The FP&A Senior Analyst will assist in financial forecasting, budgeting, and analysis to guide strategic decision-making for the Product organization.
FP&A Senior Analyst
We are seeking a strategic, business-oriented FP&A Senior Analyst to join our finance team and partner closely with our Product organization. The FP&A Senior Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. This role is critical in bringing financial analysis to product strategy, roadmap planning, and R&D investment decisions.
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.
- Act as the primary finance partner to the Product team—supporting roadmap prioritization, resource planning, and initiative-level ROI assessments.
- Build and maintain financial models to support budgeting, forecasting, and long-range planning for Product and R&D functions.
- Support monthly reporting and variance analysis; translate performance metrics into actionable insights for Product and Finance leadership.
Basic Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3+ years of FP&A, investment banking, or financial consulting experience; ideally in a SaaS or tech environment.
- Strong financial modeling and analytical skills with advanced Excel proficiency.
- Exceptional communication skills with the ability to influence cross-functional stakeholders.
- Sound 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, product gross margin, retention).
- Working knowledge of SQL and experience using data tools (e.g., Snowflake, Power BI, Tableau).
- Experience supporting Product, R&D, or Engineering organizations.
- Exposure to development cycles and software capitalization practices.
Top Skills
Excel
Power BI
Snowflake
SQL
Tableau
Quickbase Boston, Massachusetts, USA Office
Great downtown location - easily accessible by car or MBTA busses and T!
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