Senior Financial Planning & Analysis (FP&A) Analyst

Clearspeed

• $150K — $210K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of progressive finance experience, particularly in FP&A at a B2B SaaS or recurring-revenue company.
  • Strong understanding of SaaS metrics like ARR, net revenue retention, and churn.
  • Proven ability to create and maintain driver-based financial models and budgets from scratch.
  • Experience preparing board-level materials and collaborating with executive teams.
  • Advanced Excel/Google Sheets skills; familiarity with FP&A and BI platforms is a plus.
  • Comfortable using AI tools for analysis and reporting.
  • Strong communication skills to translate financial data into actionable insights.
  • Experience with public sector clients or government contracting is a plus.

Responsibilities

  • Own the development and refinement of the financial model to ensure scalability and adaptability.
  • Lead the annual budgeting process, aligning targets with company strategy and providing spend visibility.
  • Manage revenue and ARR forecasting, collaborating with Sales and business leaders for accuracy.
  • Oversee operating expense forecasting, regularly updating it to reflect business changes.
  • Translate strategic priorities into multi-year projections and scenarios for revenue and investment.
  • Deliver monthly management reporting, analyzing results against budgets and forecasts, and recommending actions for variances.
  • Prepare compelling financial narratives and KPI dashboards for executive and board communications.

Benefits

  • Hybrid work model: in-office 3 times per week.
  • Full-time position with comprehensive benefits.
Full Job Description
*Hybrid: In-office 3x per week

*Full-Time with benefits

What You Will Do

This role will lead an internal maturation within the Finance function, moving from foundational department budgets and models to a disciplined, forward-looking planning architecture: consolidated forecasts, spend management frameworks, scenario analyses, and the KPI infrastructure that lets leadership make high-confidence decisions with confidence.

If you are energized by building from the ground up, comfortable working closely with a new CFO to define what great looks like, and excited by a company with both commercial and government momentum, this is a rare opportunity to shape the financial operating model of a mission-driven, high-growth technology company.

Responsibilities

Forecasting, Budgeting & Planning
  • Financial Model Ownership: Own the development, maintenance and continuous refinement of Clearspeed's financial model. Make it a scalable, driver-based tool that keeps pace as the business and industry evolve.
  • Annual Budget: Lead the annual budgeting process across departments. Build realistic, data-driven targets that align with company strategy, and give leaders the spend visibility they need to manage to plan.
  • Revenue & ARR Forecasting: Own the revenue and ARR forecast. Work closely with Sales and business leaders to gather input and keep it accurate and current.
  • Operating Expense Forecasting: Manage the operating expense forecast. Partner with department leaders to update it regularly and reflect changing business conditions.
  • Long-Range Planning & Scenarios: Turn strategic priorities into multi-year projections and scenarios for revenue, headcount and investment.

Performance Reporting & Board Communications
  • Monthly Reporting & Variance Insights: Deliver monthly management reporting. Analyze results against budget, forecast and prior periods. Escalate major variances with clear context and recommended actions.
  • Revenue & ARR Analysis: Analyze Clearspeed's revenue and ARR by segment, product, customer cohort and contract type, across commercial and public sector. Track trends in growth, retention, expansion and churn, including usage-based dynamics.
  • KPI Frameworks: Define and report the metrics that connect financial outcomes to what drives them across GTM, Product and Operations.
  • Executive & Board Communications: Work with the CFO and executive team to prepare clear, compelling financial narratives, KPI dashboards, quarterly board materials and investor updates.

Strategic Analysis & Business Partnership
  • Investment & Trade-off Analysis: Analyze returns and trade-offs to help the business efficiently deploy its capital.
  • Public Sector Planning: Support government and public sector financial planning, including program-level budgeting. Bring a working understanding of how government contracts are structured.
  • Cross-Functional Partnership: Be a hands-on, responsive finance partner to every part of the business. Model growth initiatives with leaders in Sales, Product and Operations.

Systems, Data & Operations
  • FP&A Tech Stack Ownership: Oversee Clearspeed's FP&A tech stack, including planning, reporting and BI tools. Evaluate and recommend new or replacement technologies as the company's needs change, and lead their implementation.
  • Accounting Partnership: Work closely with the Accounting team to build seamless processes and handoffs between FP&A and Accounting, and help with the month-end close as needed.
  • AI Integration & Automation: Use advanced LLMs and AI tools to speed up workflows, automate reporting pipelines, improve forecasting models and flag transaction anomalies.


Who You Are

You are a sharp, motivated FP&A professional who is energized by rolling up your sleeves and building something from the ground up rather than inheriting a finished process.

You are detail-oriented and comfortable in the weeds of a multi-entity consolidation model, but you can also step back and explain what the numbers mean. You thrive in ambiguity, move quickly without sacrificing accuracy, and bring a builder's mindset to process and systems.

Requirements

  • 7+ years of progressive finance experience, including hands-on FP&A at a B2B SaaS or other recurring-revenue company, ideally venture- or growth equity-backed.
  • Strong grasp of SaaS metrics such as ARR, net revenue retention and churn, with exposure to usage-based or hybrid pricing models.
  • Proven ability to build and maintain driver-based financial models, forecasts and budgets from the ground up.
  • Experience preparing board-level materials and working directly with a CFO or executive team.
  • Advanced Excel/Google Sheets modeling skills. Experience with modern FP&A and BI platforms (e.g., Adaptive, Anaplan, Mosaic or similar) is a plus.
  • Comfort using AI tools and automation to streamline analysis and reporting.
  • Strong communication skills, with the ability to turn financial data into clear insights for stakeholders across the business.
  • Experience with public sector clients or government contracting environments is a strong plus.
  • Experience with multi-entity, multi-currency financial planning is a plus.
  • Bachelor's degree in Finance, Accounting, Economics or a related field.
  • Located in or willing to work regularly from the Greater Washington, DC area.


Salary Description

$150,000 - $210,000

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