Senior FP&A Analyst

ICANotes LLC

Senior FP&A Analyst providing financial insights and analysis for a behavioral health EHR software company. Supporting budget preparation and revenue analytics for decision-making.

Posted 5/28/2026full-timeRemote • Maryland, New Jersey • 🇺🇸 United StatesSenior💰 $100,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Lead preparation of annual budgets, quarterly forecasts, and rolling financial projections
Perform in-depth variance analysis, identifying root causes and recommending counter measures to leadership
Develop and maintain financial models that reflect underlying business drivers
Conduct retention, cohort tracking, and churn analysis to surface trends and inform strategic decisions
Analyze user expansion and contraction metrics to support growth initiatives
Develop forward-looking insights into key revenue and business metrics
Act as a trusted business partner to cross-functional teams, gathering inputs, validating assumptions, and ensuring models reflect true business dynamics
Support ad hoc scenario analysis, sales pipeline reviews, pricing studies, and margin analyses
Partner with sales leadership on quota planning and go-to-market financial support
Translate complex financial data into clear narratives that resonate with both financial and non-financial audiences
Prepare and present materials to senior stakeholders with clarity and confidence

Requirements

What you’ll need

3–5 years of FP&A experience, ideally within a SaaS or technology company
Bachelor's degree in accounting, Finance, or a related field
Expert-level proficiency in Microsoft Excel, including advanced modeling, dynamic formulas, and scenario analysis
Strong analytical and problem-solving skills with a proven ability to build and maintain complex financial models
Working knowledge of revenue recognition standards (ASC 606)
Experience with sales quota planning and go-to-market financial processes
Clear, confident communicator with demonstrated experience presenting to senior stakeholders
Ability to manage multiple priorities, work cross-functionally, and thrive in a fast-paced environment.

Benefits

Comp & perks

Healthcare (medical, dental, vision)- company pays for up to 75% of health insurance for both employee and dependents - some plans with HSA options
Basic term and optional term life insurance
Short-term disability (paid for by the company) and long-term disability
401(k) and employer-matched retirement plan

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

FP&Afinancial modelingvariance analysisscenario analysischurn analysisrevenue recognition standardsquota planninggo-to-market financial supportadvanced Excelanalytical skills

Soft Skills

problem-solvingcommunicationpresentation skillscross-functional collaborationtime managementadaptabilitystrategic thinkingbusiness partnershipclarity in communicationconfidence