Daley And Associates, LLC · 18 hours ago
Senior FP&A Consultant
Daley And Associates, LLC is seeking an experienced Senior FP&A Consultant to support a rapidly growing SaaS organization. This fully remote role will focus on advanced financial modeling, monthly forecasting, and cross-system data alignment, playing a critical role in the upcoming 2026 budgeting cycle.
Responsibilities
Refine, maintain, and optimize complex Excel-based financial models used for actuals, forecasts, and budget cycles, ensuring accuracy and usability for operational stakeholders
Perform monthly updates to financial models, integrating actuals, budgets, headcount, operating expenses, and ARR inputs across the full three-statement model (P&L, Balance Sheet, and Cash Flow)
Identify and implement automation opportunities within Excel (e.g., Power Query, macros, data connections) to streamline processes and enhance reporting consistency
Manage, validate, and enhance the ARR and subscription database to ensure accurate cohort tracking, bookings, renewals, churn, expansion, and other SaaS performance metrics
Reconcile and troubleshoot data inconsistencies across Salesforce, Sage Intacct, and Maxio as part of a broader systems-integration and data-quality initiative
Support senior finance leadership—including the CFO, VP of Finance, and Controller—throughout the 2026 budget cycle, contributing to analysis, scenario planning, and preparation for the final Board presentation in January 2026
Conduct ad hoc financial analyses, deep dives, variance reviews, and model improvements during peak budgeting periods
Qualification
Required
5–8+ years of FP&A, financial modeling, or related finance experience
SaaS industry background is required, including hands-on experience with subscription/ARR modeling and SaaS KPI reporting
Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA or CFA a plus
Expert-level Excel skills with demonstrated ability to build, enhance, and troubleshoot complex financial models
Strong understanding of SaaS ARR mechanics and KPI frameworks (e.g., retention, expansion, cohort analysis, CAC payback, LTV)
Excellent written and verbal communication skills and the ability to collaborate effectively with senior stakeholders
Preferred
Experience with Salesforce, Sage Intacct, and Maxio strongly preferred, or demonstrated ability to quickly learn financial and RevOps systems
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.