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Fp&a specialist

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Daley and Associates

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Location:
United States , Boston

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Category:

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Contract Type:
Not provided

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Salary:

45.00 - 55.00 USD / Hour

Job Description:

We are currently seeking candidates for a FP&A Specialist opportunity with a growing SaaS organization offering 100% REMOTE flexibility (must be located on EST). The FP&A Specialist will support advanced financial modeling, monthly forecasting processes, SaaS ARR data management, and systems-integration work across Salesforce, Sage Intacct, and Maxio. The ideal candidate will have 5-8+ years of FP&A experience, including strong SaaS industry experience.

Job Responsibility:

  • Enhance, maintain, and streamline complex Excel-based financial models (actuals, forecasts, and budgets), ensuring accuracy and operational usability
  • Perform monthly updates to financial models, incorporating actuals, budgets, headcount, operating expenses, and ARR data across the full three-statement model (P&L, Balance Sheet, Cash Flow)
  • Identify opportunities to automate manual processes using advanced Excel tools (Power Query, macros, data connections, etc.) to improve efficiency and reporting consistency
  • Maintain, validate, and improve the ARR and customer subscription database, ensuring accurate tracking of cohorts, bookings, renewals, churn, expansions, and other SaaS metrics
  • Reconcile, align, and troubleshoot data discrepancies across Salesforce, Sage Intacct, and Maxio as part of a system-integration and data-quality initiative
  • Provide ad hoc financial analysis, deep dives, variance reviews, and model enhancements as needed during peak budgeting months

Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field required
  • 5–8+ years of FP&A, financial modeling, or related finance experience
  • SaaS experience is required, including hands-on exposure to subscription/ARR modeling, SaaS KPIs, and revenue mechanics
  • Expert-level Excel skills with extensive experience building, enhancing, and troubleshooting complex financial models
  • Strong understanding of SaaS ARR mechanics and SaaS KPI frameworks (retention, expansion, cohort analysis, CAC payback, LTV, etc.)
  • Hands-on experience with Salesforce, Sage Intacct, and Maxio highly preferred (or strong aptitude for quickly learning financial/RevOps systems)
  • Excellent communication (written and verbal) and interpersonal skills

Nice to have:

MBA or CFA is a plus

Additional Information:

Job Posted:
January 13, 2026

Work Type:
Remote work
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