About this opportunity
Confidential lists this Sr. FP&A Analyst (SaaS required) - New York (Hybrid - 140K) opportunity in new york city (brooklyn), New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
NYC | HYBRID - 3 days per week in NYC . Unable to sponsor, must have perm work authorization.
*Only local candidates currently residing within the NYC metropolitan area will be considered.
This bonus-eligible role will support a very small team for financial planning, analysis, and reporting across corporate operations and multiple subsidiaries. This requires someone who can work independently and is self directed. The Sr. FP&A Analyst will play a key role in assisting with forecasting, budgeting, and performance analysis while providing data-driven insights for SaaS to support strategic and operational decision-making. This individual will partner closely with subsidiary finance teams and corporate stakeholders to ensure accurate financial reporting, thoughtful analysis, and consistent financial processes across the organization.
This is a hands-on role that requires strong attention to detail, intellectual curiosity, and a willingness to work deeply in the data. This role also provides the opportunity to contribute to the continued development of a formal FP&A function, including enhancing financial models, reporting frameworks, and analytical tools used by leadership to evaluate performance and support strategic decision-making.
Key Responsibilities
Support variance analysis and forecast updates across business units
Assist with key assumptions like churn, ARR, MRR, Rev Rec 606 / GAAP and Net Rev (NRR)
Support the annual budgeting process, including gathering inputs, validating assumptions, and tracking timelines.
Forecasting and reforecasting based on monthly closes, highlighting risks.
Maintain and enhance financial models for scenario planning, and decision support
Partner with business unit finance teams to collect data and ensure consistency in reporting
Support ad hoc financial analyses and modeling requests from leadership
Assist in developing dashboards and reporting for key performance indicators such as revenue, bookings, and margins
Prepare materials for quarterly business reviews and leadership presentations
Identify opportunities to improve reporting, data quality, and FP&A processes
Contribute to standardized reporting frameworks and best practices
Support the use of automation and emerging analytics tools to enhance reporting and forecasting
Qualifications:
Minimum 3 years of financial analysis (FP&A) experience, preferably in SaaS or multi-business unit environments.
Experience in FP&A or corporate finance required (seeking Finance over Accounting )
Strong financial modeling and analytical skills
Experience with ERP and planning tools (e.g., Oracle, NetSuite, Adaptive) preferred
Consulting or SaaS healthcare technology experience
Basic understanding of SaaS metrics (ARR, bookings, churn, margins) preferred
Strong communication and collaboration skills with the ability to work cross-functionally
Ability to collaborate HYBRID 3 days per week in the New York City corporate office .
Ability to pass a background check and / or drug screening is required.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.