Senior FP&A Analyst — AI-Driven SaaS Finance

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

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.