Senior FP&A Analyst

Spot On TLNT; United States; Hybrid; USD 120,000 - 180,000; Full time

Job summary

A SaaS company is seeking a Senior FP&A Analyst to take ownership of their financial planning model. The ideal candidate will have 4-8+ years of relevant experience, strong Excel modeling skills, and be familiar with SaaS environments. This is a full-time, hands-on role focused on financial forecasting and private equity reporting. The engagement will be for 6-12 months with potential extensions based on growth and acquisition activities.

Qualifications

• 4–8+ years in FP&A, corporate finance, or strategic finance roles.
• Strong Excel modeling expertise including complex forecasting and 3-statement models.
• Experience in SaaS environments, including revenue recognition and subscription forecasting.
• Exposure to PE-backed environments or M&A integration is highly preferred.
• Ability to work independently in a lean, high-accountability environment.

Responsibilities

• Own and continuously improve the company’s Excel-based financial planning model.
• Drive monthly forecasting across P&L, balance sheet, and cash flow.
• Support reporting requirements for private equity stakeholders and debt covenant reporting.
• Identify weaknesses or inconsistencies in the current model and proactively repair and strengthen it.
• Lead financial integration modeling for upcoming acquisitions (1–3 anticipated this year).
• Evaluate target company models and determine whether to integrate or consolidate separately.

Skills

Excel modeling expertise

Financial forecasting

Revenue recognition

SaaS experience

M&A integration experience

Subscription forecasting

PE/M&A experience

Tools

Excel

Job description

Senior FP&A Analyst

(SaaS | PE-Backed | 6–12 Month Mandate)

Overview

We are supporting a PE-backed SaaS company (~$13.5M ARR, ~50 employees) seeking a Senior FP&A professional to take full ownership of its financial planning model.

This is not a reporting-heavy role. This is model ownership.

The mandate is structured as a 6–12 month engagement, full-time initially, with potential extension depending on acquisition activity and business needs.

The company is entering a growth phase under new leadership, with private equity reporting and lender-facing forecasting requirements becoming increasingly important.

What You’ll Own

• Own, maintain, and continuously improve the company’s Excel-based financial planning model.
• Drive monthly forecasting across P&L, balance sheet, and especially cash flow.
• Support reporting requirements for private equity stakeholders and upcoming debt covenant reporting.
• Identify weaknesses or inconsistencies in the current model and proactively repair and strengthen it.
• Lead financial integration modeling for upcoming acquisitions (1–3 anticipated this year).
• Evaluate target company models and determine whether to integrate or consolidate separately.

This role requires someone who will live inside the model daily and take accountability for its accuracy and reliability.

Ideal Background

• 4–8+ years in FP&A, corporate finance, or strategic finance roles.
• Strong Excel modeling expertise, including complex forecasting and 3-statement models.
• Experience in SaaS environments, including:
  • Revenue recognition
  • Deferred revenue mechanics
  • Subscription forecasting
• Exposure to PE-backed environments or M&A integration is highly preferred.
• Comfortable working independently in a lean, high-accountability environment.

What This Role Is Not

• Not a junior analyst position.
• Not a pure reporting role.
• Not limited to variance tracking.

This is a hands‑on, ownership‑driven mandate for someone who wants real impact in a growing SaaS business.

Engagement Details

• Structure: Full‑time engagement initially.
• Duration: 6–12 months, with potential extension.
• Location: LATAM-based candidates preferred.
• Compensation: Competitive and aligned with experience level.