Senior FP&A Analyst
Location
United States + 1 moreAll locations: United States, Canada
Posted
2 days ago
Salary
Not specified
Seniority
Senior
Job Description
About The Role
What You'll Do
- Support the development and maintenance of revenue models, forecasts, and the annual budget, with a focus on subscription and usage-based drivers (ARR, net retention, expansion, churn)
- Assist in preparing monthly and quarterly financial reporting packages, including variance analysis and commentary for leadership
- Help build board decks and investor materials that distill performance, KPIs, and strategic priorities into concise, compelling formats
- Contribute to unit economics frameworks (LTV, CAC, payback period) to inform go-to-market and product investment decisions
- Support pricing and packaging analysis for new product launches, tier changes, and competitive positioning Partner with cross-functional leaders (Sales, Product, Engineering, People) on strategic ad hoc analyses that drive resource allocation and prioritization
- Identify opportunities to improve financial processes, reporting cadences, and data integrity as the company scales
What We're Looking For
- 3-5 years of progressive FP&A experience at an AI or SaaS company
- Prior experience in investment banking (analyst or associate level)
- Deep fluency in SaaS metrics and subscription business models
- Advanced proficiency in Excel/Google Sheets and PowerPoint/Google Slides; comfortable building models and decks from a blank page
- Experience with QuickBooks or similar accounting platforms
- Comfort using AI tools (Claude, ChatGPT, or similar LLMs) to accelerate analysis and automate workflows
- Strong written and verbal communication skills, with the ability to present financial information to non-financial stakeholders
- A bias toward action and ownership; you don't wait to be told what to analyze
- Ability to manage multiple workstreams simultaneously and drive projects to completion with minimal oversight
- Thrives in ambiguity and can structure problems independently before asking for direction
Nice To Have
- Experience supporting a company through fundraising, M&A process, or IPO readiness
- Familiarity with SQL or BI tools (Tableau, Looker, or similar)
- Experience building or improving FP&A infrastructure (implementing planning tools, designing new reporting frameworks)
- CFA, CPA, or MBA
Job Requirements
- 3-5 years of progressive FP&A experience at an AI or SaaS company
- Prior experience in investment banking (analyst or associate level)
- Deep fluency in SaaS metrics and subscription business models
- Advanced proficiency in Excel/Google Sheets and PowerPoint/Google Slides; comfortable building models and decks from a blank page
- Experience with QuickBooks or similar accounting platforms
- Comfort using AI tools (Claude, ChatGPT, or similar LLMs) to accelerate analysis and automate workflows
- Strong written and verbal communication skills, with the ability to present financial information to non-financial stakeholders
- A bias toward action and ownership; you don't wait to be told what to analyze
- Ability to manage multiple workstreams simultaneously and drive projects to completion with minimal oversight
- Thrives in ambiguity and can structure problems independently before asking for direction
- Nice To Have
- Experience supporting a company through fundraising, M&A process, or IPO readiness
- Familiarity with SQL or BI tools (Tableau, Looker, or similar)
- Experience building or improving FP&A infrastructure (implementing planning tools, designing new reporting frameworks)
- CFA, CPA, or MBA
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