Sr. FP&A Associate/Manager

Cority; United States; Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

Home office and internet allowances

Competitive health and dental plans

Annual fitness and training allowances

Access to Udemy and internal development programs

Mental health support via Calm and Talkspace

Job summary

A leading EHS technology firm in the United States is seeking an FP&A professional to join their finance team. In this role, you will contribute to financial planning processes and own key reporting metrics. Responsibilities include financial reporting, budget support, and M&A analysis. The ideal candidate has 4-7 years of experience, solid SaaS fluency, and strong analytical skills. This position offers a remote-first work environment with a comprehensive benefits package.

Qualifications

• 4–7 years of experience in FP&A, strategic finance, investment banking, or PE-backed environments.
• Experience supporting or executing M&A processes (diligence, integration, or both).
• Exposure to PE-backed companies and familiarity with investor reporting requirements.

Responsibilities

• Own monthly and quarterly financial reporting, including variance analysis and KPI dashboards.
• Support annual budgeting and rolling forecast processes across the business.
• Prepare Board and investor materials, including monthly reporting packages for PE sponsors.

Skills

Strong SaaS fluency

Advanced AI and Excel modeling skills

Strong communicator

Highly organized and detail-oriented

Tools

Vena

Power BI

Claude

Job description

Cority is a global enterprise EHS SaaS provider with over 35 years of experience delivering industry-leading technology in 100 countries. Backed by private equity, we are a high-growth business focused on operational excellence, strategic expansion, and delivering exceptional client outcomes. To learn more visit www.cority.com

Role Overview

We are looking for a sharp, driven FP&A professional to join our finance team. In this role, you will support core financial planning processes, own ARR and SaaS metrics reporting, and play an active role in M&A diligence and integration work. You\'ll partner closely with senior leadership and PE sponsors to deliver insights that drive strategic decisions.

Key Responsibilities

• Own monthly and quarterly financial reporting, including variance analysis and KPI dashboards for senior management and the Board
• Support annual budgeting and rolling forecast processes across the business
• Maintain and evolve ARR reporting, including bookings, churn, expansion, and net revenue retention metrics
• Build and maintain financial models for scenario planning, long-range planning, and business performance analysis

Strategic & PE Support

• Prepare Board and investor materials, including monthly reporting packages for PE sponsors
• Partner with leadership on strategic initiatives, providing financial analysis to support key investment and business model decisions
• Track and report on operational KPIs and leading indicators tied to business performance

M&A

• Support M&A diligence processes, including financial analysis, data room preparation, and target company assessment
• Assist with post-acquisition integration, including financial reporting alignment and model consolidation

Process & Tools

• Drive continuous improvement in reporting processes, templates, and automation (Vena, Power BI)
• Enable self-serve reporting capabilities across the organization

Qualifications

• 4–7 years of experience in FP&A, strategic finance, investment banking, or PE-backed environments
• Strong SaaS fluency — deep understanding of ARR, MRR, churn, NRR, LTV/CAC, and related metrics
• Experience supporting or executing M&A processes (diligence, integration, or both)
• Exposure to PE-backed companies and familiarity with investor reporting requirements
• Advanced AI and Excel modeling skills; experience with Claude, Vena, Power BI, or similar tools is a plus
• Strong communicator — able to distill complex analysis into clear, concise insights for exec and Board audiences
• Highly organized, detail-oriented, and comfortable working in a fast-moving, unstructured environment

What We Offer

• Remote-first work environment with home office and internet allowances
• Competitive health, dental, and retirement savings plans (RRSP / 401K)
• Annual fitness and training allowances
• Access to Udemy, internal development programs, and mentorship opportunities
• Mental health support via Calm and Talkspace

Cority is an equal opportunity employer committed to diversity and inclusion. Accommodation requests can be directed to [e-mail].