Strategic FP&A Lead - SaaS Growth & Forecasting

Remote Jobs; United States; Remote; USD 180,000 - 240,000; Full time

Job summary

Remote Jobs in the United States seeks a commercially driven FP&A leader to oversee budgeting, forecasting, and financial analysis in a private equity-backed SaaS environment. You will partner with CFO, VP of Finance, and Controller to steer planning cycles and provide actionable insights.

Responsibilities include maintaining models, SaaS KPI reporting, and board-ready summaries. You will drive system improvements, align finance with CRM data, and support strategic initiatives through robust

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5 to 10 years FP&A or corporate finance experience.
• Experience in a high-growth or subscription/recurring revenue environment.
• Experience in SaaS or technology companies preferred.
• Strong financial modeling skills in Excel, including budgeting, forecasting, and scenario modeling.
• Experience preparing management- or executive-level reports, board reporting.
• Understanding of subscription revenue metrics such as ARR, MRR, and revenue forecasting.
• Experience working with CRM (e.g., Salesforce) preferred.
• Experience with accounting systems (NetSuite, Sage Intacct, or similar).
• Experience with BI tools (Power BI, Tableau, Looker).
• Strong analytical skills with attention to detail.

Responsibilities

• Lead the annual operating plan (AOP) and rolling forecast process.
• Maintain and enhance integrated financial models (P&L and cash flow; balance sheet exposure preferred but not required as full build ownership).
• Support annual budget preparation and board-level presentation materials.
• Develop driver-based models and scenario analyses to support business decisions.
• Deliver monthly forecast updates incorporating actuals, headcount, operating expenses, and revenue projections.
• Track and analyze recurring revenue metrics (ARR, bookings, churn, retention).
• Support revenue forecasting in partnership with Sales and Revenue teams.
• Provide insights on SaaS unit economics and revenue performance trends.
• Ensure alignment between financial reports and CRM-reported revenue data.
• Prepare monthly and quarterly management reports.
• Deliver variance analysis (budget vs actual, forecast vs actual).
• Build executive dashboards and board-ready financial summaries.
• Support strategic initiatives through financial modeling and investment analysis.
• Coordinate data alignment between finance and CRM systems (e.g., Salesforce and accounting systems).
• Improve reporting accuracy and consistency.
• Streamline financial reporting processes through Excel-based improvements and structured templates.
• Support finance system enhancements as needed.
• Partner with department heads to align budgets with business priorities.
• Provide financial guidance to improve cost efficiency and margin performance.
• Support leadership in decision-making through data-driven insights.

Skills

Financial modeling in Excel

CRM Salesforce

BI tools Power BI Tableau Looker

Strong analytical skills

Strong communication skills

Independent work capability

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Salesforce

NetSuite

Sage Intacct

Power BI

Tableau

Looker

Job description

Remote Jobs in the United States seeks a commercially driven FP&A leader to oversee budgeting, forecasting, and financial analysis in a private equity-backed SaaS environment. You will partner with CFO, VP of Finance, and Controller to steer planning cycles and provide actionable insights.

Responsibilities include maintaining models, SaaS KPI reporting, and board-ready summaries. You will drive system improvements, align finance with CRM data, and support strategic initiatives through robust