Senior FP&A Analyst
Core
Owns the company's core financial model, accounting, forecasts, and analysis to drive strategic decisions for senior leadership, the board, and investors.
Role type
Senior FP&A Analyst (Strategic Finance & M&A)
Builds
Integrated three-statement operating model, acquisition valuations, pro-forma models, and business review narratives.
Domain
SaaS / AI Platform / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Integrated three-statement modeling, SaaS revenue recognition, driver-based forecasting, M&A valuation and purchase accounting, business acumen, Google Sheets/Excel automation
Preferred skills
AI tooling for financial automation, scenario analysis, sensitivity analysis
Technologies
Google Sheets, Excel, AI tools
Responsibilities
Build and maintain the core three-statement and operating model with scenario layers; Build valuations and pro-forma models for acquisition evaluation and due diligence; Drive substance of monthly, quarterly, and annual business reviews for senior management and investors; Diagnose metric movements and pressure-test assumptions to provide actionable recommendations; Use AI and spreadsheet automation to compress cycle time and harden data validation.
Seniority
Senior, high-autonomy IC