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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