Senior FP&A Analyst

Summary

Join us as our first dedicated Senior FP&A Analyst to establish core planning processes, build scalable models, and serve as a strategic partner to the executive team. This high-impact individual contributor role offers executive visibility and is perfect for someone who thrives in building from the ground up and is ready to own financial planning at a company entering its next phase of growth. You will manage functions and processes, with the opportunity to build a team as we grow. The position is remote, based in the U.S., with optional quarterly travel. A competitive salary is offered, commensurate with experience, ranging from $125,000 to $160,000 annually for senior-level candidates. Preference is given to candidates located in the eastern United States. Candidates must be authorized to work and reside in the United States.

Requirements

• 5-8 years of experience in FP&A, investment banking, or corporate finance
• Self-starter with experience owning FP&A processes independently
• Strong in both high-level strategy and deep in-the-weeds execution — you’ll build the model and present it to the CFO
• Experience building and scaling FP&A from early-stage or growth-stage SaaS companies
• Proven ability to influence cross-functional partners without direct authority
• Proven track record building FP&A models and processes in SaaS or recurring revenue businesses
• Deep understanding of SaaS metrics and benchmarks
• Strong Excel skills; experience with financial tools and ERP systems (Mosaic (or similar), NetSuite, Salesforce)
• Excellent communication and business partnering skills

Responsibilities

• Design, build and implement company-wide budgeting, forecasting, and long-range planning processes
• Build core financial models and SaaS metrics tracking tools (ARR, CAC, LTV, churn, etc.)
• Establish internal financial policies and controls related to planning and analysis
• Lead the annual budget process by partnering with department heads
• Create and maintain rolling forecasts and scenario models for executive decision-making
• Analyze financial results and key metrics to provide actionable insights
• Own monthly budget vs. actuals and variance reporting across departments
• Maintain SaaS-specific models (e.g. bookings, revenue waterfall, CAC, LTV, churn)
• Partner with cross-functional leaders, specifically Sales and Marketing, to align financial insights with operational goals
• Deliver clear, concise materials for executive leadership and board meetings
• Develop board-level reporting materials in collaboration with the CFO
• Prepare, as requested, board-ready financial decks and materials
• Provide, as requested, ad hoc financial modeling and analysis for strategic initiatives (e.g., pricing changes, M&A diligence, capital raises)
• Act as a trusted partner to the CFO and finance leadership
• Optimize FP&A systems and workflows (including Mosaic, NetSuite, Salesforce, and Rippling)
• Assist in identification and selection of BI tools to support unified reporting
• Automate manual processes to improve accuracy and speed of reporting

Preferred Qualifications

Experience in a high-growth, VC/PE-backed company

Benefits

• Health/Dental/Vision/life insurance: 100% covered for both the employee and their family
• Flexible time off policy
• 13 paid holidays annually
• 401(k) with up to 4% company match
• Stock Options & quarterly bonuses
• Remote work: $1,500 new hire allowance to set up home office
• $500 annual home office allowance after first year
• $150 monthly cell phone and internet reimbursement
• $5,000 annual professional development allowance
• $5,250 towards continuing education or student loan repayment
• $1,200 annual budget for lifestyle, wellness, pet insurance and more
• A one-time $10,000 benefit towards family planning
• In person and virtual employee events throughout the year
• And of course, company swag!