SaaS FP&A Analyst — Remote, Board & Forecasting Lead

Enrollment123

United States

Remote

USD 85,000 - 110,000

Full time

3 days ago

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Job summary

e123, a Work From Anywhere health insurance SaaS company, seeks a Financial Analyst to join its FP&A team. You will own monthly management reporting, budgeting, forecasting, and multi-year modeling, reporting to the Senior Director of Finance, and collaborating with the Senior Accountant.

The role requires 3–5 years in FP&A, a finance-related degree, strong Excel skills, and experience with AI-assisted tools.

Qualifications

3-5 years of FP&A, corporate finance, or related role.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Strong accounting foundation: GAAP and 3-statement financials.
Advanced Excel: driver-based models and monthly reporting.
Experience with AI-assisted reporting tools.
Experience with planning tools like Drivetrain, Cube, etc.
Strong written and verbal communication.
Highly organized with fast turnaround

Responsibilities

Prepare monthly management, board, and lender reporting (P&L, balance sheet, cash flow, ARR).
Own annual budget, monthly reforecasts, and multi-year financial model.
Develop variance analyses and commentary.
Build ad hoc analyses: pricing scenarios, ROI cases, unit economics, profitability.
Research historical data to answer leadership questions and support PE data needs.
Automate recurring reporting using Excel or AI-assisted tools.
Support 409A valuation, audits, and tax data requests.
Ensure models are reliable, auditable, and scalable.