Sr. FP&A Analyst - SaaS (NYC Hybrid)
Confidential Jobs, New York, NY, United States
NYC | HYBRID - 3 days per week . Unable to sponsor, must have permanent work authorization.
*Only local candidates currently within the NYC metropolitan area will be considered.
This role will support financial planning, analysis, and reporting across corporate operations and multiple subsidiaries. The Sr. FP&A Analyst will play a key role in assisting with forecasting, budgeting, and performance analysis while providing data-driven insights 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 the monthly close process, including variance analysis and forecast updates across business units
Assist with capital planning, approvals, and forecasting activities
Support the annual budgeting process, including gathering inputs, validating assumptions, and tracking timelines
Maintain and enhance financial models used for forecasting, 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
Bachelor’s degree in Finance, Accounting, or related field; MBA, CFA, or CPA is a plus
Minimum 3 years of financial analysis (FP&A) experience, preferably in SaaS, healthcare technology, or multi‑entity environments
Experience in FP&A or corporate finance is preferred
Strong financial modeling and analytical skills
Experience with ERP and planning tools (e.g., Oracle, NetSuite, Adaptive) preferred
Familiarity with BI/data visualization tools (e.g., Power BI, Looker) is a plus
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 onsite up to 3 days per week in the New York City corporate office.
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*Only local candidates currently within the NYC metropolitan area will be considered.
This role will support financial planning, analysis, and reporting across corporate operations and multiple subsidiaries. The Sr. FP&A Analyst will play a key role in assisting with forecasting, budgeting, and performance analysis while providing data-driven insights 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 the monthly close process, including variance analysis and forecast updates across business units
Assist with capital planning, approvals, and forecasting activities
Support the annual budgeting process, including gathering inputs, validating assumptions, and tracking timelines
Maintain and enhance financial models used for forecasting, 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
Bachelor’s degree in Finance, Accounting, or related field; MBA, CFA, or CPA is a plus
Minimum 3 years of financial analysis (FP&A) experience, preferably in SaaS, healthcare technology, or multi‑entity environments
Experience in FP&A or corporate finance is preferred
Strong financial modeling and analytical skills
Experience with ERP and planning tools (e.g., Oracle, NetSuite, Adaptive) preferred
Familiarity with BI/data visualization tools (e.g., Power BI, Looker) is a plus
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 onsite up to 3 days per week in the New York City corporate office.
#J-18808-Ljbffr