Strategic FP&A Analyst: SaaS, AI-Driven Forecasting

Actionstep; United States; Remote; USD 90.000 - 100.000; Vollzeit

Benefits dieser Stelle

Robust medical, dental, vision

401K with company match

Flexible working and PTO

Take your birthday off

Frequent team building events

Training and development opportunities

$90-100k base plus variable

Zusammenfassung

Actionstep, a SaaS company delivering Legal Practice Management software, is seeking a Strategic Finance Analyst to join the Finance team in the United States. This role focuses on FP&A, forecasting, profitability, gross margin analysis, and commission calculations across Sales, Partner, and Operations.

You will report to the VP of Finance and collaborate closely with Finance and RevOps. You will build clean, reliable models, analyze data, and communicate insights that inform planning and

Qualifikationen

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 1–3 years of proven FP&A or financial analysis experience.
• Strong Excel skills with advanced formulas and modeling.
• Working knowledge of SQL and willingness to learn more.
• Ability to present financial data clearly to varied audiences.
• Experience with SaaS or subscription businesses is a plus.

Aufgaben

• Support annual budgets and rolling forecasts with analysis.
• Conduct variance analysis and profitability assessments.
• Build financial models including scenario and sensitivity analyses, leveraging AI tools.
• Contribute to board and exec reporting with data-driven insights.
• Automate recurring deliverables and maintain data infrastructure.

Kenntnisse

Excel

SQL

Financial modeling

Analytical skills

ERP systems

Ausbildung

Bachelor's degree in Finance/Accounting/Economics

Tools

NetSuite

Power BI

Snowflake

Jobbeschreibung

Actionstep, a SaaS company delivering Legal Practice Management software, is seeking a Strategic Finance Analyst to join the Finance team in the United States. This role focuses on FP&A, forecasting, profitability, gross margin analysis, and commission calculations across Sales, Partner, and Operations.

You will report to the VP of Finance and collaborate closely with Finance and RevOps. You will build clean, reliable models, analyze data, and communicate insights that inform planning and