FP&A Analyst
Core
Deliver financial reporting, budgeting, forecasting, and analytical frameworks to support the CEO, CFO, and business leaders in performance tracking and capital allocation for a multi-product SaaS business.
Role type
Entry-level FP&A Analyst
Builds
Financial models, budgets, forecasts, KPI trackers, and dashboards for a SaaS platform serving lenders, owners, and contractors in real estate.
Domain
Real Estate Finance / SaaS
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial reporting, budgeting, forecasting, data analysis, Excel proficiency, financial modeling, data organization, business acumen
Preferred skills
Experience with NetSuite, Salesforce, Planful, Adaptive, or Anaplan, AI tool usage
Technologies
NetSuite, Planful, Salesforce, Excel, AI tools
Responsibilities
Prepare monthly financial reports and variance analyses, maintain and update financial models and budgets, pull and organize data from financial systems, conduct research and build basic analyses, support the monthly and quarterly financial close process
Seniority
Entry-level, junior IC