Senior FP&A Analyst – AI-Driven SaaS Finance

Upshop; Austin, Miami (TX, FL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Flexible work arrangements

Career growth

Ownership culture

Job summary

Upshop, the market leader in Total Store Operations, seeks a Senior FP&A Analyst in Austin to build driver-based financial models, master SaaS economics, and apply AI to speed decision-making.

You will partner with Sales, Product, Engineering, and G&A to turn data into action, own end-to-end analyses, and present insights to Finance leadership. This hands-on role offers exposure to senior leaders and a path to modern FP&A capabilities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 4–6 years in FP&A, corporate finance, investment banking, or analytics.
• Ability to build driver-based financial models from source data.
• Knowledge of SaaS and GTM metrics: ARR, bookings, retention, churn, gross margin, CAC.
• Hands-on experience with AI tools (ChatGPT, Copilot, Claude) for faster analysis and reporting.
• Advanced Excel with complex formulas, pivots, lookups, and model design.
• Strong PowerPoint and written communication skills for executive-ready materials.
• Comfort working with large, messy datasets to extract 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 and sensitivity analyses to quantify growth, productivity, retention, hiring, and spend.
• Analyze SaaS metrics such as ARR, bookings, pipeline, churn, gross margin, CAC, and quota attainment.
• Partner with leaders to validate assumptions, surface risks and opportunities, and track performance against plan.
• Support annual operating plan, monthly reforecast, and ad hoc business cases.
• Produce executive-ready presentations, dashboards, memos, and analyses for leadership and Board materials.
• Create AI-enabled workflows like rolling forecasts and forecast-vs-actual variance analyses.
• Identify and implement process/template improvements for faster, scalable Finance.

Skills

Data analysis

Advanced Excel

Executive communication

Problem solving

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

SQL

Python

NetSuite

Adaptive Planning

ChatGPT

Job description

Upshop, the market leader in Total Store Operations, seeks a Senior FP&A Analyst in Austin to build driver-based financial models, master SaaS economics, and apply AI to speed decision-making.

You will partner with Sales, Product, Engineering, and G&A to turn data into action, own end-to-end analyses, and present insights to Finance leadership. This hands-on role offers exposure to senior leaders and a path to modern FP&A capabilities.