Overview
The organization is seeking a highly analytical, results-driven Senior FP&A Analyst to join Corporate FP&A. This role combines financial planning, investor relations analytics, and strategic finance, with direct exposure to M&A evaluation, capital markets communications, and top-line performance modeling for a public SaaS company. Work will be closely coordinated with senior leadership and the CFO’s office to shape how the organization communicates its financial story to the Street, the Board, and prospective transaction counterparties.
Responsibilities
- Design and maintain long-term financial models projecting future fiscal year top-line metrics, including ARR movements such as new business, expansion, contraction, and churn, with sensitivity analysis suitable for board and investor scenarios.
- Build and refine SaaS valuation and benchmarking frameworks (ARR growth, NRR/DBNRR, Rule of 40, magic number, CAC/LTV) to support investor relations messaging and peer comparisons against public SaaS and enterprise software comparables.
- Support M&A activity including target screening, financial due diligence, accretion/dilution and synergy modeling, and integration of acquired ARR and revenue streams into consolidated top-line forecasts.
- Create and implement forecasting methodologies across a variety of top-line models, adaptable to inorganic growth scenarios and changes in business mix.
- Analyze KPIs related to product and sales performance; develop new analyses to assess business health and translate operating metrics into the language used by equity analysts and institutional investors.
- Prepare board decks, earnings materials, and investor relations presentations, working with IR and the CFO to ensure numbers translate cleanly into external narrative on a monthly and quarterly cadence.
- Own quality assurance on all board-level and external financial communications, ensuring consistency between internal models, public disclosures, and transaction-related materials.
- Partner cross-functionally with Corporate Development, Treasury, and Legal on deal-related financial analysis as M&A opportunities arise.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, Economics, or related field; 2–4 years of relevant experience in FP&A, investment banking, equity research, corporate development, or transaction advisory.
- Strong financial modeling skills, including exposure to SaaS metrics (ARR, NRR/DBNRR, billings, FCF) and M&A analysis (valuation, accretion/dilution, synergy modeling) a plus.
- Proficiency with MS Office (Excel, PowerPoint), with demonstrated ability to build complex, audit-ready financial models under tight deadlines.
- Strong written and oral communication skills, with the ability to translate quantitative analysis into clear, board- and investor-ready narrative.
- Strong organizational, analytical, and collaborative skills; ability to handle market-sensitive and confidential information with sound judgment.
- Self-starter attitude with initiative to pursue opportunities for both the team and the work.
- Strong project and time management skills; comfortable operating in a fast-paced, deadline-driven environment within a publicly traded company.
Compensation & Benefits
- Compensation Range: $95K - $140K
Work Arrangement and Application Process
- Many roles allow for flexibility in when and where work gets done; the balance of hybrid, office-based, and remote work varies by team and business needs.
- Applications are assessed on a rolling basis with no fixed deadline for this requisition. The application window may change depending on application volume or may close immediately if a qualified candidate is selected.
- The organization provides equal opportunities and reasonable accommodations for candidates on request.