FP&A Analyst

ECI Software Solutions, Inc.; Westlake (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

ECI Software Solutions, Inc. is seeking an FP&A Analyst to partner with multiple business units, support the monthly close, and improve forecasting for recurring revenue. You will analyze SaaS metrics, advise leadership, and contribute to automation and better FP&A practices using Workday Adaptive Planning.

The role requires strong Excel skills, excellent communication, and the ability to translate data into actionable insights for senior leadership in a fast-growing SaaS environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus.
• 2–5+ years in FP&A, investment banking, private equity, or SaaS financial analysis.
• Prior experience in a high-growth SaaS or PE-backed company strongly preferred.
• Deep understanding of GAAP and SaaS financial concepts including deferred revenue, ARR, churn, and bookings.
• Advanced Excel modeling and proficiency with PowerPoint for executive presentations.
• Experience with systems such as Workday, Salesforce and Adaptive Planning is preferred.

Responsibilities

• Act as a finance partner to multiple business units, providing analytical support and helping drive accountability across departments.
• Analyze monthly close results and communicate key drivers of performance to the CFO and business unit leaders.
• Update and maintain forecasts in Workday’s Adaptive Insights, financial models, and outlooks, incorporating input from both business and accounting teams.
• Provide strategic and tactical decision support through ad hoc analysis, scenario modeling, and data-driven recommendations.
• Collaborate closely with Accounting to ensure proper coding and accruals during the monthly close process.
• Track and analyze key SaaS KPIs such as ARR, CAC, CLTV, gross and net retention, customer acquisition payback, and contribution margin.
• Deliver clear, concise, and actionable insights to executive leadership under tight deadlines.
• Drive improvements in current models and contribute to automation and system enhancements where possible.

Skills

Advanced Excel modelling

Executive presentation skills

Communication & collaboration

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Workday

Salesforce

Adaptive Planning

Job description

We’re seeking an experienced FP&A Analyst to support cross-functional stakeholders, deliver key business insights, and help scale FP&A capabilities as the company grows. This role will play a critical part in supporting recurring revenue forecasting, analyzing SaaS metrics, partnering with business unit leaders, and enabling data-driven decisions across the organization.

Key Responsibilities:

• Business Partnering: Act as a finance partner to multiple business units, providing analytical support and helping drive accountability across departments.
• Month-End Analysis: Analyze monthly close results and communicate key drivers of performance to the CFO and business unit leaders.
• Forecasting & Planning: Update and maintain forecasts in Workday’s Adaptive Insights, financial models, and outlooks, incorporating input from both business and accounting teams.
• Ad Hoc Analysis: Provide strategic and tactical decision support through ad hoc analysis, scenario modeling, and data-driven recommendations.
• Operational Execution: Collaborate closely with Accounting to ensure proper coding and accruals during the monthly close process.
• SaaS Metrics: Track and analyze key SaaS KPIs such as ARR, CAC, CLTV, gross and net retention, customer acquisition payback, and contribution margin.
• Executive Communication: Deliver clear, concise, and actionable insights to executive leadership under tight deadlines.
• Tool Ownership: Drive improvements in current models and contribute to automation and system enhancements where possible.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus.
• 2-5+ years of experience in FP&A, investment banking, private equity, or SaaS financial analysis.
• Prior experience in a high-growth SaaS or PE-backed company strongly preferred.
• Deep understanding of GAAP and SaaS financial concepts including deferred revenue, ARR, churn, and bookings.
• Advanced Excel modeling and proficiency with PowerPoint for executive presentations.
• Experience with systems such as Workday, Salesforce and Adaptive Planning is preferred.
• Excellent communication and interpersonal skills; ability to collaborate with senior leaders.
• Highly organized with a strong sense of urgency, accountability, and ownership.