Remote Senior FP&A Analyst — SaaS Forecasting & Strategy

VelocityEHS; United States; Remote; USD 105,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

VelocityEHS is seeking a Senior Financial Analyst to own core planning, forecasting, and reporting within the FP&A team. You will partner with business leaders to translate performance into a clear financial outlook and provide practical, data-driven recommendations.

The role requires strong financial modeling, attention to detail, and the ability to present insights to senior stakeholders, with cross-functional collaboration and end-to-end ownership of key processes.

Qualifications

• Bachelor's degree in Accounting, Finance, or equivalent.
• Minimum 3 years accounting and/or financial analysis experience.
• Proficient in Microsoft Excel & PowerPoint.
• Fundamental understanding of 3 statement financial model.

Responsibilities

• Own assigned components of annual budget, quarterly reforecasts, and long-range planning, including assumptions, model updates, and consolidation of business inputs.
• Serve as trusted business partner across the organization, helping leaders understand performance, spend management, headcount trends, and tradeoffs.
• Lead recurring monthly and quarterly reporting for assigned areas, including close review, BvA, and Board-level reporting.
• Prepare accurate, management-ready materials for ELT, Board, and investor/lender reporting.
• Maintain EPM models, reporting structures, and data integrity. Identify and implement process improvements that increase accuracy and efficiency.
• Analyze revenue and SaaS performance across sales teams, customer segments, and products, including ARR, retention, CAC payback, pipeline, and other relevant operating metrics.
• Lead ad hoc financial and strategic analysis, including profitability, investment evaluation, EBITDA, working capital, and M&A-related support as needed.
• Develop strong cross-functional relationships and communicate conclusions, risks, and recommendations clearly to both financial and non-financial audiences.
• Independently take high-level requests from initial question through substantially complete, review-ready output with limited direction.

Skills

Strong work ethic

Attention to detail

Self-motivated

Team player

Education

Bachelor's degree in Accounting, Finance, or equivalent

Tools

Excel

PowerPoint

3-statement financial model

Job description

VelocityEHS is seeking a Senior Financial Analyst to own core planning, forecasting, and reporting within the FP&A team. You will partner with business leaders to translate performance into a clear financial outlook and provide practical, data-driven recommendations.

The role requires strong financial modeling, attention to detail, and the ability to present insights to senior stakeholders, with cross-functional collaboration and end-to-end ownership of key processes.