Job Type
Full-time
Description
We are seeking a high-performing FP&A Analyst with 3+ years of experience to play a critical role in financial planning, forecasting, and strategic analysis. This role is designed for a top-tier finance professional who combines strong technical skills with business judgment and intellectual curiosity.
The ideal candidate has experience in SaaS or recurring revenue environments and thrives in fast-paced, high-accountability settings. You will work directly with senior leadership to support decision-making, improve forecasting accuracy, and drive value creation initiatives.
What You'll Do: - Support monthly, quarterly, and annual reporting needs including forecasting, management reporting, lender/investor reporting.
- Develop business insights across all functions of the business, partnering with leaders to improve decision making and performance.
- Assist in annual budgeting and continuous monitoring of performance against budget, supporting our business to meet or exceed plan metrics.
- Develop dynamic financial models to evaluate growth initiatives, investments, and cost optimization opportunities.
- Analyze key SaaS metrics including ARR, MRR, bookings, churn, retention, CAC, LTV, and gross margin.
- Support private equity reporting requirements and ad hoc performance analysis.
- Contribute to data integrity and reporting discipline expected in a high-performing, accountability-focused environment.
- Enhance reporting automation and financial systems.
- Build scalable solutions to improve processes across the organization.
- Support implementation and optimization of FP&A and BI tools.
- Other duties as assigned.
Requirements
- 3+ years of experience in FP&A, corporate finance, investment banking, or management consulting, or similar experience
- Experience in SaaS or recurring revenue business models
- Advanced financial modeling capabilities with strong Excel proficiency
- Experience working with ERP and planning systems (NetSuite, Adaptive, etc.)
- Ability to synthesize complex data into clear executive-level insights
- Business acumen with a value-creation mindset
- Analytical and problem-solving skills
- Excellent written and verbal communication skills
- Highly detail-oriented with a commitment to quality and accuracy
Preferred:
- Experience in a high-growth or private equity-backed environment
- Strong understanding of SaaS unit economics and revenue drivers
- Familiarity with BI tools (Tableau, Power BI, Looker)
- SQL or advanced data analysis skills a plus
What You Can Expect From Us: - Friendly, open, and casual work environment
- Comprehensive benefits package effective the first of the month after hire
- Matching 401(k) retirement plan
- Healthy work-life balance with flexible work arrangements and generous time off
- Generous referral incentive program
- Tuition Reimbursement Program
- Pet Insurance
- OnePass Gym/Wellness Discount Program
- Calm Health-Employee Membership
- Company social events
- Employee Resource Groups
- Philanthropic opportunities
What We Value: - Teamwork - Above all, we're a team. We give and value feedback. We support each other, respect each other and work together to accomplish our common goals and serve our customers. Once we make decisions, we align behind them as a team.
- Customers First - Our customers' success is our success. They are why we are here. We work to earn the trust of our customers and always deliver on our commitments.
- Make a Difference - It's not a job, it's a calling. We have passion for our mission, for our customers, for our work, and for sharing a fulfilling experience with our fellow team members.
- Inclusiveness - Uniqueness is powerful. We support an environment of respect, belonging, and community that promotes a variety of perspectives and crucial conversations, leading to better outcomes.
- Act Now - We act with urgency. The best time to get something important done is now. We don't wait and let perfection be the enemy of good.
- Curiosity - We love a good challenge. We're scrappy, we stretch ourselves to be the best, ask questions, learn from our mistakes, and are dedicated to continually improving and growing.
- Ownership - We own the outcome and don't pass the buck. The score matters. We hold ourselves and each other accountable. We treat company resources like they are our own.
Compensation Disclaimer: The base salary range provided is a good-faith estimate at the time of posting. Actual pay may vary based on factors such as skills, qualifications, experience, and work location. Compensation will always comply with applicable state and local pay laws, including but not limited to those in California, Colorado, New York, and Washington.
Salary Description
$100,000 - $110,000
