Sr. FP&A Analyst

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: base salary annually, commensurate with experience  

• Sr. Level: $125,000 - $160,000  

Location: This position is remote; based in the U.S. with optional travel quarterly for in person company events and other ad hoc meetings.  

• Preferred candidate be based in eastern United States   
• Candidate must be authorized to work and reside in the United States; we do not currently sponsor immigration visas.  

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 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).