Daley And Associates, LLC ยท 1 day ago
Senior FP&A Specialist
Daley And Associates, LLC is a growing SaaS company, and they are seeking a Senior FP&A Specialist to support advanced financial modeling and SaaS ARR data management. The role involves improving financial models, supporting budget planning, and reconciling data across various systems.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Improve and maintain advanced and complex Excel financial actual, forecast and budget model
Support CFO, VP of Finance and Controller through 2026 budget planning crunch through end of Jan 2026 final budget presentation to Board
Update model monthly with actuals, budgets, headcount, expense and ARR data flowing through 3 statements (P&L, BS and CF)
Automate manual processes using Excel (Power Query, data connections, etc.)
Maintain and enhance ARR/customer subscription database
Reconcile and align data across Salesforce, Sage Intacct, and Maxio (project)
Qualification
Required
5-8+ years of FP&A and financial modeling experience within a SaaS organization is required
BS degree in Finance, Accounting, Economics, or related field required
SaaS experience is required, including hands-on exposure to subscription/ARR modeling, SaaS KPIs, and revenue mechanics
Strong understanding of SaaS ARR mechanics and SaaS KPI frameworks (retention, expansion, cohort analysis, CAC payback, LTV, etc.)
Expert-level Excel power/user modeling skills
Strong analytical, detail-oriented, and independent work style
Preferred
MBA or CFA is a plus
Hands-on experience with Salesforce, Sage Intacct, and Maxio is preferred
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.