Partner with business leaders to support budgeting, forecasting, and long-range planning
Prepare and analyze monthly, quarterly, and annual financial and operating reports, including budget vs. actuals
Build and maintain financial models for headcount, departmental spending, revenue scenarios, and investment decisions
Deliver variance analysis and explain key drivers, risks, and opportunities to finance and non-finance stakeholders
Support SaaS and operating metric reporting, including bookings, ARR, retention, churn, and other topline KPIs as applicable
Help develop scenario models and business cases to support strategic initiatives and resource allocation
Collaborate with Accounting to ensure alignment between actuals, accruals, and management reporting
Improve reporting processes, data quality, and forecast efficiency through automation and AI
Contribute to executive presentations, board materials, and ad hoc analysis for senior leadership

Requirements

Bachelor’s degree in finance, Accounting, Economics, or a related field
2–5 years of experience in FP&A, finance, accounting, or another analytical role
Strong financial modeling and analytical skills
Advanced Excel skills
Experience with software tools such as NetSuite, Adaptive, PowerBI, and Salesforce
Strong attention to detail and ability to work with large and imperfect data sets
Clear written and verbal communication skills
Ability to work cross-functionally and influence decision-making with data
Preferred Qualifications
Experience in a SaaS or software business
Familiarity with recurring revenue metrics such as ARR, bookings, retention, and churn
Experience supporting G&A, R&D, GTM, or customer operations functions
Exposure to SQL, data warehouses, or finance systems integrations

Benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingvariance analysisbudgetingforecastingdata analysisExcelSQLdata warehousingautomationAI

Soft Skills

attention to detailcommunicationcross-functional collaborationinfluence decision-makinganalytical thinking

Certifications

Bachelor’s degree in financeBachelor’s degree in AccountingBachelor’s degree in Economics