Senior FP&A Analyst

Socket.dev; Austin (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Upshop in Austin, TX is seeking a Senior FP&A Analyst to strengthen a fast-moving Finance function. This hands-on role builds financial models, understands SaaS economics, and applies AI to accelerate analysis and reporting.

You will partner with Sales, Product, Engineering, and G&A to turn data into decision-ready insights. You will own models end-to-end, prepare executive-ready presentations, and support the annual plan and forecasts.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 4–6 years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role.
• Ability to build driver-based financial models from source data.
• Working knowledge of SaaS and GTM metrics: ARR, bookings, recurring revenue, retention, churn.
• Hands-on experience using AI tools to speed up analysis, documentation, or reporting.
• Advanced Excel with complex formulas, pivots, lookups, and data validation.
• Strong PowerPoint and written communication skills for executive materials.
• Comfortable turning large datasets into clear takeaways.

Responsibilities

• Execute the core monthly FP&A cycle: financial reporting, variance analysis, forecasting, and management reporting.
• Build and maintain driver-based models for ARR, revenue, headcount, opex, EBITDA, and cash flow.
• Develop scenario analyses to quantify impact of growth, retention, hiring, and spend.
• Analyze SaaS and GTM metrics (ARR, bookings, churn, CAC, Rule of 40, pipeline, quota attainment).
• Partner with functional leaders to validate assumptions, surface risks, and track performance.
• Support annual operating plan, monthly reforecast, and ad hoc business cases.
• Produce executive-ready presentations, dashboards, memos, and analysis for leadership and Board.
• Build AI-enabled workflows like rolling forecast updates and variance analysis with controls.
• Identify and implement process improvements for faster, scalable Finance.

Skills

Financial modeling

SaaS metrics

Advanced Excel

PowerPoint

AI tools

Data analysis

Executive comms

Education

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

Tools

SQL

Python

Job description

About Upshop

Upshop is the market leader in Total Store Operations solutions for grocery and convenience retail. Our AI-powered SaaS platform connects Fresh, Center, eCommerce, and DSD operations to create a simpler, smarter, and more connected store experience. More than 450 retail chains trust Upshop across 50,000+ stores in 35 countries.

The Opportunity

Upshop is looking for a Senior FP&A Analyst to strengthen a fast-moving Finance function. This is a hands-on role for someone who builds financial models well, understands SaaS economics, and uses AI and automation to make Finance faster and more accurate.

Reporting to the Manager, FP&A, you'll partner with Sales, Product, Engineering, Customer Success, and G&A to turn data into clear, decision-ready analysis. You'll own your models and analyses end to end and bring a point of view — not just a number — when you present to Finance leadership.

Responsibilities

• Execute the core monthly FP&A cycle: financial reporting, variance analysis, forecasting, and management reporting.
• Build and maintain driver-based models for ARR, revenue, headcount, opex, EBITDA, and cash flow, working from source data rather than static templates.
• Develop scenario and sensitivity analyses that quantify the impact of changes in growth, sales productivity, retention, hiring, spend, and other key business drivers.
• Analyze core SaaS and GTM metrics — ARR, bookings, pipeline, sales capacity/productivity, churn, retention, expansion, gross margin, CAC, Rule of 40, pipeline coverage, win rate, sales cycle length, and quota attainment — and flag what's moving and why.
• Partner with functional leaders to validate assumptions, surface risks and opportunities, and track performance against plan.
• Support the annual operating plan, monthly reforecast, and ad hoc business cases.
• Produce concise, executive-ready presentations, dashboards, memos, and analysis for leadership, QBRs, and Board-related materials.
• Build and maintain AI-enabled workflows like rolling forecast updates and forecast-vs-actual variance analysis, with appropriate review and data-security controls.
• Identify and implement process and template improvements that make Finance faster and more scalable.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 4–6 years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role.
• Demonstrated ability to build driver-based financial models from source data — not just update existing templates.
• Working knowledge of SaaS and GTM metrics: ARR, bookings, recurring revenue, retention, churn, expansion, gross margin, sales productivity, pipeline, and cash flow.
• Hands-on experience using AI tools (e.g., ChatGPT, Copilot, Claude) to speed up analysis, documentation, or reporting — be ready to show a real example.
• Advanced Excel: complex formulas, pivots, lookups, data validation, and model design.
• Strong PowerPoint and written communication skills — able to build concise, executive-ready materials.
• Comfortable working with large or messy datasets and turning them into a clear takeaway.

Preferred Qualifications

• Experience with [insert Upshop's actual planning/BI stack, e.g., NetSuite and Adaptive Planning]; SQL or Python a plus for larger datasets.
• SaaS, technology, or private-equity-backed operating environment experience.
• Progress toward CPA or CFA.
• Retail, grocery, convenience, or multi-location operations experience — a plus, not required.

Why Upshop

• Direct exposure to senior Finance leaders and real business decisions.
• Help build modern FP&A capability — driver-based planning, scenario modeling, AI-enabled workflows.
• Broad exposure across a global, growing SaaS business.
• Collaborative, entrepreneurial team that values ownership and rigor.
• Competitive compensation, flexible work arrangements, and real growth path.