Financial Planning & Analysis Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the modeling and mechanics of the company-wide P&L and balance sheet forecasting.

• Collaborate with the CFO on critical assumptions, strategic priorities, and recommendations.

• Develop driver-based and scenario models that support strategic decision-making.

• Model billings, deferred revenue, and cash flow for both monthly and annual plans.

• Analyze renewal rates, churn, subscriber demographics, and cohort behavior.

• Work collaboratively across functions on CAC/LTV analysis and unit economics.

• Create financial analyses and materials for board meetings.

• Offer recommendations and maintain an independent perspective on financial outcomes.

• Design and manage the FP&A data and automation framework, including AI support for forecasting, variance analysis, and board reporting.

• Revamp recurring workflows through automation and AI, including review controls.

• Incorporate AI and emerging technologies to enhance forecasting workflows, controls, and documentation.

• Oversee the FP&A calendar and strategic roadmap.

• Provide and prioritize ad hoc analyses and reporting for executive and cross-functional decision-making.

⛳️ Requirements

• 6-10 years of experience in FP&A or corporate finance, preferably within a SaaS or subscription-based organization.

• Experience in reconstructing a recurring finance process using AI or automation, including the ability to explain modifications, validate, and demonstrate savings.

• Understanding of the reliable applications of AI in finance, including reconciliation checks, review steps, and audit trails.

• Proficiency in subscription and SaaS metrics such as ARR, churn, renewal rates, CAC, and LTV.

• A solid technical finance background, including the capability to build and defend a driver-based, three-statement model from the ground up.

• Familiarity with SQL or Python, or a demonstrated eagerness to learn.

• Ability to extract and organize subscription data from billing, CRM, and ERP systems.

• Capacity to design integrated models, data, and workflows with distinct assumptions, consistent metric definitions, and clear documentation.

• Experience in modeling headcount and operating expenses alongside revenue is advantageous.

• Background in FP&A tools beyond Excel, such as Adaptive Insights, Anaplan, or Power BI, is a plus.

• Experience in supporting board reporting or creating fundraising materials directly is a plus.

🏝️ Benefits

• Fully covered health insurance for individual plans.

• 16 weeks of paid parental leave for non-birthing parents.

• 22 weeks of paid maternity leave for birthing parents.

• Unlimited flexible time off.

• Stock options.

• 401(k) matching (for US employees only).

• Annual stipend of $1,000 for learning and development.