FP&A Specialist

Overview

FP&A Specialist
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.

This is a 2-3 month contract position, paying between $45-$55/hour (depending on experience).

• 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.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA or CFA is a plus.
• 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/Rev Ops systems).
• Excellent communication (written and verbal) and interpersonal skills.

For immediate consideration, interested and qualified candidates should send their resume to Jenny at