Financial Analyst
MetaSource
ERPSQL
Senior FP&A Manager
TCI (Teachers' Curriculum Institute)
full-time
Posted on:
Location Type: Remote
Location: Remote • Alabama, California, District of Columbia, Florida, Hawaii, Illinois, Kentucky, Missouri, Montana, New Jersey, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $150,000 - $200,000 per year
Job Level
Senior
Tech Stack
ERPGoSFDC
About the role
- Support both Corporate FP&A and GTM (Go-to-Market) analytics functions
- Collaborate with the CFO and CRO to develop funnel analytics, pipeline health, and sales performance metrics
- Build models and dashboards to monitor retention, churn, CAC, NRR, and other SaaS KPIs
- Support revenue forecasting by integrating data from Salesforce (SFDC), NetSuite, and other platforms
- Help improve data accuracy and consistency by building out systems, processes, and data governance
- Pricing analysis review with CFO, COO and CRO
- Lead the Annual Operating Plan (AOP) process, including bottoms-up planning by department
- Own multi-layered EBITDA forecasting (GAAP, Adjusted, and Cash EBITDA)
- Build and maintain driver-based financial models with scenario and sensitivity analyses
- Deliver monthly and quarterly reporting packages with variance analysis and financial insights
- Partner with department leads on budgeting, forecasting, and cost optimization
- Modeling Revenue and Commissions under 606 for GAAP, Cash Flow and Metric Reporting
- Margin analysis for both software, products and bundles
Requirements
- 5+ years of experience in FP&A, ideally within a PE-backed or high-growth environment
- BA/BS Degree or Equivalent Preferred
- Proven experience with AOP development, EBITDA modeling, and end to end departmental planning and analytics
- Strong understanding of SaaS, products and bundled models
- Advanced Excel modeling skills (index-match, dynamic scenario analysis, pivots, etc.)
- Experience with ERP systems (e.g., NetSuite) and CRM platforms (e.g., Salesforce) and BI platforms (Domo)
- Strong business acumen with a strategic mindset and attention to detail
- Excellent communication and interpersonal skills — a true business partner
- Self-starter who thrives in fast-paced, data-driven environments.
Benefits
- medical
- dental
- vision
- 401k benefits
- PTO
- bonus eligibility
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
FP&AEBITDA modelingfinancial modelingdata governanceSaaS KPIsvariance analysisbudgetingforecastingpricing analysisscenario analysis
Soft skills
communicationinterpersonal skillsbusiness acumenstrategic mindsetattention to detailself-startercollaborationleadershipanalytical thinkingproblem-solving
Certifications
BA/BS DegreeEquivalent Degree
