As an FP&A Senior Analyst, you will maintain financial models, analyze data for strategic insights, and communicate findings to stakeholders, supporting business performance and investment decisions.
About the Role
The Senior Analyst will join the Finance team in a highly visible role, reporting directly to the Director of FP&A. This role is at the center of major decision-making and requires interaction with all levels of the organization, including the CEO and CFO. You will maintain sophisticated financial models, uncover strategic insights through data analysis, and communicate key findings to internal stakeholders and investors. This is an opportunity for a sharp, motivated individual to grow within the FP&A function, while honing analytical, financial modeling, and interpersonal skills in a growing SaaS business.
Candidates must have 2+ years of SaaS industry experience focused on SaaS-specific metrics including ARR, MRR, customer churn, LTV, and CAC.
This position is a hybrid work schedule that requires a minimum of three days per week in our Boston office.
Team Dynamic
Validity is a private equity-backed SaaS organization with thousands of customers spanning multiple regions and product lines. The FP&A team is responsible for illustrating the financial story to internal and external stakeholders, developing best-in-class SaaS analytics, and collaborating with the business to drive performance. We are looking for a driven candidate who is independently motivated and able to dive into data, organize results, clearly communicate performance, and deliver value through increasingly accurate driver-based projections and cash flow modeling.
Position Duties and Responsibilities
The Senior Analyst will join the Finance team in a highly visible role, reporting directly to the Director of FP&A. This role is at the center of major decision-making and requires interaction with all levels of the organization, including the CEO and CFO. You will maintain sophisticated financial models, uncover strategic insights through data analysis, and communicate key findings to internal stakeholders and investors. This is an opportunity for a sharp, motivated individual to grow within the FP&A function, while honing analytical, financial modeling, and interpersonal skills in a growing SaaS business.
Candidates must have 2+ years of SaaS industry experience focused on SaaS-specific metrics including ARR, MRR, customer churn, LTV, and CAC.
This position is a hybrid work schedule that requires a minimum of three days per week in our Boston office.
Team Dynamic
Validity is a private equity-backed SaaS organization with thousands of customers spanning multiple regions and product lines. The FP&A team is responsible for illustrating the financial story to internal and external stakeholders, developing best-in-class SaaS analytics, and collaborating with the business to drive performance. We are looking for a driven candidate who is independently motivated and able to dive into data, organize results, clearly communicate performance, and deliver value through increasingly accurate driver-based projections and cash flow modeling.
Position Duties and Responsibilities
- Maintain the long-term financial model, with an emphasis on improving the top line drivers using data, enhancing integrated cash flow projections, and increasing real-time forecast accuracy
- Build a deep understanding of the lead lifecycle and implement investor-facing, top-of-funnel reporting that will guide investment decisions and optimize go to market productivity
- Support growth initiatives by delivering insights on the customer journey that help identify opportunities to improve NRR and lifetime value; provide thorough analysis of changes in the customer base
- Act as a trusted business advisor to the functional leaders by delivering consistent and accurate reporting, and supporting thoughtful investments organized in the financial model
- Generate ad-hoc analyses as required, leveraging a strong understanding of the underlying business requirements to distill robust data analysis into clear, effective output
- Enhance visibility into business performance by deploying interactive KPI reporting and automating as much as possible
- 4+ years of experience in finance or business analysis
- 2+ years of SaaS industry experience with an understanding of SaaS-specific metrics including ARR, MRR, customer churn, LTV, and CAC.
- Experience with ERP (NetSuite), CRM (Salesforce), and Planning software (Adaptive Insights).
- Strong understanding of financial statements (Income Statement, Balance Sheet, Cash Flow)
- Advanced Excel skills (financial modeling, lookup & reference formulas, data summarization, etc.)
- Experience extracting insights from data warehouses using SQL/Python and/or BI tools such as Tableau
- A desire to learn and immerse yourself in the role to better understand the business and its performance drivers
- Motivated to grow and progress your career in the FP&A organization
- Excellent attention to detail and commitment to accuracy
- Proven ability to operate independently and manage competing priorities in a fast-paced environment
- Effective written and verbal communicator, comfortable interacting with a variety of audiences within the organization, and a strong team player
- BA/BS Degree in Finance, Accounting, or a Quantitative field
Top Skills
Adaptive Insights
Excel
NetSuite
Python
Salesforce
SQL
Tableau
Validity Inc. Boston, Massachusetts, USA Office
100 Summer St, Suite 2900, Boston, MA, United States, 02110
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