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Accesssoftek2mo ago

Senior FP&A & Strategic Finance (SaaS)

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OtherStrategic Finance
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Quick Summary

Overview

Access Softek is a leader in the digital banking software space. We are seeking a high-agency finance professional to take ownership of our financial modeling, reporting infrastructure,

Technical Tools
OtherStrategic Finance
Access Softek is a leader in the digital banking software space. We are seeking a high-agency finance professional to take ownership of our financial modeling, reporting infrastructure, and strategic analysis. This is not a traditional maintenance role. We are in a transitional phase—moving from QB Desktop to QBO, redefining our Chart of Accounts, and managing a financial carve-out of a historical business unit from our main operations. You will step in to replace an external consulting firm, bringing high-level work in-house and serving as the "owner of the truth" for our financial data. 
 
We need a "Strategic Modeler"—someone who possesses elite Excel skills but uses them to tell a clear business story. You will be responsible for ensuring our financials are accurate at all times, handling complex revenue recognition, and providing the executive team with a clear view of SaaS metrics (ARR, NRR, Gross Margin) without needing 48 hours to clean the data first.
 
This position is remote, full-time, and requires overlap with US Pacific daytime hours.
 
  • Own and manage the QuickBooks Online environment
  • Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting
  • Execute the financial separation of consulting business from the main FinTech entity
  • Develop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entities
  • Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn
  • Perform NRR and GRR analysis with clear understanding of what's driving the numbers
  • Maintain a live, audit-ready database of all customer contracts
  • Ensure billing in QBO matches recognized revenue in our models
  • Allocate costs to products and clients to understand unit economics and provide guidance on strategic decisions
  • Track headcount costs and allocation across R&D, COGS, and OpEx
  • 5+ years of experience in FP&A, Corporate Finance, or Transaction Advisory
  • Experience with QuickBooks Online is required
  • Advanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot Tables
  • Understanding of Deferred Revenue, revenue recognition principles, and ASC 606
  • Strong knowledge of B2B SaaS economics (you know that "Bookings" are not "Revenue")
  • Ability to spot when numbers "look wrong" and sanity-check data against business logic
  • Comfortable working with ambiguity and turning raw data into boardroom-ready outputs
  • High autonomy — can work independently with minimal supervision
  • Proficient English (written and verbal)
  • Big 4 / FDD experience is a strong plus
  • Background in Software/SaaS or Fintech is heavily preferred
  • Experience with Power Query to clean messy export data is a plus
  • Remote-friendly role, depending on location eligibility
  • Long-term employment
  • Competitive salary 
  • Paid vacation and days off on national holidays
  • Paid sick leave and internal medical insurance policy
  • Mental health coverage
  • Compensation for training and additional education
  • Community of practice, regular knowledge sharing among colleagues
  • Provision of computer equipment if necessary
  • Internet compensation (50$ per month)

    • Listing Details

    Posted
    February 6, 2026
    First seen
    March 26, 2026
    Last seen
    April 24, 2026

    Posting Health

    Days active
    29
    Repost count
    0
    Trust Level
    32%
    Scored at
    April 24, 2026

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