FP&A Analyst
Own corporate financial model and serve as finance partner to Product, Business Foundation, and Executive teams. Drive annual planning, cash forecasting, and SaaS metric improvements.
About the job
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)
Skills
Financial Modeling, P&L Management, Forecasting, Budget Vs Actuals, Rolling Forecasts, Long-Range Planning, Salesforce, NetSuite, Rippling, SaaS Metrics
Similar jobs
Finance & Accounting jobs
Together AI
San Francisco, CA
Owns cost forecasting, capital planning, budget-versus-actual analysis, and site economics for large-scale AI data center build-outs. The role requires at least four years of data center or infrastructure capex experience, strong financial modeling skills, and the ability to partner with technical infrastructure teams.
Together AI
San Francisco, CA
Owns end-to-end revenue forecasting and analysis for sales-led, self-serve, partnership, and usage-based business models. The role partners with Product, GTM, and Infrastructure Engineering while supporting long-range planning and strategic finance initiatives.
Collective Intelligence Project
United States
Leads complex accounting and tax operations, advising on books-to-tax issues, reviewing returns, managing escalations, and developing team capability. Requires an active CPA, EA, or JD, at least five years of relevant experience, and expertise in multi-jurisdictional tax and bookkeeping workflows.
Monarch
Remote
Senior FP&A Analyst supporting budgeting, forecasting, financial modeling, departmental spend alignment, month-end reporting, and scenario analysis. Requires 4+ years in FP&A or corporate finance, advanced spreadsheet modeling, and strong business-partnering skills.
Office Hours
San Francisco, CALeads and builds the company’s internal accounting function, owning close operations, reporting, controls, compliance, and financial systems. The role requires 5+ years of progressive accounting experience, a bachelor’s degree, and strong proficiency with QuickBooks Online, Stripe, Ramp, and Excel.