Archived listing. The details below describe a past opening.
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.