Senior FP&A Analyst

Role: Senior FP&A Analyst FLSA: Full Time | Exempt | Salaried | Remote (US) Reports to: Chief Financial Officer Scope of Position: As the Senior FP&A Analyst, you will be responsible for driving financial analysis and strategy as well as preparing the monthly forecast and annual budget. You will provide leadership with analytical support and guidance on key business decisions, finance issues, and projects. Growing SaaS with Private equity ownership and opportunities for interaction with PE Sponsor and M&A activity. Success in this role will be measured by forecast accuracy, quality of financial insights provided to leadership, process improvements implemented, and contribution to strategic growth initiatives. Essential Duties & Responsibilities including but limited to: Prepare monthly reporting packages for CFO and PE submission Support forecasting, budgeting, scenario planning, and strategic projects Maintain and enhance financial planning models, reporting infrastructure, and dashboards across NetSuite, Maxio, Salesforce, Tableau/Power BI, and Excel Facilitate execution of monthly forecasts inclusive of headcount, operational, and capital expenditures Analyze and report on key SaaS operating metrics including ARR, MRR, NRR, churn, CAC, CAC payback, LTV, Rule of 40, and gross retention Partner with Revenue Operations and Sales leadership to evaluate pipeline, bookings, conversion rates, and revenue forecasts Leverage AI-enabled tools and automation technologies to improve reporting efficiency, forecasting accuracy, and financial analysis processes Prepare financial business case recommendations to optimize costs and communicate proposals to senior leadership team Develop financial models, diagnostic tools, or even new analytical methods to identify trends, interpret results, and optimize profit Support preparation of Board of Directors, lender, and private equity investor reporting packages Assist leadership in evaluating strategic initiatives, capital allocation decisions, and acquisition opportunities Present project results, recommendations, and solutions to all levels of leadership. Monitor variances to plan throughout the year, forecasting results and present findings to appropriate parties. Coordinate with all levels of leadership, and various departments to assess needs for financial information, and developing reports, analyses, and tools to meet those needs. Continuously looking for and identify opportunities in the business and present recommendations to leadership. Educate non-finance partners of business concepts and increase the business acumen of departmental leadership. Utilize multiple sources of data to extract, analyze, and report on various items including Sales, ROI on a project, and G&A spend, presents findings and makes their own recommendations on next steps. Other responsibilities as required Required Skills/Abilities Basic GAAP accounting knowledge Strong understanding of SaaS metrics and ASC 606 revenue recognition Excellent analytical, quantitative, written, and verbal communication skills Ability to effectively organize and manage priorities and projects in a fast-paced environment Knowledge of and the ability to proficiently use a PC along with MS Office Suite software Exceptional Excel skills Experience with ChatGPT Pro, Maxio, Tableau/PowerBI, netSuite, SalesForce, & SQL a plus Ability to extract and analyze raw data, draw conclusions, and make actionable recommendations Has a proactive mindset that always looks for and comes forward with solutions whenever faced with setbacks or challenges Ability to perform ROI, profitability and variance analyses Working knowledge and experience in planning, forecasting, and budgeting Skill at presenting financial data to various levels of leadership Ability to quickly react and respond to changes in projects or the business Ability to manage financial data in a confidential and professional manner Minimal travel Education/Experience B.A./B.S. in Finance, Accounting, Business, or related field; or an equivalent in education and experience 4-7 years FP&A, strategic finance, investment banking, consulting, or related experience, with at least 2 years supporting SaaS businesses Total Rewards Package: Full healthcare benefits, including medical, dental, and vision. Supplemental benefits, including STD, LTD, HSA, 401k, etc. Responsible Time Off (PTO) + Holiday Pay Competitive Compensation + Bonus! Excellent culture, growth opportunities, plus much more... What to expect - the Hiring Process! Interview with Human Resources Interview with Hiring Manager Peer Panel Interview Offer of Employment (Background Screening/References) The compensation for this role is based on several factors, including the candidate's experience, education, skills, and alignment with the responsibilities outlined for the role. The anticipated salary range for this role is posted below; with most candidates hired in the mid-range. In addition this position is eligible for up to 10% annual bonus, as well as participation in the companies equity plan. To learn more about the culture & employee experience at Trustwell, check out our LinkedIn or GlassDoor! Trustwell is an equal employment opportunity employer committed to hiring and retaining a diverse workforce. Applicants receive fair and impartial consideration without regard to race, sex, sexual orientation, gender identity, color, religion, national origin, age, disability, veteran status, religion, or other legally protected class. If you need accommodation for any part of the employment process due to a medical condition, or any disability, please contact a member of our human resources team. Acceptable Background and References Required; Upon any conditional offers made by Trustwell. Equal Opportunity Employer/ DFWP/ Affirmative Action Apply To This Job