FP&A Analyst
Core
Support financial planning, forecasting, reporting, and business analysis within a SaaS environment to drive data-driven decision-making.
Role type
FP&A Analyst
Builds
Monthly forecasts, annual budgets, long-range plans, variance analyses, and management dashboards.
Domain
SaaS / Financial Planning & Analysis
Deliverable
dashboards & analysis
Required skills
Financial modeling, variance analysis, budgeting, forecasting, financial statement analysis, advanced Excel, business performance metrics
Preferred skills
Power BI, ERP systems (Intacct, NetSuite), planning tools (Adaptive Insights)
Responsibilities
Support annual budgeting, monthly forecasting, and long-range planning; Develop and maintain financial models for revenue and expenses; Perform monthly variance analysis; Prepare recurring management reports and presentations; Support month-end and quarter-end close activities
Seniority
Mid-level, hands-on IC