Sr. FP&A Analyst - New York (Hybrid - 140K)

Confidential; New York (NY); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

Confidential in New York City is seeking a Sr. FP&A Analyst to support forecasting, budgeting, and performance analysis across corporate operations and subsidiaries.

This hands-on role partners with subsidiary finance teams to ensure accurate reporting and standardized processes. The analyst will build and enhance models, dashboards, and reporting frameworks to enable leadership to make data-driven decisions.

Qualifications

• Minimum 3 years of FP&A experience, ideally in SaaS or multi-unit environments.
• Strong financial modeling and analytical skills.
• Experience with ERP and planning tools preferred.

Responsibilities

• Support variance analysis and forecast updates across business units.
• Assist with churn, ARR, MRR, Rev Rec 606/GAAP and Net Revenue (NRR).
• Participate in annual budgeting; gather inputs and track timelines.
• Forecast and reforecast based on monthly closes; highlight risks.
• Maintain and enhance financial models for scenario planning.

Skills

Financial analysis

Financial modeling

Variance analysis

Cross-functional collaboration

Communication

SaaS metrics knowledge

Tools

Oracle ERP

NetSuite

Adaptive Planning

Job description

NYC | HYBRID - 3 days per week in NYC. Unable to sponsor, must have perm work authorization.

*Only local candidates currently residing within the NYC metropolitan area will be considered.

This bonus-eligible role will support a very small team for financial planning, analysis, and reporting across corporate operations and multiple subsidiaries. This requires someone who can work independently and is self directed. The Sr. FP&A Analyst will play a key role in assisting with forecasting, budgeting, and performance analysis while providing data-driven insights for SaaS to support strategic and operational decision-making. This individual will partner closely with subsidiary finance teams and corporate stakeholders to ensure accurate financial reporting, thoughtful analysis, and consistent financial processes across the organization.

This is a hands-on role that requires strong attention to detail, intellectual curiosity, and a willingness to work deeply in the data. This role also provides the opportunity to contribute to the continued development of a formal FP&A function, including enhancing financial models, reporting frameworks, and analytical tools used by leadership to evaluate performance and support strategic decision-making.

Key Responsibilities

• Support variance analysis and forecast updates across business units
• Assist with key assumptions like churn, ARR, MRR, Rev Rec 606 / GAAP and Net Rev (NRR)
• Support the annual budgeting process, including gathering inputs, validating assumptions, and tracking timelines.
• Forecasting and reforecasting based on monthly closes, highlighting risks.
• Maintain and enhance financial models for scenario planning, and decision support
• Partner with business unit finance teams to collect data and ensure consistency in reporting
• Support ad hoc financial analyses and modeling requests from leadership
• Assist in developing dashboards and reporting for key performance indicators such as revenue, bookings, and margins
• Prepare materials for quarterly business reviews and leadership presentations
• Identify opportunities to improve reporting, data quality, and FP&A processes
• Contribute to standardized reporting frameworks and best practices
• Support the use of automation and emerging analytics tools to enhance reporting and forecasting

Qualifications:

• Minimum 3 years of financial analysis (FP&A) experience, preferably in SaaS or multi-business unit environments.
• Experience in FP&A or corporate finance required (seeking Finance over Accounting)
• Strong financial modeling and analytical skills
• Experience with ERP and planning tools (e.g., Oracle, NetSuite, Adaptive) preferred
• Consulting or SaaS healthcare technology experience
• Basic understanding of SaaS metrics (ARR, bookings, churn, margins) preferred
• Strong communication and collaboration skills with the ability to work cross-functionally
• Ability to collaborate HYBRID 3 days per week in the New York City corporate office.
• Ability to pass a background check and / or drug screening is required.