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 / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research
Required skills
Integrated three-statement modeling, SaaS revenue recognition, bottom-up forecasting, driver-based long-term modeling, M&A valuation, purchase accounting, business acumen, Google Sheets, Excel, AI tooling
Preferred skills
None stated
Technologies
Google Sheets, Excel, AI tools
Responsibilities
Build and maintain the core three-statement and operating model with scenario and sensitivity layers; Build valuations, scenarios, and pro-forma combined-entity models for acquisition evaluation and due diligence; Drive substance of monthly, quarterly, and annual business reviews for senior management, the board, and investors; Diagnose metric movements, pressure-test assumptions, and provide actionable recommendations; Use AI and spreadsheet automation to compress cycle time and harden data validation
Seniority
Senior, high-autonomy IC