The OpportunityUpshop is looking for a Senior FP&A Analyst to strengthen a fast-moving Finance function. This is a hands-on role for someone who builds financial models well, understands SaaS economics, and uses AI and automation to make Finance faster and more accurate.
Reporting to the Manager, FP&A, you'll partner with Sales, Product, Engineering, Customer Success, and G&A to turn data into clear, decision-ready analysis. You'll own your models and analyses end to end and bring a point of view - not just a number - when you present to Finance leadership.
Responsibilities- Execute the core monthly FP&A cycle: financial reporting, variance analysis, forecasting, and management reporting.
- Build and maintain driver-based models for ARR, revenue, headcount, opex, EBITDA, and cash flow, working from source data rather than static templates.
- Develop scenario and sensitivity analyses that quantify the impact of changes in growth, sales productivity, retention, hiring, spend, and other key business drivers.
- Analyze core SaaS and GTM metrics - ARR, bookings, pipeline, sales capacity/productivity, churn, retention, expansion, gross margin, CAC, Rule of 40, pipeline coverage, win rate, sales cycle length, and quota attainment - and flag what's moving and why.
- Partner with functional leaders to validate assumptions, surface risks and opportunities, and track performance against plan.
- Support the annual operating plan, monthly reforecast, and ad hoc business cases.
- Produce concise, executive-ready presentations, dashboards, memos, and analysis for leadership, QBRs, and Board-related materials.
- Build and maintain AI-enabled workflows like rolling forecast updates and forecast-vs-actual variance analysis, with appropriate review and data-security controls.
- Identify and implement process and template improvements that make Finance faster and more scalable.
Required Qualifications- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 4-6 years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role.
- Demonstrated ability to build driver-based financial models from source data - not just update existing templates.
- Working knowledge of SaaS and GTM metrics: ARR, bookings, recurring revenue, retention, churn, expansion, gross margin, sales productivity, pipeline, and cash flow.
- Hands-on experience using AI tools (e.g., ChatGPT, Copilot, Claude) to speed up analysis, documentation, or reporting - be ready to show a real example.
- Advanced Excel: complex formulas, pivots, lookups, data validation, and model design.
- Strong PowerPoint and written communication skills - able to build concise, executive-ready materials.
- Comfortable working with large or messy datasets and turning them into a clear takeaway.
Preferred Qualifications- Experience with [insert Upshop's actual planning/BI stack, e.g., NetSuite and Adaptive Planning]; SQL or Python a plus for larger datasets.
- SaaS, technology, or private-equity-backed operating environment experience.
- Progress toward CPA or CFA.
- Retail, grocery, convenience, or multi-location operations experience - a plus, not required.
