FP&A Analyst

What you'll do

Corporate planning

• Own the integrated 3-statement financial model, rolling forecasts, and both the short and long-range financial planning processes

Product partnership

• Assist the Engineering, Product, Design and Science orgs in executing on strategy while driving operating efficiencies within our R&D organization

Customer partnership

• Partner closely with the customer org to drive optimal resource allocation vs product demand to drive improvements to gross margins

Cash forecasting

• Partner directly with RevOps and Accounting to build and own the cash model for capital allocation

Headcount, opex & gross margin % management

• Collaborate with department heads to manage hiring, roadmaps and optimal resource allocation
• Gross Margin % will be a key metric that you own and you will work closely with our Customer and Infrastructure teams

Corporate & board reporting

• Partner with Accounting on month-end close and Exec reporting
• Own the calculation and a key contributor in driving improvements in core SaaS metrics (Gross Margin %, Magic Number, Cash burn multiple, Rule of 40)

Strategic projects

• Provide analytical support for pricing and packaging, potential M&A or new market or product expansion scenarios

You might be a fit if you have

Experience

• 6-8+ years of experience in FP&A, Strategic Finance, or Investment Banking/Private Equity, with at least 2+ years operating inside a high-growth B2B SaaS company (Series B/C/D stage preferred)

Experience with

• Financial modeling, consolidations, P&L Management, forecasting, Budget vs Actuals, annual and long-range planning

SaaS DNA

• Deep understanding of enterprise software metrics and the mechanics of recurring revenue business models

Business partnering

• Proven ability to communicate complex financial concepts to non-financial leaders and push back strategically when necessary

Systems knowledge

• Experience extracting and analyzing data from CRMs (Salesforce), ERPs (NetSuite), and HRIS systems (Rippling)