Access Softek

Senior FP&A, Strategic Finance – SaaS

Access Softek

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Senior

About the role

  • Own and manage the QuickBooks Online environment
  • Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting
  • Execute the financial separation of consulting business from the main FinTech entity
  • Develop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entities
  • Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn
  • Perform NRR and GRR analysis with clear understanding of what's driving the numbers
  • Maintain a live, audit-ready database of all customer contracts
  • Ensure billing in QBO matches recognized revenue in our models
  • Allocate costs to products and clients to understand unit economics and provide guidance on strategic decisions
  • Track headcount costs and allocation across R&D, COGS, and OpEx

Requirements

  • 5+ years of experience in FP&A, Corporate Finance, or Transaction Advisory
  • Experience with QuickBooks Online is required
  • Advanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot Tables
  • Understanding of Deferred Revenue, revenue recognition principles, and ASC 606
  • Strong knowledge of B2B SaaS economics (you know that "Bookings" are not "Revenue")
  • Ability to spot when numbers "look wrong" and sanity-check data against business logic
  • Comfortable working with ambiguity and turning raw data into boardroom-ready outputs
  • High autonomy — can work independently with minimal supervision
  • Proficient English (written and verbal)
Benefits
  • Remote-friendly role, depending on location eligibility
  • Flexible working hours
  • Experienced development teams
  • Long-term employment
  • Competitive salary
  • Paid vacation and days off on national holidays
  • Paid sick leave and internal medical insurance policy
  • Mental health coverage
  • Compensation for training and additional education
  • Community of practice, regular knowledge sharing among colleagues
  • Provision of computer equipment if necessary
  • Internet compensation (50$ per month)
  • And other benefits, described in detail in the Staff Handbook
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
QuickBooks OnlineExcelINDEX(MATCH)SUMIFSPivot TablesDeferred Revenuerevenue recognition principlesASC 606B2B SaaS economicsdata analysis
Soft Skills
attention to detailproblem-solvingindependencecommunicationadaptabilityanalytical thinkingsanity-checkingstrategic decision-makingworking with ambiguityautonomy