Senior FP&A Analyst – SaaS, AI-Driven Forecasts

Apptegy; Dallas (TX); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Unlimited paid time off

Paid parental and medical leave

Job summary

Apptegy is seeking a seasoned FP&A leader to own planning, forecasting, and end-to-end FP&A for a core area of the business. You’ll build scalable P&L models, run scenario analyses, and partner with leadership across departments to optimize growth and profitability.

You will translate data into actionable insights for senior leaders and boards, drive AI-enabled automation, and shape the planning platform as Apptegy scales in a fast‑growing SaaS environment.

Qualifications

• 5+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles, including end‑to‑end ownership of planning and forecasting for a meaningful area of a business
• Exceptional communication skills, with a track record of partnering with and influencing senior (Director/VP‑level and above) leaders through financial analysis
• Full P&L exposure, including serving as a key driver in annual budget cycles
• Strong SaaS fluency – recurring‑revenue metrics (ARR, NRR, GRR, LTV/CAC, payback) and the ability to turn insights into action
• Advanced financial modeling skills in Excel or Google Sheets, including scenario modeling and large‑dataset analysis
• Experience leveraging AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to streamline financial processes and reduce manual work
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline

Responsibilities

• Own key parts of Apptegy’s planning cycle, including annual budgeting, quarterly forecasting, and long-range planning
• Own FP&A end-to-end for a critical, complex area of the business, and set the bar for forecast accuracy and insight quality
• Build and maintain scalable financial models across the full P&L – revenue, operating expenses, and headcount
• Run scenarios that help evaluate trade-offs between growth, profitability, and investment levels
• Lead monthly and quarterly reviews with clear variance and trend analysis for leadership, and own the integrity of the numbers behind them
• Serve as a trusted partner to leaders across departments and go-to-market teams, helping evaluate initiatives, resource allocation, and growth opportunities
• Analyze financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to identify trends, risks, and opportunities
• Translate complex data into clear, actionable recommendations for senior leaders and drive the FP&A narrative in leadership and Board materials
• Lead cross-functional analytical projects and the most consequential ad-hoc work – pricing, investment cases, new product investments, and operational improvements
• Design and run automated, AI-enabled processes that improve speed, accuracy, and data quality – and help teammates adopt them
• Prepare concise materials and insights for leadership and board-level reporting, and help evolve Apptegy’s planning processes as we scale

Skills

FP&A experience

Senior stakeholder communication

P&L ownership

SaaS metrics

Financial modeling

AI automation

Autonomy

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

NetSuite

Salesforce

SQL

Looker

Tableau

Job description

Apptegy is seeking a seasoned FP&A leader to own planning, forecasting, and end-to-end FP&A for a core area of the business. You’ll build scalable P&L models, run scenario analyses, and partner with leadership across departments to optimize growth and profitability.

You will translate data into actionable insights for senior leaders and boards, drive AI-enabled automation, and shape the planning platform as Apptegy scales in a fast‑growing SaaS environment.