Senior FP&A Analyst

Jobtailor; New York (NY); On-site; USD 140,000 - 180,000; Full time

Job summary

Jobtailor is seeking a senior FP&A leader to own budgeting, forecasting, and revenue modeling for a fast-growing SaaS company. You will partner with C-level executives and department heads to defend plans and translate data into strategic narratives.

This role requires deep experience building SaaS metrics, strong Excel skills, and the ability to drive close processes, board updates, and long-range planning while maintaining data quality and process improvements.

Qualifications

• 4+ years of FP&A experience, preferably in a SaaS or high-growth technology company.
• Own budgets and forecasts end-to-end.
• Hands-on expertise building SaaS revenue and operating models from scratch.
• Demonstrated experience partnering directly with senior leadership and presenting to executives.
• Some leadership experience — mentoring analysts, leading cross-functional initiatives, or managing projects and stakeholders.
• Advanced financial modeling and Excel; strong command of SaaS metrics and unit economics.
• Familiarity with NetSuite and CRM platforms (e.g., HubSpot or Salesforce).
• Fluent English — written and verbal.
• AI fluency
• Excellent communication skills — able to turn complex analysis into clear, actionable narratives.
• Bachelor's degree in Finance, Economics, Accounting, or related field.

Responsibilities

• Own the annual budgeting process and rolling forecasts across the company, partnering with department heads to build and defend their plans
• Build and maintain SaaS revenue models covering ARR/MRR, bookings-to-revenue, net/gross retention, churn, and cohort analysis, and translate them into board- and investor-ready outputs
• Serve as the financial focal point for C-level executives, delivering analysis and scenarios for strategic decisions
• Track and report key SaaS metrics and unit economics, including CAC, LTV, magic number, burn, runway, and Rule of 40
• Lead monthly and quarterly close-related reporting, variance analysis, and management reviews
• Support fundraising, board reporting, and long-range planning
• Drive continuous improvement of financial processes, systems, and data quality

Skills

FP&A

Forecasting

Budgeting

SaaS Metrics

Financial Modeling

Stakeholder Management

Leadership

Excel Proficiency

Cross-Functional Collaboration

Analytics

Education

Bachelor's degree in Finance, Economics, or Accounting

Tools

NetSuite

HubSpot

Salesforce

CRM Platforms

Job description

• Own the annual budgeting process and rolling forecasts across the company, partnering with department heads to build and defend their plans
• Build and maintain SaaS revenue models covering ARR/MRR, bookings-to-revenue, net/gross retention, churn, and cohort analysis, and translate them into board- and investor-ready outputs
• Serve as the financial focal point for C-level executives, delivering analysis and scenarios for strategic decisions
• Track and report key SaaS metrics and unit economics, including CAC, LTV, magic number, burn, runway, and Rule of 40
• Lead monthly and quarterly close-related reporting, variance analysis, and management reviews
• Support fundraising, board reporting, and long-range planning
• Drive continuous improvement of financial processes, systems, and data quality

Requirements

• 4+ years of FP&A experience, ideally in a SaaS or high-growth technology company
• Proven track record owning budgets and forecasts end to end
• Hands-on expertise building SaaS revenue and operating models from scratch
• Demonstrated experience partnering directly with senior leadership and presenting to executives
• Some leadership experience — mentoring analysts, leading cross-functional initiatives, or managing projects and stakeholders
• Advanced financial modeling and Excel; strong command of SaaS metrics and unit economics
• Familiarity with NetSuite and CRM platforms (e.g., HubSpot or Salesforce)
• Fluent English — written and verbal
• AI fluency
• Excellent communication skills — able to turn complex analysis into clear, actionable narratives
• Bachelor's degree in Finance, Economics, Accounting, or related field

Core Competencies

Demonstrates expertise in financial planning and analysis (FP&A) within SaaS environments, with a strong focus on building revenue models, managing budgets, and delivering insights to C-level executives. Proficient in advanced financial modeling, SaaS metrics, and effective communication of complex financial narratives.

Highest-signal resume keywords

• Financial Planning And Analysis (FP&A)
• SaaS Revenue Model Development
• Advanced Financial Modeling
• Stakeholder Management
• Leadership Experience

ATS Optimization Keywords

Hard Skills

• Budgeting
• Forecasting
• SaaS Metrics
• Unit Economics
• Variance Analysis
• Cohort Analysis
• Excel Proficiency
• Financial Reporting
• Data Quality Improvement
• Strategic Decision Analysis

Soft Skills

• Excellent Communication Skills
• Mentoring
• Cross-Functional Collaboration
• Analytical Thinking
• Actionable Narrative Development

Industry Keywords

• SaaS
• High-Growth Technology
• Financial Processes
• Fundraising
• Board Reporting

Tools & Technologies

• NetSuite
• HubSpot
• Salesforce
• CRM Platforms