Lead FP&A Analyst

United StatesRemoteFull-timelead

Finance & AccountingFP&A Analyst

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Quick Summary

Requirements Summary

4+ years of experience in FP&A, finance, investment banking, consulting, business operations, or another highly analytical field.

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Finance & AccountingFP&A Analyst

This is a full-time remote role within a Go-To-Market finance organization, serving as a trusted financial partner to business leadership. The position focuses on translating business performance into actionable insights and supporting disciplined planning, forecasting, and investment decisions. You will own forecasting and budgeting processes while developing financial models that support headcount, operating expenses, and strategic investments. The role offers exposure to senior leaders and requires close collaboration across Sales, Marketing, Implementation, Customer Success, Accounting, Data, Revenue Operations, People, and Corporate FP&A. You will also improve reporting, dashboards, data quality, and process automation to make financial planning more scalable and effective. This opportunity is well suited to an analytical finance professional who combines strong modeling skills with business judgment and an AI-driven approach to improving workflows.

Own monthly, quarterly, and annual forecasting processes for assigned Go-To-Market functions, ensuring assumptions and projections are accurate, timely, and aligned with business priorities.
Lead budget-versus-actuals analysis, identify key financial and operational drivers, and communicate actionable recommendations to business partners.
Build and maintain financial models covering headcount, operating expenses, and other Go-To-Market investments.
Partner with functional leaders to develop annual plans, quarterly outlooks, scenario analyses, and workforce investment plans.
Develop a strong understanding of Go-To-Market operating metrics, including pipeline, retention, churn, implementation activity, sales efficiency, capacity, and productivity.
Prepare recurring financial reporting and executive-ready materials for leadership reviews, operating meetings, and board-related requests.
Reconcile financial and operational data across multiple systems, investigate discrepancies, and improve data quality, consistency, and controls.
Support headcount planning, hiring analysis, capacity modeling, and workforce investment decisions across Go-To-Market teams.
Create and improve dashboards, reporting tools, and analytical processes that make business performance easier to understand and act upon.
Identify opportunities to automate manual workflows and improve the scalability, accuracy, and timeliness of FP&A processes.
Collaborate with Accounting, Data, Revenue Operations, People, and Corporate FP&A teams to align assumptions, definitions, reporting, and financial insights.
Provide ad hoc analysis and decision support for strategic initiatives, investment cases, and other high-priority business needs.

Requirements

~2 min read

4+ years of experience in FP&A, finance, investment banking, consulting, business operations, or another highly analytical field.
Strong financial modeling capabilities and advanced proficiency in Excel and Google Sheets; experience with HEX is a plus.
Demonstrated experience with forecasting, budgeting, variance analysis, scenario modeling, and executive-level reporting.
Ability to connect financial results with operational drivers and explain complex analysis clearly to non-finance stakeholders.
Experience partnering with senior business leaders and constructively challenging assumptions when appropriate.
Strong analytical, problem-solving, organizational, and project-management skills, with a high level of ownership and attention to detail.
Comfortable working with large, imperfect datasets and reconciling information across multiple systems.
Excellent written and verbal communication skills, with the ability to turn complex analysis into practical, decision-useful insights.
Sound business judgment and a bias toward actionable analysis and measurable outcomes.
AI-native mindset with demonstrated experience using AI to improve workflows, analysis, or productivity.
Experience in a high-growth SaaS, technology, or subscription-based business is preferred.
Familiarity with SaaS and Go-To-Market metrics such as ARR, retention, churn, bookings, pipeline, capacity, and productivity is preferred.
Experience with systems such as Salesforce, NetSuite, Pigment, Snowflake, Tableau, or SQL-based analytics environments is preferred.
Experience supporting Sales, Marketing, Implementation, Customer Success, or other post-sales organizations is preferred.
Experience building scalable reporting, dashboards, or automated planning workflows is an advantage.