Support monthly, quarterly, and annual reporting needs including forecasting, management reporting, lender/investor reporting
Develop business insights across all functions of the business, partnering with leaders to improve decision making and performance
Assist in annual budgeting and continuous monitoring of performance against budget, supporting our business to meet or exceed plan metrics
Develop dynamic financial models to evaluate growth initiatives, investments, and cost optimization opportunities
Analyze key SaaS metrics including ARR, MRR, bookings, churn, retention, CAC, LTV, and gross margin
Support private equity reporting requirements and ad hoc performance analysis
Contribute to data integrity and reporting discipline expected in a high-performing, accountability-focused environment
Enhance reporting automation and financial systems
Build scalable solutions to improve processes across the organization
Support implementation and optimization of FP&A and BI tools
Other duties as assigned

Requirements

3+ years of experience in FP&A, corporate finance, investment banking, or management consulting, or similar experience
Experience in SaaS or recurring revenue business models
Advanced financial modeling capabilities with strong Excel proficiency
Experience working with ERP and planning systems (NetSuite, Adaptive, etc.)
Ability to synthesize complex data into clear executive-level insights
Business acumen with a value-creation mindset
Analytical and problem-solving skills
Excellent written and verbal communication skills
Highly detail-oriented with a commitment to quality and accuracy
Preferred: Experience in a high-growth or private equity–backed environment
Strong understanding of SaaS unit economics and revenue drivers
Familiarity with BI tools (Tableau, Power BI, Looker)
SQL or advanced data analysis skills a plus

Benefits

Comprehensive benefits package effective the first of the month after hire
Matching 401(k) retirement plan
Healthy work-life balance with flexible work arrangements and generous time off
Generous referral incentive program
Tuition Reimbursement Program
Pet Insurance
OnePass Gym/Wellness Discount Program
Calm Health-Employee Membership
Company social events
Employee Resource Groups
Philanthropic opportunities

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingExcelSaaS metricsdata analysisSQLbudgetingreporting automationperformance analysiscost optimizationvalue-creation

Soft Skills

analytical skillsproblem-solving skillscommunication skillsdetail-orientedbusiness acumensynthesis of complex datacommitment to qualitycollaborationdecision makingaccountability