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

• [Not Specified]

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.