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NYC | HYBRID - 3 days per week in NYC. Unable to sponsor, must have perm work authorization. *Only local candidates currently within the NYC metropolitan area will be considered. This bonus-eligible role will support a very small team for financial planning, analysis, and reporting across corporate operations and multiple subsidiaries. This requires someone who can work independently and is self directed. The Sr. FP&A Analyst will play a key role in assisting with forecasting, budgeting, and performance analysis while providing data-driven insights for SaaS to support strategic and operational decision-making. This individual will partner closely with subsidiary finance teams and corporate stakeholders to ensure accurate financial reporting, thoughtful analysis, and consistent financial processes across the organization. This is a hands-on role that requires strong attention to detail, intellectual curiosity, and a willingness to work deeply in the data. This role also provides the opportunity to contribute to the continued development of a formal FP&A function, including enhancing financial models, reporting frameworks, and analytical tools used by leadership to evaluate performance and support strategic decision-making.
Key Responsibilities:
  • Support variance analysis and forecast updates across business units
  • Assist with key assumptions like churn, ARR, MRR, Rev Rec 606 / GAAP and Net Rev (NRR)
  • Support the annual budgeting process, including gathering inputs, validating assumptions, and tracking timelines.
  • Forecasting and reforecasting based on monthly closes, highlighting risks.
  • Maintain and enhance financial models for scenario planning, and decision support
  • Partner with business unit finance teams to collect data and ensure consistency in reporting
  • Support ad hoc financial analyses and modeling requests from leadership
  • Assist in developing dashboards and reporting for key performance indicators such as revenue, bookings, and margins
  • Prepare materials for quarterly business reviews and leadership presentations
  • Identify opportunities to improve reporting, data quality, and FP&A processes
  • Contribute to standardized reporting frameworks and best practices
  • Support the use of automation and emerging analytics tools to enhance reporting and forecasting
Qualifications:
  • Bachelor’s degree
  • Strong Excel experience, meticulous Excel spreadsheeting
  • Minimum 3 years of financial analysis (FP&A) experience, preferably in SaaS or multi-business unit environments
  • Experience in FP&A or corporate finance required (seeking Finance over Accounting)
  • Strong financial modeling and analytical skills
  • Experience with ERP and planning tools (e.g., Oracle, NetSuite, Adaptive) preferred
  • Consulting or SaaS experience preferred.
  • Basic understanding of SaaS metrics (ARR, bookings, churn, margins) preferred
  • Strong communication and collaboration skills with the ability to work cross-functionally
  • Ability to collaborate HYBRID 3 days per week in the New York City corporate office.

Also on the board Same function, level within a rung

Level

Senior

Location

Brooklyn, NY

Occupation

Accountants and Auditors

Industry

Corporate, Subsidiary, and Regional Managing Offices

Posted

13 days ago

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