FP&A Analyst, SaaS Forecasting & Financial Insights

Triwill Group; Anaheim (CA); Hybrid; USD 87,000 - 128,000; Full time

Benefits offered by this job

Hybrid work environment

Company-paid health insurance

Flexible vacation time

Team environment

Job summary

Parsec Automation, LLC seeks a detail-oriented Financial Analyst to join our Finance team. You will lead budgeting, forecasting, management reporting, and financial analysis, working hands-on with core systems including NetSuite, Cube, FloQast, and Ramp to ensure data accuracy across planning, actuals, and close cycles.

The ideal candidate combines strong financial modeling with system fluency, translating complex data into actionable insights for business leaders.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2-4 years of FP&A, corporate finance, financial analysis, or related analytical role.
• Advanced Microsoft Excel skills, including financial modeling, pivot tables, and complex lookups.
• Strong understanding of GAAP, the monthly close process, budgeting, forecasting, and variance analysis.
• Experience building and maintaining financial models and translating financial data into actionable business insights.
• Strong analytical and problem-solving skills with exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills, with the ability to clearly present financial information to non-financial stakeholders.
• Ability to manage multiple priorities and deadlines across budgeting, forecasting, reporting, and close cycles.
• Strong cross-functional collaboration skills and the ability to work effectively with Accounting, Revenue Operations, and business leaders.
• Self-motivated and comfortable working independently in a fast-paced, high-growth environment.

Responsibilities

• Support the annual budgeting process and monthly/quarterly reforecasting with department leaders.
• Prepare monthly management reporting packages, including budget-to-actual variance analysis, forecast updates, and executive-ready commentary.
• Build and maintain financial models covering revenue, headcount, operating expenses, and cash flow.
• Ensure actuals and forecasts are accurately integrated between Cube and NetSuite.
• Partner with Accounting to align FP&A forecasts with the monthly close process and FloQast close calendar.
• Monitor and analyze collections, cash disbursements, and vendor spend in Ramp to support cash flow forecasting and operating expense tracking.
• Analyze recurring revenue and SaaS metrics such as ARR, bookings, renewals, and churn for forecasting and reporting.
• Maintain and enhance Cube reporting structures, hierarchies, and dashboards for self-service reporting.
• Provide ad hoc financial analysis, including profitability analysis, cost-benefit evaluations, and business case development.
• Identify opportunities to improve FP&A processes, data integrity, reporting automation, and financial systems.
• Collaborate cross-functionally with Accounting, Revenue Operations, and department leaders to provide timely and actionable financial insights.
• Support leadership with financial analysis and reporting that informs strategic business decisions.

Skills

Excel

GAAP

Financial modeling

Analytical skills

Communication skills

Prioritization

Cross-functional collaboration

Independent work

Education

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

Tools

NetSuite

Cube

FloQast

Ramp

Job description

Parsec Automation, LLC seeks a detail-oriented Financial Analyst to join our Finance team. You will lead budgeting, forecasting, management reporting, and financial analysis, working hands-on with core systems including NetSuite, Cube, FloQast, and Ramp to ensure data accuracy across planning, actuals, and close cycles.

The ideal candidate combines strong financial modeling with system fluency, translating complex data into actionable insights for business leaders.