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FP&A Analyst
We are seeking a strategic, data-driven FP&A Analyst to join our finance team and partner closely with our Customer Success organization. The FP&A Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. This role is critical to driving insights that optimize customer retention, expansion, and long-term value creation.
________________________________________
Key Responsibilities
• Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
• Develop and maintain financial models for various business units and projects.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Serve as the primary finance business partner to the Customer Success team, aligning financial insights with operational KPIs including Net Revenue Retention (NRR), Gross Retention, and customer health metrics.
• Develop frameworks to evaluate ROI on Customer Success programs, including onboarding, renewals, and tech stack investments.
• Support business with ad-hoc analysis, scenario planning, and business case development.
• Continuously improve financial processes, tooling, and systems for greater efficiency and accuracy in Customer Success reporting.
________________________________________
Basic Qualifications
• Bachelor’s degree in Finance, Accounting, or a related field.
• 1-3 years of experience in FP&A or financial analysis, ideally in a SaaS or tech-enabled environment.
• Strong financial modeling and analytical skills with proficiency in Microsoft Excel.
• Excellent communication and interpersonal skills, with a demonstrated ability to partner cross-functionally.
• Solid understanding of financial statements and accounting principles.
• Business mindset with attention to detail and the ability to work both independently and collaboratively.
________________________________________
Preferred Qualifications
• Familiarity with SaaS metrics (e.g., ARR, churn, GRR, NRR).
• Basic knowledge of SQL and experience working with data warehouses like Snowflake.
• Proficiency in BI/reporting tools such as Power BI or Tableau.
• Experience supporting Customer Success, Sales, or RevOps functions.
• Experience in a private equity-backed or high-growth SaaS company.
We are seeking a strategic, data-driven FP&A Analyst to join our finance team and partner closely with our Customer Success organization. The FP&A Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. This role is critical to driving insights that optimize customer retention, expansion, and long-term value creation.
________________________________________
Key Responsibilities
• Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
• Develop and maintain financial models for various business units and projects.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Serve as the primary finance business partner to the Customer Success team, aligning financial insights with operational KPIs including Net Revenue Retention (NRR), Gross Retention, and customer health metrics.
• Develop frameworks to evaluate ROI on Customer Success programs, including onboarding, renewals, and tech stack investments.
• Support business with ad-hoc analysis, scenario planning, and business case development.
• Continuously improve financial processes, tooling, and systems for greater efficiency and accuracy in Customer Success reporting.
________________________________________
Basic Qualifications
• Bachelor’s degree in Finance, Accounting, or a related field.
• 1-3 years of experience in FP&A or financial analysis, ideally in a SaaS or tech-enabled environment.
• Strong financial modeling and analytical skills with proficiency in Microsoft Excel.
• Excellent communication and interpersonal skills, with a demonstrated ability to partner cross-functionally.
• Solid understanding of financial statements and accounting principles.
• Business mindset with attention to detail and the ability to work both independently and collaboratively.
________________________________________
Preferred Qualifications
• Familiarity with SaaS metrics (e.g., ARR, churn, GRR, NRR).
• Basic knowledge of SQL and experience working with data warehouses like Snowflake.
• Proficiency in BI/reporting tools such as Power BI or Tableau.
• Experience supporting Customer Success, Sales, or RevOps functions.
• Experience in a private equity-backed or high-growth SaaS company.
Quickbase Boston, Massachusetts, USA Office
Great downtown location - easily accessible by car or MBTA busses and T!
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
