Financial Planning & Analysis Lead

Flodesk

. Own the modeling and mechanics of the company-wide P&L and balance-sheet forecast .

Posted 11/5/2026full-timeRemote • United StatesSenior💰 $130,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis (FP&A) with a strong focus on modeling, automation, and AI integration. Proficient in subscription and SaaS metrics, delivering actionable insights for strategic decision-making.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Driver-Based Financial ModelingAI Integration In FinanceSubscription And SaaS Metrics FluencySQL Or Python Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingVariance AnalysisData AutomationScenario ModelingCash Flow AnalysisChurn AnalysisCohort Behavior AnalysisHeadcount ModelingOperating Expense ModelingBoard Reporting

Soft Skills

Strategic ThinkingCross-Functional CollaborationIndependent Point Of ViewCommunication SkillsAnalytical Thinking

Tools & Technologies

Adaptive InsightsAnaplanPower BICRM SystemsERP Systems

Industry Keywords

SaaSSubscription-Based FinanceRecurring RevenueCustomer Acquisition Cost (CAC)Lifetime Value (LTV)

Tech Stack

Tools & technologies

ERPPythonSQL

About the role

Key responsibilities & impact

Own the modeling and mechanics of the company-wide P&L and balance-sheet forecast
Partner with the CFO on key assumptions, priorities, strategy, and recommendations
Build driver-based and scenario models supporting strategic decisions
Model billings, deferred revenue, and cash across monthly and annual plans
Analyze renewal rates, churn, subscriber mix, and cohort behavior
Partner cross-functionally on CAC/LTV analysis and unit economics
Build financial analysis and materials for board meetings
Provide recommendations and an independent point of view on financial results
Design and own the FP&A data and automation layer, including AI support for forecasting, variance analysis, and board reporting
Redesign recurring workflows with automation and AI, including review controls
Integrate AI and emerging technologies to improve forecasting workflows, controls, and documentation
Own the FP&A calendar and strategic roadmap
Deliver and prioritize ad hoc analyses and reporting for executive and cross-functional decisions

Requirements

What you’ll need

6-10 years of experience in FP&A or corporate finance, ideally at a SaaS or subscription-based company
Experience rebuilding a recurring finance process with AI or automation, including explaining changes, validation, and savings
Knowledge of where AI is reliable in finance and where it is not, with reconciliation checks, review steps, and audit trails
Fluency in subscription and SaaS metrics including ARR, churn, renewal rates, CAC, and LTV
Strong technical finance foundation, including building and defending a driver-based, three-statement model from scratch
Comfort with SQL or Python, or demonstrated willingness to learn
Ability to pull and shape subscription data from billing, CRM, and ERP systems
Ability to design integrated models, data, and workflows with separated assumptions, consistent metric definitions, and clear documentation
Experience modeling headcount and operating expenses alongside revenue is a plus
Background in FP&A tooling beyond Excel, such as Adaptive Insights, Anaplan, or Power BI, is a plus
Experience supporting board reporting or fundraising materials directly is a plus

Benefits

Comp & perks

Fully paid health insurance for individual coverage
16 weeks paid parental leave for non-birthing parents
22 weeks paid maternity leave for birthing parents
Unlimited flexible time off
Stock options
401(k) match (US employees only)
$1,000 annual stipend for learning and development