Financial Planning & Analysis Analyst | Fully Remote US

Overview

This role is an Operational FP&A Analyst position focused on partnering with business leaders to manage budgets, forecast expenses, and analyze commercial SaaS performance. The work requires foundational accounting literacy and advanced financial modeling in Excel. It is not a business intelligence (BI), data analytics, or SQL engineering role.

Responsibilities

• Own P&L expense variance analysis (Budget vs. Actuals) for assigned operating departments on a monthly and quarterly basis.
• Partner with Accounting during monthly close to review accruals, verify general ledger coding, and ensure forecast integrity.
• Lead monthly budget reviews with department leaders—explain the operational “why” behind variances and update rolling forecasts.
• Build, maintain, and forecast headcount and fully burdened personnel costs, including salary, bonus, taxes, and benefits.
• Partner with HR and hiring managers to track open requisitions against the approved annual operating budget.
• Run weekly reconciliations between HRIS data and the general ledger to maintain 100% headcount cost accuracy.
• Track and analyze SaaS financial metrics including ARR, Net Retention Rate, CAC, Payback Period, and Gross Margin.
• Provide executive commentary translating financial performance and unit economics into clear insights for monthly C-Suite and Board reporting.
• Partner with Go-to-Market leaders to model financial impact of hiring, quota capacity, and operational spend.
• Support maintenance and modeling logic within the corporate planning environment (Workday Adaptive Planning).
• Refine complex Excel models to eliminate manual inputs and improve forecast accuracy.
• Execute ad-hoc financial and scenario analysis to support strategic initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field (MBA a plus).
• 1–3 years of progressive experience in FP&A or Accounting (SaaS experience strongly preferred).
• Strong understanding of the expense side of the P&L and other financial statements.
• Advanced Excel and modeling skills, including building and improving multi-tab, driver-based models.
• Experience with Adaptive Insights or similar FP&A tools is a plus.

Preferred Qualifications

• Proactive problem-solver who can operate without a playbook.
• Exceptionally organized and detail-oriented.
• Strong communicator comfortable engaging VP- and C-level stakeholders.
• Flexible and able to adjust quickly as priorities shift.
• Interest in learning how SaaS metrics drive growth.

Compensation & Benefits

• Medical, dental and vision insurance
• 401(k) with employer match up to 4%
• Unlimited Paid Time Off

Location

• Work-from-home role.
• Must be able to work from home in an environment free from distractions and attend virtual video meetings.
• This role is not currently hiring in: AK, IA, ME, MS, NM or WV.
• Remote-US

Additional Information

The organization has implemented a BYOD (Bring Your Own Device) policy. Personal apps and data are kept separate from work apps and data through Google User Enrollment; the employer manages only work-related aspects of the device to help ensure privacy for personal data.

Equal opportunity employer committed to recruitment, selection, and employment without regard to legally protected categories.