FP&A Analyst

We’re seeking an experienced FP&A Analyst to support cross-functional stakeholders, deliver key business insights, and help scale FP&A capabilities as the company grows. This role will play a critical part in supporting recurring revenue forecasting, analyzing SaaS metrics, partnering with business unit leaders, and enabling data-driven decisions across the organization.

Key Responsibilities:

• Business Partnering: Act as a finance partner to multiple business units, providing analytical support and helping drive accountability across departments.

• Month-End Analysis: Analyze monthly close results and communicate key drivers of performance to the CFO and business unit leaders.

• Forecasting & Planning: Update and maintain forecasts in Workday’s Adaptive Insights, financial models, and outlooks, incorporating input from both business and accounting teams.

• Ad Hoc Analysis: Provide strategic and tactical decision support through ad hoc analysis, scenario modeling, and data-driven recommendations.

• Operational Execution: Collaborate closely with Accounting to ensure proper coding and accruals during the monthly close process.

• SaaS Metrics: Track and analyze key SaaS KPIs such as ARR, CAC, CLTV, gross and net retention, customer acquisition payback, and contribution margin.

• Executive Communication: Deliver clear, concise, and actionable insights to executive leadership under tight deadlines.

• Tool Ownership: Drive improvements in current models and contribute to automation and system enhancements where possible.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus.

• 2+ years of experience in FP&A, investment banking, private equity, or SaaS financial analysis.

• Prior experience in a high-growth SaaS or PE-backed company strongly preferred.

• Deep understanding of GAAP and SaaS financial concepts including deferred revenue, ARR, churn, and bookings.

• Advanced Excel modeling and proficiency with PowerPoint for executive presentations.

• Experience with systems such as Workday, Salesforce and Adaptive Planning is preferred.

• Excellent communication and interpersonal skills; ability to collaborate with senior leaders.

• Highly organized with a strong sense of urgency, accountability, and ownership.