Senior FP&A Analyst

Overview

The organization is seeking an experienced Senior FP&A Analyst for an immediate need. Reporting to the CFO and senior leadership, this role uses both quantitative and qualitative analysis to evaluate operational progress against organizational goals and to help shape future goals, plans, and financial forecasts.

This position involves considering economic and business trends, reviewing past performance, and anticipating obstacles and potential issues to forecast future financial results. Cross-functional collaboration with other departments is required.

Responsibilities

• Create, update, and maintain financial models and detailed forecasts of future operations.
• Assess and track overall financial health, primarily using key financial ratios common to SaaS companies and marketplace.
• Determine gross margin and net margin contributions of products or product lines.
• Examine and evaluate departmental cost-efficiency relative to each department’s consumption of company financial resources.
• Work with individual departments to prepare budgets and consolidate into the company’s overall corporate budget.
• Compare historical operating results against budgets and forecasts and perform variance analyses to explain differences and identify improvements.
• Identify opportunities for expansion and growth, including capital expenditures and investment planning.
• Evaluate new investments or products using return on investment analyses.
• Build monthly and quarterly reporting packages for senior management and the Board of Directors.
• Build relationships with peers and financial leaders across the organization.

Requirements

• Bachelor’s Degree in Finance or Accounting required.
• Minimum 4+ years’ experience in corporate FP&A functions, preferably in a SaaS industry setting.
• Experience utilizing NetSuite and Adaptive Insights.
• Previous financial modeling experience for a range of reporting focuses.
• Previous experience creating dashboards and KPI reporting.
• Proficiency with systems; previous automation and/or process improvement is a plus.
• Excellent presentation and communication skills, both oral and written.
• Ability to complete tasks in a timely manner and provide regular updates.

Preferred Qualifications

• Experience creating dashboards and KPI reporting.
• Experience with systems, automation, and/or process improvement.

Compensation & Benefits

• Strong and competitive compensation package with a built-in bonus and equity program.
• Benefits package (for you and dependents) supporting work/life balance, including:
  • Flexible PTO
  • 15 company holidays
  • 12 weeks of paid parental leave
  • 401k match
  • Additional benefits
• Education stipend to support growth and development.
• Remote work stipend.

Location

Remote-first with flexibility to work from almost anywhere; however, the organization is unable to hire in: Montana, Hawaii, Alaska, and Washington DC.