FP&A Analyst
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-02
-
Finance & Banking
Financial Analyst, Financial Reporting, Corporate Finance
About the Role
We're looking for an FP&A Analyst to join our Finance team and help drive the financial planning, reporting, and analysis that support the company's growth and profitability goals. You'll own key financial models and reporting processes that connect operational data across the business to our revenue, spend, and performance targets. This role sits at the center of Finance, translating operational metrics into financial insight and helping leadership make smarter, faster decisions about where to invest.
This role reports to the head of FP&A.
- Learn our company structure, systems, and monthly close/forecast calendar.
- Build core reporting (monthly variance analysis, KPI dashboards, and budget-vs-actual reviews) with support from the FP&A Lead.
- Build relationships with key stakeholders across departments and sit in on their team's planning reviews.
- Get up to speed on our current-year budget assumptions and key business drivers.
- Independently own a forecast cycle end-to-end, including headcount and departmental spend.
- Be a primary finance point of contact for business leaders, fielding their ad hoc requests and proactively flagging risks/opportunities in their numbers.
- Deliver your first full board or business review package section.
- Be fully embedded as a trusted advisor to business leadership, influencing decisions on hiring pace, budget allocation, or investment priorities.
- Lead a cross-functional analysis from scratch (e.g., new initiative economics, ROI deep-dive, or process redesign impact).
- Have implemented at least one process improvement that measurably reduces manual effort or improves forecast accuracy.
- Support pricing, unit economics, and new market or investment cases as needed.
- 2–5 years of experience in FP&A, investment banking, corporate finance, consulting, or a related analytical field, ideally at a SaaS or subscription-based company.
- Strong grasp of SaaS and business performance metrics and how they connect to overall company performance.
- Advanced Excel/Google Sheets modeling skills; experience with FP&A/EPM tools a plus.
- Familiarity with CRM or ERP systems, and comfort pulling and validating operational data.
- Excellent communication skills: able to translate financial analysis into clear, actionable recommendations for non-finance stakeholders.
- Detail-oriented with strong organizational skills; comfortable managing multiple deadlines (monthly close, forecast cycles, board prep) simultaneously.
Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.
What’s In It For You?- Remote Flexibility:
Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly. - Unforgettable Off-Sites:
Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas. - Paid Time Off:
Enjoy flexible PTO days yearly for relaxation and rejuvenation. - Stock Options:
Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package. - Home Office Setup:
Create your ideal workspace with a dedicated budget for home office essentials. - Work Trip Budget:
Grow personally and professionally with a budget for work-related trips and co-working. - Health Coverage:
Prioritize your well-being with comprehensive health and dental insurance plans.
Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).