Senior FP&A Analyst
About the Role
A fast-growing, private equity-backed software company is seeking a Senior FP&A Analyst to join a lean, high-performing finance team. This is a highly visible role responsible for driving financial planning, forecasting, performance analysis, and strategic decision support across the organization.
The ideal candidate is a commercially minded finance professional who enjoys partnering with business leaders, building analytical models, and translating complex data into actionable insights for executive leadership. This role offers meaningful ownership and the opportunity to influence decision-making in a rapidly growing business.
Key Responsibilities
Financial Planning and Analysis
- Support annual budgeting, forecasting, and long-range planning processes
- Develop and maintain financial models to support forecasting, scenario analysis, and strategic planning
- Partner with Accounting to analyze actual performance versus budget and forecast
- Prepare variance analyses and communicate key business drivers, risks, and opportunities
Executive and Board Reporting
- Prepare financial presentations and reporting packages for executive leadership and board meetings
- Deliver clear, concise insights and recommendations to support business decisions
- Maintain KPI reporting and performance dashboards
Business Partnering
- Partner with Sales, Marketing, Product, Engineering, Customer Success, and other functional leaders
- Support departmental planning, budgeting, and performance analysis
- Analyze profitability by product, customer segment, and business initiative
Strategic Finance and Process Improvement
- Support strategic initiatives including market analysis, benchmarking, and M&A evaluation
- Drive automation and reporting improvements to increase efficiency and scalability
- Leverage AI-enabled tools and technologies to improve reporting, forecasting, and financial analysis processes
- Assist with implementation and enhancement of planning and reporting tools
Sales Compensation and Metrics Reporting
- Administer sales commission and bonus reporting processes
- Ensure accurate calculation, reconciliation, and reporting of incentive compensation programs
- Support reporting around recurring revenue and business performance metrics
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- 3+ years of FP&A, financial analysis, consulting, investment banking, or related analytical experience
- Strong Excel and financial modeling skills
- Experience with budgeting, forecasting, variance analysis, and management reporting
- Strong communication skills and ability to present findings to senior leadership
- Ability to work independently in a fast-paced, growth-oriented environment
Preferred
- Experience within a software, SaaS, or recurring-revenue business
- Experience in a private equity-backed organization
- Experience with recurring revenue metrics such as ARR, MRR, churn, NRR, CAC, and LTV
- Experience with sales commissions, bonus reporting, or incentive compensation programs
- Experience building headcount models, ARR waterfalls, or three-statement financial models
- Experience with NetSuite, Salesforce, Tableau, Adaptive Planning, Anaplan, Mosaic, or similar systems
- Experience using AI tools such as Claude, ChatGPT, Microsoft Copilot, or similar technologies in a finance environment
- Understanding of SaaS revenue recognition concepts and ASC 606
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.