FP&A Analyst (SaaS) - $140K (NYC Hybrid)

Job Description

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

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• Support variance analysis and forecast updates across business units
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• Assist with key assumptions like churn, ARR, MRR, Rev Rec 606 / GAAP and Net Rev (NRR)
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• Support the annual budgeting process, including gathering inputs, validating assumptions, and tracking timelines.
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• Forecasting and reforecasting based on monthly closes, highlighting risks.
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• Maintain and enhance financial models for scenario planning, and decision support
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• Partner with business unit finance teams to collect data and ensure consistency in reporting
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• Support ad hoc financial analyses and modeling requests from leadership
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• Assist in developing dashboards and reporting for key performance indicators such as revenue, bookings, and margins
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• Prepare materials for quarterly business reviews and leadership presentations
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• Identify opportunities to improve reporting, data quality, and FP&A processes
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• Contribute to standardized reporting frameworks and best practices
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• Support the use of automation and emerging analytics tools to enhance reporting and forecasting
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Qualifications

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• Bachelor’s degree
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• Strong Excel experience, meticulous Excel spreadsheeting
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• Minimum 3 years of financial analysis (FP&A) experience, preferably in SaaS or multi-business unit environments
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• Experience in FP&A or corporate finance required (seeking Finance over Accounting)
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• Strong financial modeling and analytical skills
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• Experience with ERP and planning tools (e.g., Oracle, NetSuite, Adaptive) preferred
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• Consulting or SaaS experience preferred.
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• Basic understanding of SaaS metrics (ARR, bookings, churn, margins) preferred
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• Strong communication and collaboration skills with the ability to work cross-functionally
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• Ability to collaborate HYBRID 3 days per week in the New York City corporate office .
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