Senior FP&A Strategist - SaaS, PE-Backed Growth

Iqtalent; South Jordan (UT); On-site; USD 120,000 - 160,000; Full time

Job summary

IQTalent Partners partners with a PE-backed healthcare technology company to seek a Senior FP&A Analyst. The role centers on consolidated forecasting, cash flow modeling, and Board/lender reporting with a focus on complex SaaS finance and performance analytics in a fast-paced, growth-oriented environment.

The candidate will own operating models across revenue, costs, working capital, and cash flow, and develop enterprise-level scenarios to drive strategic decisions and financial discipline at

Qualifications

• 5–7 years of progressive experience in FP&A, investment banking, private equity, or finance within a complex or high-growth organization
• Experience building and maintaining integrated financial models (income statement, and cash flow)
• Experience supporting consolidated forecasting, annual operating plans, and long-range planning processes
• Strong understanding of SaaS financial structures, including recurring revenue mechanics, margin drivers, working capital dynamics, and cash flow implications
• Advanced Excel proficiency with the ability to structure, audit, and stress-test complex financial models; FP&A systems (NSPB) preferred
• Ability to translate complex financial analysis into executive- and Board-ready materials

Responsibilities

• Owns and maintains the company’s consolidated operating models across revenue, cost structure, working capital, and cash flow
• Maintains integrated financial forecasting models to support annual operating plans, long-range planning, and monthly reforecast cycles
• Develops enterprise-level scenario analyses evaluating growth, margin, liquidity, and covenant implications
• Partners with functional finance leads to ensure inputs are integrated into consolidated forecasts
• Identifies risks and opportunities at the total company level to support full-year target attainment
• Builds robust financial models to evaluate enterprise-level strategic initiatives, capital allocation decisions, and investment trade-offs
• Develops accretion/dilution and synergy frameworks for acquisition opportunities
• Evaluates financial scenarios for liquidity, leverage, and covenant compliance with senior leadership
• Supports analysis of debt structure, liquidity, and cash flow implications in a PE-backed environment
• Synthesizes financial and strategic insights into executive- and Board-ready materials
• Supports preparation of Board- and lender-ready materials with a high standard of analytical rigor and precision
• Ensures consistency across consolidated reporting outputs and provides insights into EBITDA, cash flow, and capital structure
• Continuously improves financial processes, automation, and reporting quality
• Drives enterprise-level performance analysis across operating segments and functional areas
• Builds variance analyses explaining performance vs plan, forecast, and prior year
• Evaluates resource allocation and investment returns with a total-company lens
• Identifies cost optimization and margin expansion opportunities while maintaining growth objectives
• Develops dashboards and reporting frameworks that improve enterprise-wide accountability

Skills

Financial modeling

Scenario analysis

Cash flow forecasting

Executive communication

SaaS finance knowledge

Excel proficiency

Tools

NSPB

Job description

IQTalent Partners partners with a PE-backed healthcare technology company to seek a Senior FP&A Analyst. The role centers on consolidated forecasting, cash flow modeling, and Board/lender reporting with a focus on complex SaaS finance and performance analytics in a fast-paced, growth-oriented environment.

The candidate will own operating models across revenue, costs, working capital, and cash flow, and develop enterprise-level scenarios to drive strategic decisions and financial discipline at