FP&A Analyst - Senior Analyst
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Tableau
Financial Analyst
Screencastify
full-time
Posted on:
Origin: • 🇺🇸 United States • Illinois
Visit company websiteSalary
💰 $70,000 per year
Job Level
JuniorMid-Level
Tech Stack
Tableau
About the role
- Drive the budgeting and forecasting process, including annual planning and ongoing reforecast cycles.
- Prepare and analyze KPI reports, focusing on SaaS metrics such as ARR, NRR, churn, and customer acquisition efficiency.
- Prepare month-end reporting packages and presentations, ensuring accuracy and timeliness of financial statements and management reports.
- Conduct variance analysis to identify performance drivers and provide actionable recommendations.
- Partner with cross-functional teams (Customer Success, Sales, Marketing, Product) to support financial insights and decision-making.
- Assist the Operations Finance team with customer account management during peak selling season.
- Support ad hoc projects, such as pricing analysis, investment decisions, and scenario modeling.
Requirements
- Hold a bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Bring 2+ years of relevant experience in FP&A, corporate finance, or accounting (experience in SaaS or tech strongly preferred).
- Possess strong analytical skills and attention to detail, with the ability to distill complex data into clear insights.
- Thrive in a fast-paced environment and can shift focus as management priorities evolve.
- Are proficient in Excel/Google Sheets and financial modeling.
- Bring a “leave no stone unturned” mindset and a strong work ethic.
- Have excellent communication and presentation skills, both written and verbal.
- Experience with BI/reporting tools such as Looker, Tableau, or Power BI (preferred).
- Familiarity with SaaS metrics, subscription models, and ARR/NRR reporting best practices (preferred).
