Support and continuously improve the annual planning, quarterly forecasting, and long-range forecasting processes
Build, maintain, and refine dynamic financial models
Perform variance analysis versus plan, forecast, and prior periods; surface key trends, risks, and drivers for leadership review
Assist with Board Presentation creation
Produce monthly management and executive reporting packages, including KPI dashboards and concise written insights
Track, analyze, and explain core SaaS metrics
Partner closely with Accounting to ensure accurate actuals, clean close alignment, and consistent reporting inputs
Analyze unit economics and cost drivers across customers, products, and teams to support pricing, resourcing, and investment decisions
Support headcount planning and hiring forecasts in partnership with People and department leaders as the company scales
Act as a finance partner to GTM, Product, and Operations teams to support performance tracking and decision-making
Help department leaders manage budgets through spend analysis, forecast updates, and ROI evaluation
Deliver ad hoc analyses and scenario models to support strategic decisions and leadership requests

2–4 years of experience in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role
Strong financial modeling skills with advanced proficiency in Excel and/or Google Sheets
Experience working with SaaS or recurring-revenue business models
Familiarity with FP&A platforms (e.g., Mosaic, Planful, Datarails, or similar tools)
Ability to translate complex data into clear insights, narratives, and recommendations
Strong attention to detail and ability to operate effectively in a fast-paced, high-growth environment
Preferred: Experience at a high-growth startup or SaaS company
Hands-on exposure to ARR forecasting, churn analysis, and GTM performance metrics
Experience with BI tools (Looker, Tableau, Mode) and/or financial systems (NetSuite, Adaptive, Anaplan)
Bachelor’s degree in Finance, Accounting, Economics, or a related field

FP&A Analyst

Key skills