FP&A Analyst

atIsos TechnologyRemote

Philippines Freelance Financial Planning and Analysis (FP&A)Mid-levelSenior

Posted Sep 1

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

📋 Description

• Take ownership of the annual budget creation and quarterly re-forecasting process for managed services, professional services, and license resale revenue streams.

• Maintain ongoing forecasts for 12–18 months covering revenue, gross margin, operating expenses, headcount, and cash flow.

• Model the growth of recurring revenue, including bookings, renewals, churn, and expansions.

• Predict license renewal volumes and related margins, considering vendor pricing adjustments and billing timing.

• Assist with headcount planning by evaluating contractor versus employee scenarios and modeling utilization-based capacity.

• Prepare monthly financial reporting packages that include budget versus actual versus forecast variance analysis along with narrative commentary.

• Create and sustain executive- and board-level reporting materials for quarterly business reviews.

• Develop and monitor key performance indicators like ARR/MRR, net revenue retention, billable utilization, effective service rates, license margin percentage, and account-level profitability.

• Differentiate gross billings from net revenue in reporting.

• Design and implement self-service dashboards for real-time performance insights.

• Conduct profitability analyses at the account level and for service lines.

• Model pricing scenarios for professional services, tiers of managed services, and license markups.

• Support strategic, scenario, and sensitivity analyses.

• Act as a power user of the DriveTrain FP&A planning platform and NetSuite ERP.

• Ensure model integrity, manage system data pipelines, governance, controls, and maintain version control over planning assumptions.

• Identify, assess, and pilot AI-driven financial workflow automation that delivers measurable ROI.

• Redesign planning, budgeting, and forecasting workflows to eliminate manual spreadsheet processes.

• Document current processes and design future workflows to support finance transformation roadmaps.

• Collaborate with IT, Accounting, and Business Intelligence teams on system integration and controls.

• Partner with Accounting to align forecasting structures with the general ledger and revenue recognition practices.

• Collaborate with the Controller, executive leadership, department heads, delivery leaders, sales, IT, Accounting, and Business Intelligence teams.

⛳️ Requirements

• A bachelor's degree in Finance, Accounting, Economics, or a related field.

• 3–5 years of advancing experience in FP&A, corporate finance, or financial analysis.

• Proficient in advanced Excel / Google Sheets modeling, including complex formulas, scenario structures, and organized model architecture.

• Experience with a mid-market ERP system; NetSuite is highly preferred.

• Proven ability to build forecasts and perform variance analysis from scratch.

• Strong written communication skills with the capability to convert analysis into concise, executive-ready narratives.

• Preferred: Experience in professional services, managed services, IT consulting, or VAR/software resale environments.

• Preferred: Understanding of the differences between gross and net revenue presentation and ASC 606 principal versus agent considerations in a reseller context.

• Preferred: Experience with dedicated planning tools such as DriveTrain, Adaptive, Planful, Anaplan, or similar.

• Preferred: Familiarity with SaaS/recurring revenue metrics including ARR, NRR, churn, and CAC/LTV.

• Preferred: Experience in supporting board or investor reporting.

• A willingness and ability to work extended hours and outside of traditional office hours when necessary.

• Capability to work effectively in a low-distraction remote/work-from-home setting.