Financial Planning & Analysis Lead

Role Description

We are seeking a commercially driven, hands-on FP&A leader to oversee company-wide budgeting, forecasting, and financial analysis. This role will work closely with the CFO, VP of Finance, and Controller in a private equity-backed SaaS environment.

The successful candidate will lead financial planning cycles, maintain core financial models, manage SaaS performance reporting, and provide actionable insights to senior leadership. This role requires strong financial modeling skills, solid business acumen, and the ability to translate financial data into strategic recommendations.

Key Responsibilities:

• Financial Planning & Forecasting
  • Lead the annual operating plan (AOP) and rolling forecast process
  • Maintain and enhance integrated financial models (P&L and cash flow; balance sheet exposure preferred but not required as full build ownership)
  • Support annual budget preparation and board-level presentation materials
  • Develop driver-based models and scenario analyses to support business decisions
  • Deliver monthly forecast updates incorporating actuals, headcount, operating expenses, and revenue projections
• SaaS Revenue & KPI Analysis
  • Track and analyze recurring revenue metrics (ARR, bookings, churn, retention)
  • Support revenue forecasting in partnership with Sales and Revenue teams
  • Provide insights on SaaS unit economics and revenue performance trends
  • Ensure alignment between financial reports and CRM-reported revenue data
• Reporting & Executive Support
  • Prepare monthly and quarterly management reports
  • Deliver variance analysis (budget vs actual, forecast vs actual)
  • Build executive dashboards and board-ready financial summaries
  • Support strategic initiatives through financial modeling and investment analysis
• Systems & Process Improvement
  • Coordinate data alignment between finance and CRM systems (e.g., Salesforce and accounting systems)
  • Improve reporting accuracy and consistency
  • Streamline financial reporting processes through Excel-based improvements and structured templates
  • Support finance system enhancements as needed
• Business Partnership
  • Partner with department heads to align budgets with business priorities
  • Provide financial guidance to improve cost efficiency and margin performance
  • Support leadership in decision-making through data-driven insights

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• 5 to 10 years of progressive FP&A or corporate finance experience
• Experience in a high-growth or subscription/recurring revenue environment
• Experience in SaaS or technology companies preferred
• Strong financial modeling skills in Excel, including budgeting, forecasting, and scenario modeling
• Experience preparing management- or executive-level reports, board reporting
• Understanding of subscription revenue metrics such as ARR, MRR, and revenue forecasting
• Experience working with CRM (e.g., Salesforce) preferred
• Experience with accounting systems (NetSuite, Sage Intacct, or similar)
• Experience with BI tools (Power BI, Tableau, Looker)
• Strong analytical skills with attention to detail
• Ability to work independently in a lean, high-accountability environment
• Strong communication skills with the ability to partner with senior stakeholders

Ideal Candidate Profile

• Proven ownership of budgeting and forecasting cycles
• Experience building and maintaining financial models to support business planning
• Exposure to executive or board reporting
• Working knowledge of SaaS revenue dynamics
• Ability to balance technical financial modeling with strategic business support
• Experience operating in a lean team structure