Overview
This role is part of the organization’s Finance team within FP&A. The position supports best-in-class financial operations, data accuracy, forecasting, and actionable analyses for a SaaS business with $200m ARR and high profitability.
The FP&A leadership team is located on the West Coast of the United States. While the role is remote-first, applicants can be anywhere in the States.
Responsibilities
- Build and maintain strong financial operations, forecasting capabilities, and actionable analyses
- Leverage AI to automate and accelerate repetitive tasks, streamline reporting and workflows, and free time for higher-value analysis
- Embrace rigor, discipline, accuracy, consistency, and accountability across FP&A and business-wide execution
- Partner cross-functionally to understand underlying trends and metrics driving the business, and recommend how to influence direction
- Provide robust business partnering to drive efficiencies, best practices, and appropriate risk-taking across the organization
- Drive operational improvements across all three financial statements
- Learn and use a financial reporting tool (Adaptive Insights) in day-to-day workflows
- Perform ad-hoc scenario analysis to support actionable business changes
- Lead your portion of the monthly close process; investigate and resolve issues and communicate results to peers and partners
- Help develop and execute financial strategies aligned with growth objectives
Requirements
- 4+ years of financial analysis experience or a related field; steady progression is desired
- Relevant experience includes SaaS/tech, PE or VC backed, and a high-intensity environment
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Experience in a SaaS business model is strongly preferred (fit is ultimately the priority)
- Ideally experienced with go-to-market (GTM) and top-line FP&A reporting/analytics in SaaS, including forecasting and analysis of ARR, bookings, pipeline, and revenue drivers
- Excellent Excel skills (or ability to reach proficiency quickly)
- Highly analytical with strong attention to detail and a learning mindset
- Strong written and verbal communication skills; ability to explain complex financial data to non-financial stakeholders
- Comfort with working hard and being rewarded for performance
Preferred Qualifications
- Proficiency using FP&A planning tools (Adaptive Insights or similar)
- Experience using data and analytics to inform recommendations and process improvements
Skills & Tools
- Excel proficiency
- Adaptive Insights
- Netsuite
- Salesforce
- Tableau
- Snowflake
Compensation & Benefits
Compensation Range: $87,040 - $125,000
Benefits include:
- Flexible paid time off
- 14 paid company holidays, including 2 floating holidays
- Comprehensive benefits plan including medical, dental, life, vision, and disability insurance; life insurance covered up to 100% by the employer
- Unlimited infertility coverage benefits through medical plans
- Additional supplemental health benefits for you and your family
- 401(k) retirement program with a fully vested immediate company match
- 16 weeks of paid parental leave for birthing and non-birthing parents
- Health Savings Account (HSA) options and company contributions each pay period
- Flexible Spending Account (FSA) options for pre-tax employee allocations
- Annual remote work stipend for wellness or home office equipment
Location
Remote-first model; employees may work from the location that best supports their needs and collaboration in person when required (usually no more than a few times per year).
Additional note on hiring limitations: the organization has employees across the US, Canada, UK, The Philippines, and Romania, and is currently unable to hire in Quebec Province, Northern Ireland, and Hawaii.
If working from home, the role recommends:
- High-Speed Internet: stable broadband/fiber with a minimum speed of 100 Mbps in a dedicated workspace with reliable Wi‑Fi (satellite discouraged)
- Device for Multifactor Authentication (MFA/2FA) such as a smartphone or tablet