Senior FP&A Analyst — AI-Driven SaaS Finance Leader

Apptegy; Chicago (IL); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) with company match

HSA/FSA

Unlimited PTO

Parental and medical leave

Travel onboarding support

Job summary

Apptegy is seeking an experienced FP&A leader to own planning, forecasting, and end‑to‑end FP&A for a key business area in Chicago. You will build scalable financial models across P&L, run scenario analyses, and lead monthly/quarterly reviews with leadership.

You will partner with departments to evaluate initiatives and drive data‑driven decisions, leveraging AI tools to automate processes and improve reporting.

Qualifications

• 5+ years in FP&A or related analytical roles with end‑to‑end planning ownership
• Exceptional communication with senior leaders through financial analysis
• Full P&L exposure and involvement in annual budget cycles
• Strong SaaS fluency: ARR, churn, LTV/CAC, etc.
• Advanced financial modeling in Excel/Sheets; scenario analysis
• Experience using AI tools/workflows to automate financial processes

Responsibilities

• Own budgeting, forecasting, and long‑range planning for a major business area
• Lead FP&A end‑to‑end and set forecast accuracy standards
• Build and maintain scalable financial models across revenue, expenses and headcount
• Run scenarios to evaluate growth, profitability, and investment trade‑offs
• Lead monthly/quarterly variance analysis for leadership and Board materials
• Partner with cross‑functional leaders to evaluate initiatives and resource allocation
• Translate data into actionable insights and drive FP&A narrative in leadership reviews
• Lead cross‑functional analytics projects including pricing and investments

Skills

FP&A experience

SaaS metrics

Excel/Sheets

AI tools

Autonomy & ambiguity

Executive communication

Education

Bachelor’s degree in Finance/Economics/Accounting

Tools

Pigment

Anaplan

Adaptive

Planful

NetSuite

Salesforce

Looker

Tableau

Job description

Apptegy is seeking an experienced FP&A leader to own planning, forecasting, and end‑to‑end FP&A for a key business area in Chicago. You will build scalable financial models across P&L, run scenario analyses, and lead monthly/quarterly reviews with leadership.

You will partner with departments to evaluate initiatives and drive data‑driven decisions, leveraging AI tools to automate processes and improve reporting.