Sr. FP&A Analyst

What you'll get to do:

• Build, own, and continuously improve a fully driver-based headcount and people cost model — hire timing and ramp, attrition, backfills, merit, promotion, bonus accrual and gross-up, commissions, taxes and benefits loads, and fully burdened cost by department — that ties to the P&L and cash forecast and can be rebuilt from a blank sheet.
• Own the integrated three-statement operating model. P&L, balance sheet, and cash flow tie, reconcile to actuals every month, and flex on documented drivers rather than hardcoded overrides.

• Own the annual budget and quarterly reforecast cycles end to end: calendar, templates, driver interviews with business owners, consolidation, review packages, and the walk from prior forecast to current.
• Build and maintain the cash and liquidity forecast — including a rolling 13-week view — reflecting marketplace funds flow, DSO/DPO dynamics, and working capital timing.

• Serve as the embedded finance business partner to assigned departments. Hold a standing cadence with each leader, own their monthly financial review, help them manage to plan, and be the person they call before they spend money, not after.
• Deliver monthly variance analysis that explains why, in driver terms — rate versus volume, timing versus permanent, one-time versus run-rate — with a recommended action, not just a table of differences.

• Build business cases and ROI models for technology, headcount, and strategic investments. Present the base case, the downside case, and the assumptions most likely to break.
• Analyze marketplace and unit economics: GTV, take rate, work order profitability, buyer cohort retention and net dollar retention, and the contribution margin of new initiatives.

• Support Board and sponsor reporting, including KPI packages, cohort analysis, and diligence- grade supporting schedules.
• Partner with Business Intelligence and Financial Systems to automate data flow from NetSuite, Salesforce, and our HRIS, and eliminate manual pulls from recurring reporting.

• Turn around ad hoc analysis under real deadlines — clean, documented, and defensible the first time.

You might be a good fit if you have:

• Bachelor’s degree in Finance, Accounting, Economics, Engineering, or another quantitative discipline. MBA or CFA is a plus, never a substitute for modeling ability.
• 5+ years in FP&A, ideally in a consumption based business (examples include Payments, Marketplaces) although not required. At least three years building models from a blank sheet rather than maintaining someone else’s template.

• Demonstrated experience building a headcount and people cost model. This is a hard requirement. You will be asked to walk us through one you built and defend its architecture.
• Expert-level Excel. Multi-tab driver-based architecture, INDEX/MATCH and XLOOKUP, SUMIFS, dynamic arrays, named ranges, scenario toggles, data tables, and Power Query.

• Ability to pull your own data. Working SQL and/or hands-on experience with a BI tool such as Tableau, Power BI, Looker, or Snowflake.
• Hands-on experience with an ERP — NetSuite strongly preferred — plus ideally a CRM (Salesforce) and a payroll or HRIS system, and an understanding of how the data in each is actually structured or at a minimum how to work with data extracts from these systems

• Genuine business partnership skills. You can walk into an operating leader’s office, ask better questions than they expected, and leave with a working relationship. Relationship building here is self-directed, not assigned.
• The ability to hold your own in a room. Present to VP and C-level executives, defend an assumption with data, take direct challenge without taking it personally, and change your position when the evidence says you should.

• Unfiltered communication. Bad news travels immediately and unspun, along with what you have already looked at and your initial plan.
• Intellectual honesty and precision. You know your numbers backwards and forwards.

Nice to have:

• Marketplace, platform, or other two-sided business model experience.
• Experience in a private-equity or venture-backed company with sponsor and Board reporting cycles.

• Familiarity with SaaS and subscription metrics (ARR, NDR, CAC payback, cohort economics).
• Claude or other AI experience in application in FP&A

• Experience with iPaaS or integration tooling (Workato or similar) and systems implementation.