FP&A Analyst
Overview
This role is responsible for financial planning, forecasting, and strategic analysis in support of senior leadership and value-creation initiatives. The organization is seeking a high-performing FP&A Analyst with 3+ years of experience, ideally with SaaS or recurring revenue exposure, in a fast-paced, high-accountability environment.
Responsibilities
- Support monthly, quarterly, and annual reporting, including forecasting, management reporting, and lender/investor reporting.
- Develop business insights across all functions; partner with leaders to improve decision-making and performance.
- Assist with annual budgeting and continuous performance monitoring against budget.
- Build dynamic financial models to evaluate growth initiatives, investments, and cost optimization opportunities.
- Analyze key SaaS metrics including ARR, MRR, bookings, churn, retention, CAC, LTV, and gross margin.
- Support private equity reporting requirements and ad hoc performance analysis.
- Contribute to data integrity and reporting discipline.
- Enhance reporting automation and financial systems.
- Build scalable solutions to improve organizational processes.
- Support implementation and optimization of FP&A and BI tools.
- Other duties as assigned.
Requirements
- 3+ years of experience in FP&A, corporate finance, investment banking, or management consulting, or similar experience.
- Experience in SaaS or recurring revenue business models.
- Advanced financial modeling capabilities with strong Excel proficiency.
- Experience working with ERP and planning systems (e.g., NetSuite, Adaptive).
- Ability to synthesize complex data into clear executive-level insights.
- Business acumen with a value-creation mindset.
- Analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Highly detail-oriented with a commitment to quality and accuracy.
Preferred Qualifications
- Experience in a high-growth or private equity–backed environment.
- Strong understanding of SaaS unit economics and revenue drivers.
- Familiarity with BI tools (Tableau, Power BI, Looker).
- SQL or advanced data analysis skills.
Compensation & Benefits
- Compensation range: $90K - $110K
- Comprehensive benefits package effective the first of the month after hire
- Matching 401(k) retirement plan
- Flexible work arrangements and generous time off (healthy work-life balance)
- Referral incentive program
- Tuition Reimbursement Program
- Pet Insurance
- OnePass Gym/Wellness Discount Program
- Calm Health-Employee Membership
- Company social events
- Employee Resource Groups
- Philanthropic opportunities
Equal Opportunity Statement
The employer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to sex, gender, race, color, religion, national origin, age, pregnancy, disability, genetic information, or status as a protected veteran.
The base salary range is a good-faith estimate at the time of posting. Actual pay may vary based on skills, qualifications, experience, and work location, and compensation will comply with applicable state and local pay laws, including but not limited to those in California, Colorado, New York, and Washington.