Associate FP&A Analyst
Core
Support month-end close, P&L reporting, and planning cycles for a SaaS business by preparing data, delivering variance analysis, and building AI-enabled workflows.
Role type
Associate FP&A Analyst
Builds
Monthly/quarterly P&L reports, variance commentary, and AI-enabled financial workflows
Domain
SaaS / Technology
Required skills
Accounting principles, Financial statements (P&L, balance sheet, cash flow), Microsoft Excel, PowerPoint, AI tools (e.g., Claude)
Preferred skills
SaaS metrics (ARR, bookings, churn), NetSuite, Workday Adaptive Planning, Looker, Tableau, Snowflake
Responsibilities
Prepare and validate close data from NetSuite and Softrax for planning models; Deliver monthly and quarterly P&L reports and explain variances; Draft variance commentary and management presentations; Support annual operating plan (AOP) and forecast cycles; Use AI tools to automate analysis and manual tasks; Complete ad hoc analysis on SaaS performance metrics.