Senior Financial Planning & Analysis (FP&A) Analyst
Position Overview
As our first dedicated Financial Planning & Analysis hire, the Sr. FP&A Analyst will be responsible for establishing core planning processes, building scalable models, and serving as a strategic thought partner to the executive team. This is a high-impact individual contributor role with executive visibility, ideal for someone who thrives in building from zero and is ready to own financial planning at a company entering its next phase of growth. You will not have direct reports initially, but you’ll serve as a manager of function and process, with the opportunity to build a team as we grow.
Salary Range
- Sr. Level: $125,000 - $160,000 annually, commensurate with experience.
Employment Type
Location
- Type: Remote
- Based in: U.S.
- Preferred: Eastern United States
- Travel: Optional quarterly travel for in-person company events and ad hoc meetings.
- Authorization: Must be authorized to work and reside in the United States. Visa sponsorship is not currently offered.
Responsibilities
Strategic Ownership
- Design, build, and implement company-wide budgeting, forecasting, and long-range planning processes.
- Build core financial models and SaaS metrics tracking tools (ARR, CAC, LTV, churn, etc.).
- Establish internal financial policies and controls related to planning and analysis.
Financial Modeling & Management Reporting
- Lead the annual budget process by partnering with department heads.
- Create and maintain rolling forecasts and scenario models for executive decision-making.
- Analyze financial results and key metrics to provide actionable insights.
- Own monthly budget vs. actuals and variance reporting across departments.
- Maintain SaaS-specific models (e.g., bookings, revenue waterfall, CAC, LTV, churn).
- Partner with cross-functional leaders, specifically Sales and Marketing, to align financial insights with operational goals.
Executive Support
- Deliver clear, concise materials for executive leadership and board meetings.
- Develop board-level reporting materials in collaboration with the CFO.
- Prepare, as requested, board-ready financial decks and materials.
- Provide, as requested, ad hoc financial modeling and analysis for strategic initiatives (e.g., pricing changes, M&A diligence, capital raises).
- Act as a trusted partner to the CFO and finance leadership.
Systems & Process Improvement
- Optimize FP&A systems and workflows (including Mosaic, NetSuite, Salesforce, and Rippling).
- Assist in the identification and selection of BI tools to support unified reporting.
- Automate manual processes to improve accuracy and speed of reporting.
Requirements
- 5-8 years of experience in FP&A, investment banking, or corporate finance.
- Self-starter with experience owning FP&A processes independently.
- Strong in both high-level strategy and deep in-the-weeds execution — you’ll build the model and present it to the CFO.
- Experience building and scaling FP&A from early-stage or growth-stage SaaS companies.
- Proven ability to influence cross-functional partners without direct authority.
- Proven track record building FP&A models and processes in SaaS or recurring revenue businesses.
- Deep understanding of SaaS metrics and benchmarks.
- Strong Excel skills; experience with financial tools and ERP systems (Mosaic (or similar), NetSuite, Salesforce).
- Excellent communication and business partnering skills.
- Experience in a high-growth, VC/PE-backed company strongly preferred.
What We Offer
- Health Benefits: 100% covered Health, Dental, Vision, and Life Insurance for both the employee and their family.
- Time Off: Flexible time off policy.
- Holidays: 13 paid holidays.