Lead FP&A Analyst

Quickbase; Boston (MA); On-site; USD 105,000 - 165,000; Full time

Benefits offered by this job

Incentive compensation

Medical/dental/vision benefits

401(k) with company match

Job summary

Quickbase is seeking a Lead FP&A Analyst for ARR and Revenue in Boston. You will own the ARR roll-forward, ARR-to-GL reconciliation and variance commentary for our SaaS business, using Adaptive, Excel and Snowflake plus BI tools to automate recurring revenue reporting.

You will partner with Finance, Sales and Customer Success to model revenue, support board reporting, and drive process improvements across data, systems and controls in a fast-paced environment.

Qualifications

• Six or more years of FP&A, revenue finance or similar analytical role in SaaS.
• Deep understanding of ARR, NRR, GRR, bookings and related concepts.
• Proven reconciliation across systems and variance drivers.
• Advanced Excel modeling and scenario analysis.
• SQL in Snowflake or similar cloud warehouse.
• Experience building executive-facing BI dashboards.

Responsibilities

• Own monthly/quarterly ARR roll-forward and definitions across products, cohorts and regions.
• Manage complete ARR-to-GL bridge, bookings, billings, deferred and recognized revenue.
• Lead data, systems and controls for recurring revenue reporting across Snowflake, CRM, ERP and planning tools.
• Partner with Sales, Customer Success and Revenue Ops to provide insights for forecasting, pricing and packaging decisions.

Skills

FP&A experience

Recurring revenue mechanics

ARR to GL reconciliation

Advanced Excel modeling

SQL

BI dashboards

ASC606 knowledge

ERP and CRM systems

Tools

Snowflake

SQL

NetSuite

Salesforce

Adaptive

Power BI

Job description

About Quickbase

At Quickbase, we help organizations build better ways to run their operations. Our products give teams the flexibility to create applications around how their work actually happens, connecting people, information and processes so they can keep work moving as needs change. For more than 25 years, organizations have turned to Quickbase to solve operational challenges that off‑the‑shelf software wasn’t built for. Today, we’re building on that foundation with new products and new possibilities for how people create, adapt and improve the systems their work depends on. Working at Quickbase means helping find better ways forward. We’re a team of curious, collaborative people who care about solving problems, learning as we go, and building things that make work better for our customers and each other.

Title: Lead FP&A Analyst Reporting to: Sr Director, FP&A Location: Boston, MA Department: FP&A

Position Summary

The Lead FP&A Analyst, ARR and Revenue owns the reporting, reconciliation, and analysis of Annual Recurring Revenue (ARR) and revenue at a software‑as‑a‑service (SaaS) business. The role produces the authoritative monthly ARR roll‑forward, owns the full reconciliation from ARR to General Ledger (GL) revenue, and delivers the variance commentary that executive leadership, the board, and go‑to‑market functions rely on to make decisions. The position sits at the intersection of Finance, Accounting and data. The successful candidate will work directly in Adaptive, Excel and Snowflake and the company’s business intelligence (BI) tools to source, validate and automate recurring revenue reporting, rather than rebuilding it manually each period.

Key Responsibilities

• ARR Reporting and Analytics Prepare and publish the monthly and quarterly ARR roll‑forward, including new, expansion, contraction, and churn activity, along with net revenue retention (NRR) and gross revenue retention (GRR). Maintain the governing definitions for all recurring revenue metrics, and enforce consistent application across Finance, Sales and Customer Success. Build out and analyze ARR performance by product, customer cohort, segment and region, and identify emerging trends for leadership review. Produce recurring revenue content for board, investor and lender reporting packages.
• Revenue Reporting and Reconciliation Own the complete ARR‑to‑GL bridge. FP&A is accountable for reconciling ARR to bookings, billings, deferred revenue and recognized revenue each period, and for documenting the reconciliation end to end. Research and resolve variances at the contract level, and partner with Revenue Accounting on ASC606 treatment and timing differences. Own the revenue forecast, including model construction, submission into the planning system and period‑over‑period forecast accuracy tracking. Support the monthly close through revenue accruals, flux analysis and variance commentary against budget, prior forecast and prior year.
• Data, Systems and Controls Serve as the Finance owner of recurring revenue data across Snowflake, the Customer Relationship Management (CRM) system, the billing platform, the Enterprise Resource Planning (ERP) system and the planning tool. Write and maintain Structured Query Language (SQL) queries in Snowflake to extract, validate and reconcile recurring revenue data at scale. Build and maintain BI dashboards that give stakeholders self‑service access to ARR and revenue reporting. Diagnose and remediate the root causes of data breaks and reduce reliance on manual spreadsheet adjustments. Strengthen documentation and controls over ARR and revenue reporting to support audit, diligence and internal review requirements.
• Business Partnering Partner with Sales, Customer Success, Revenue Operations and Accounting on pipeline‑to‑ARR conversion, retention drivers and pricing or packaging changes. Present analysis with a clear recommendation and a defensible point of view. Contribute to modeling, reporting and documentation standards across the FP&A team.

Qualifications

• Six or more years of experience in FP&A, revenue finance or a comparable analytical function, including experience at a SaaS or subscription business.
• Comprehensive understanding of recurring revenue mechanics, including ARR, NRR, GRR, bookings, billings, deferred revenue and the relationships among them.
• Demonstrated reconciliation experience across multiple systems, with the ability to isolate and explain the drivers of a variance.
• Advanced financial modeling skills in Excel.
• Proficiency in SQL and hands‑on experience querying a cloud data warehouse, preferably Snowflake.
• Proficiency in at least one BI platform, with experience building and maintaining executive‑facing dashboards.
• Strong written communication skills, including the ability to summarize complex variances concisely for an executive audience.
• Working knowledge of ASC606 and the distinctions between revenue recognition and ARR.
• Experience with NetSuite, Salesforce and Adaptive.
• Experience supporting board reporting, an external audit or a financing or diligence process.
• Experience automating recurring reporting processes in a data warehouse environment.

Important Notices

Recorded Interviews. Quickbase uses an interview recording tool to record and transcribe interviews for evaluation purposes in accordance with applicable privacy laws. By participating in an interview, you consent to this recording and transcription.

Interview Integrity. AI is part of how we work at Quickbase—we expect you to use it too. Your application and interviews should still reflect you and your own thinking. We’ll tell you when AI is encouraged throughout the selection process. Misrepresentation at any stage may result in removal from consideration for this and future roles.

How We Review Applications. We use AI throughout our hiring process to help review, schedule interviews and assess applications. These tools support our team’s review; they do not replace it, and every hiring decision is made by a person.

Pay Range

$105,034.65 - $165,054.45

Compensation & Benefits

• Incentive Compensation This role is eligible to participate in our annual incentive plan. Incentives are earned based on employee performance against defined metrics and company goals.
• Benefits Full‑time roles are eligible for our comprehensive benefits program which includes medical, dental and vision coverage.
• You may also contribute to our 401(k) plan that includes a company match.

Equal Opportunity Statement

Quickbase is committed to building a diverse and inclusive workplace. We encourage candidates from all backgrounds to apply–even if you don’t meet every qualification listed. We are proud to be an equal opportunity employer.

Work that makes an impact

At Quickbase, we’re on a mission to transform ordinary work into extraordinary impact—for our customers and for ourselves. We are the leading application platform for work management, helping organizations connect people, processes and systems in one place so they can confidently manage the work that matters most. From complex, multi‑system projects to everyday workflows, Quickbase brings clarity to chaos. Our platform centralizes data, automates processes and provides real‑time visibility—enabling teams to see, connect and control their operations from day one to done. When you join Quickbase, you become part of a global community of builders, problem‑solvers and systems thinkers. We collaborate closely, move quickly and continuously improve how work gets done—driving measurable impact at scale.