Associate FP&A Analyst

About The Job

Numbers don't make decisions. People do. As part of our FP&A team, you will help give leaders the information they need to make the right ones. You will own key parts of the month-end close, P&L reporting, and planning cycles, working alongside Financial and Senior Financial Analysts who will coach you as you grow. This role suits someone curious about how a SaaS business runs and excited to use AI tools like Claude to rethink how finance work gets done. You will partner with Accounting, HR, and Revenue Operations, and your work will reach business and department leaders every month. Within your first year, you can expect to own a recurring P&L reporting package end to end and build at least one AI-enabled workflow the team relies on.

Key Responsibilities

• Prepare and validate close data from NetSuite and Softrax so planning models in Workday Adaptive Planning start from accurate actuals.
• Deliver monthly and quarterly P&L reports to business unit owners and explain what is driving variances to budget and forecast.
• Draft variance commentary and management presentations that tie to source data and follow the company style guide.
• Support Annual Operating Plan (AOP) and forecast cycles by gathering inputs, loading assumptions, and maintaining planning templates.
• Use Claude to speed up analysis, draft commentary, and automate manual, repetitive tasks across the team's workflows.
• Complete ad hoc analysis that helps leaders understand SaaS performance, including revenue, bookings, and churn.

Requirements & Tech Stack

• Chartered Accountant (CA)
• 0–2 years of post-qualification experience
• 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, whether at work, at school, or in personal projects
• 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, with a genuine appetite to learn
• Experience in a software, SaaS, or technology company or knowledge about it