the opportunity to shape the future of the function. Workleap fosters a collaborative and inclusive work environment.

Requirements

• 5+ years of experience in FP&A, ideally in a SaaS or tech environment
• Advanced Excel and financial modeling skills
• Strong understanding of SaaS business models and key financial metrics
• Excellent communication and presentation skills; ability to translate complex data into strategic insights
• Highly analytical, detail-oriented, and able to manage multiple priorities in a fast-paced environment

Responsibilities

• Build, maintain, and continuously improve key financial reports and SaaS metrics (e.g., ARR, churn, CAC, NRR), ensuring accuracy, consistency, and timely delivery to stakeholders
• Support the development of the annual budget and rolling forecasts. Maintain and enhance the company’s financial model to inform strategic decisions and track performance against goals
• Perform detailed monthly variance analysis against budget and forecasts. Collaborate with department leaders to understand key drivers and recommend actionable insights to improve financial outcomes
• Serve as a key business partner working directly with stakeholders to provide financial analysis and support in regards to strategic planning, scenario modeling and development of business cases
• Assist in the preparation of board meeting presentations materials by ensuring accurate financial data, drawing connections between metrics, and helping tell the overall story of business performance
• Support strategic initiatives with financial analysis and modeling. Lead or contribute to special projects and provide ad-hoc financial insights to senior leadership as needed

Preferred Qualifications

• Experience with financial planning tools (e.g., Adaptive, Anaplan, Planful)
• Professional accounting designation CPA, CFA, CBV or an MBA

Benefits

#LI-Remote