Associate FP&A Analyst

About the Role

As an Associate FP&A Analyst at Playlist, you will be a key member of the FP&A team, providing leaders with essential information for decision-making. You will own crucial aspects of the month-end close, P&L reporting, and planning cycles, working closely with Financial and Senior Financial Analysts for guidance and development. This role is ideal for an individual curious about SaaS business operations and enthusiastic about leveraging AI tools to innovate finance processes. You will collaborate with Accounting, HR, and Revenue Operations, and your work will directly impact business and department leaders. Within your first year, you are expected to manage a recurring P&L reporting package end-to-end and develop at least one AI-enabled workflow for the team.

Key Responsibilities

• Prepare and validate close data from NetSuite and Softrax to ensure accurate actuals for planning models in Workday Adaptive Planning.
• Deliver monthly and quarterly P&L reports to business unit owners, explaining variances to budget and forecast.
• Draft variance commentary and management presentations, ensuring they align with source data and adhere to the company style guide.
• Support annual operating plan (AOP) and forecast cycles by gathering inputs, loading assumptions, and maintaining planning templates.
• Utilize Claude to accelerate analysis, draft commentary, and automate manual, repetitive tasks within team workflows.
• Complete ad hoc analysis to help leaders understand SaaS performance, including revenue, bookings, and churn.

Requirements & Tech Stack

• Chartered Accountant (CA)
• Strong grasp of accounting principles and the three financial statements (P&L, balance sheet, cash flow).
• Proficiency in Microsoft Excel (pivot tables, lookups, core formulas) and PowerPoint.
• Hands-on experience using AI tools such as Claude for analysis, writing, or automation.

Qualifications

• Experience in a software, SaaS, or technology company or knowledge of these industries.
• Familiarity with NetSuite, Workday Adaptive Planning, Looker or Tableau, or Snowflake.
• Understanding of SaaS metrics such as ARR, bookings, and churn.
• Strong attention to detail and the ability to manage recurring deadlines.
• Clear written and verbal communication skills.
• A genuine appetite to learn.