FP&A Analyst
Core
Owns the company's core financial model, accounting, forecasts, and analysis to drive strategic decisions for senior leadership, the board, and investors.
Role type
Senior FP&A Analyst (Strategic Finance & M&A)
Builds
Integrated three-statement operating model, acquisition valuations, pro-forma models, and business review narratives.
Domain
SaaS / AI / Financial Services
Required skills
Integrated three-statement modeling, SaaS revenue recognition, bottom-up forecasting, driver-based long-term modeling, M&A valuation and purchase accounting, business acumen, Google Sheets/Excel mastery, AI tooling for automation
Preferred skills
Experience with complex global financial systems, deep understanding of SaaS unit economics, ability to pressure-test assumptions
Technologies
Google Sheets, Excel, AI tools for automation
Responsibilities
Build and maintain the core three-statement and operating model with scenario and sensitivity layers; Build valuations, scenarios, and pro-forma models for acquisition evaluation and due diligence; Drive substance of monthly, quarterly, and annual business reviews for senior management and investors; Diagnose metric movements and pressure-test assumptions to provide actionable recommendations; Use AI and spreadsheet automation to compress cycle time and harden data validation