Leads financial planning, analysis, modeling, and strategic reporting to drive business decisions. Partners cross-functionally on forecasting, KPIs, and growth initiatives in a high-growth SaaS environment. Requires 3+ years FP&A experience, advanced Excel, and bachelor's in quantitative field.
120k – 150k/yr
Hybrid3+ YOEFinance & Accounting
About the role
Financial Planning & Analysis
Lead monthly, quarterly, and annual forecasting processes, ensuring alignment with business objectives and translating actuals into forward-looking projections
Build and maintain financial models for strategic initiatives, program growth, scenario analysis, and long-range planning
Support unit economics analysis, customer cohort modeling, and revenue forecasting to optimize growth levers
Prepare variance analysis and business reviews that identify trends, risks, and opportunities
Strategic Insights & Reporting
Build and maintain dashboards and models that track financial and operational performance across teams
Create executive-level presentations that communicate business performance, strategic recommendations, and key metrics
Design and implement KPIs that drive decision-making across go-to-market, product, and operations
Develop reporting infrastructure and automation to scale insights as the business grows
Support evaluation of M&A opportunities, partnerships, and new business initiatives
Requirements
Bachelor's degree in Finance, Accounting, Economics, or related quantitative field
3+ years of experience in FP&A, corporate finance, management consulting, investment banking, or related analytical roles
Advanced proficiency in Excel (pivot tables, complex formulas, financial modeling)
Strong financial modeling and forecasting capabilities with experience building models from scratch
Solid understanding of financial statements, SaaS metrics, and how business operations translate to financial performance
Exceptional analytical and problem-solving skills with ability to distill complex information into clear recommendations
Strong communication and presentation skills with ability to influence cross-functional stakeholders
Self-starter mentality with ability to manage multiple priorities and thrive in ambiguity
Nice-to-haves
Experience in high-growth startups, SaaS, or technology companies
Proficiency in SQL or other data querying languages
Track record of building financial planning processes or implementing new systems
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