FP&A Analyst

About the role

Reporting to the FP&A Director, you will be a core analyst on our Financial Planning & Analysis team. This is a high-visibility seat for someone early in their finance career – ideally with an investment banking background – who wants to move closer to the operating decisions of a fast-growing SaaS business.

You will build and maintain the financial models, forecasts, and reporting that leadership relies on, and you’ll get meaningful exposure to how a company is actually run.

Responsibilities

• Support the development and maintenance of the company’s annual budget and rolling forecast.

• Update forecasts based on actual performance, market conditions, and input from business partners.

• Prepare detailed financial plans, projections, and supporting schedules.

• Prepare materials for monthly financial performance reviews with department leaders.

• Analyze budget-to-actual variances and flag key drivers and trends.

• Package findings into clear, actionable insights for the FP&A Director and stakeholders.

• Help calculate and track key SaaS unit economics metrics, including but not limited to:

  • Gross Margin
  • Net Dollar Retention (NDR)
  • Customer Acquisition Cost (CAC)
  • Lifetime Value (LTV)

• Ensure metrics are reported accurately and on time to support decision-making.

• Maintain the headcount and hiring tracker, keeping approved roles, backfills, and open reqs up to date.

• Support the FP&A Director as a reliable source of truth for people-cost planning.

• Build and maintain recurring financial reports and dashboards.

• Ensure reporting is accurate, timely, and consistent with internal standards.

• Build and maintain financial models using both bottoms-up and top-down approaches.

• Support scenario analysis and ad-hoc modeling for strategic initiatives.

• Work with teams across the company to gather data, validate assumptions, and improve planning accuracy.

• Build strong working relationships to support collaborative financial management.

• Identify opportunities to streamline financial processes, systems, and tools.

• Help implement best practices to make the FP&A function more efficient.

• Conduct ad-hoc financial analysis and modeling to support decision-making.

• Provide clear, data-driven insights to the FP&A Director and business partners.

Requirements

• Minimum of 2 years of relevant experience, ideally in investment banking; comparable FP&A, consulting, or transaction-advisory experience will also be considered.

• Strong proficiency in MS Excel and financial modeling, with the ability to build models from scratch using bottoms-up and top-down approaches.

• Experience with G Suite; exposure to financial systems, Salesforce, and BI tools is a plus.

• Analytical mindset with the ability to draw insights from data and understand operational drivers.

• Ability to manage competing priorities and work independently in a fast-moving environment.

• Strong communication skills and the ability to build clean, management-ready presentations and analyses.

• Bachelor’s degree in Finance, Economics, Accounting, or another analytical field.

Skills

• Investment banking analyst experience (2+ years) or equivalent transaction background.

• Experience with or exposure to SaaS businesses.

• Experience with start-ups from early stage through growth phases.

Benefits

Immediate access to health, vision and dental care
Early equity in a fast-growing company
Unlimited PTO
Stipend for home office equipment
Monthly home wi-fi stipend

Pay

The salary range for this position is $110,000 – $125,000, which will be commensurate with experience.

Schedule

Remote, with NYC or Washington, DC area preferred.