FP&A Analyst

The Role

We are looking for an FP&A Analyst who is sharp, resourceful, and genuinely comfortable using AI as a daily work tool. This is not a role for someone who waits to be directed. You will own models, build outputs, field questions from the business, and figure things out independently.

What You'll Do

• ARR and revenue modeling: maintaining driver-based ARR forecast models, platform and product-level forecasting, and preparing data for system uploads
• Working capital and cash flow: building and maintaining dynamic working capital forecasts that tie to operational assumptions
• Customer and cohort analytics: ARR trending by customer segment, churn and expansion analysis, and retention metrics
• Variance analysis: budget vs. actual, period-over-period, and narrative commentary for exec and board audiences
• Ad hoc executive support: rapid-turnaround analyses and summary documents when leadership needs answers fast

What You Must Bring

• Educational and Professional Background: 2-4 years of experience in SaaS FP&A, preferably with experience working on the three statements. You’ve worked closely with department leads, built models to support decision-making, and are comfortable owning planning cycles end-to-end. Strong foundational knowledge of finance and accounting principles, with experience in forecasting, budgeting, and financial modeling. This role is ideal for someone in the early stages of their FP&A career who is ready to step into more ownership, work cross-functionally, and influence business decisions.
• Technical Proficiency: Advanced Excel / Google Sheets — complex financial models, dynamic formula logic, structured data ranges, named ranges, and cross-sheet architecture. Proficient with AI tools for knowledge work — you actively use tools like Claude, ChatGPT, Copilot, or similar to build models, draft analysis, summarize documents, reformat outputs, and think through problems. Able to independently produce polished deliverables: Excel models, Word documents, PDF summaries, and presentation decks, without relying on a designer or editor.
• Bonus: Familiarity with BI tools (Looker, Tableau, or similar), SQL, or financial systems (NetSuite, Hubspot, Salesforce)
• Analytical and Critical Thinking Skills: You can work backward from a business question to a model structure, not just fill in pre-built templates. Strong instincts for what matters - you surface the insight, not just the output. Comfortable with ambiguity; able to make reasonable assumptions, document them, and move forward without waiting for perfect data.
• Communication and Collaboration: Clear, concise written communication. You can turn a model into a one-page executive summary without losing the substance. Able to present findings to senior stakeholders, including the CFO, without requiring heavy pre-prep or hand-holding. You ask sharp clarifying questions before going deep on the wrong thing.
• Mindset and Ownership: Resourceful by default - when you hit a wall, you find a way around it. You take ownership of your work and hold yourself to a high standard of accuracy. Growth-oriented: you want to get better at this, not just deliver what was asked. Resilient under deadline pressure; you can prioritize competing asks without losing quality.