What are the responsibilities and job description for the Senior Analyst, FP&A position at Aspira?
- This is an onsite / in-office role. You must live within commuting distance to our global HQ in downtown Dallas***
For more than 40 years, Aspira has been the market-leading provider of software and services that help public agencies protect natural and cultural resources while making them accessible for all. Our platform supports everything from campground reservations to hunting licenses, helping millions of people discover, enjoy, and care for the outdoors.
We share our client partners’ mission: to steward resources for future generations, create opportunities for genuine enjoyment of the outdoors today, and expand access so more people can experience its benefits.
Aspira is transforming its technology and service model to give agencies more capacity and insight—streamlined tools, smarter automation, and better connections with their communities. Our goal is simple: make it easier for our clients to conserve what matters most and for their customers to enjoy it to the fullest.
Job Description
What We Do: As the Financial Planning & Analysis team, we provide strategic financial insights to all parts of the business. We work directly with the executive team to ensure that the board of the directors trust in the business and where we’re going as a company.
What You Do: In this role, you’ll lead planning cycles, elevate our KPI discipline, and translate operating drivers into clear financial decisions. You will partner with GTM, Product, and Accounting teams to support a PE-driven rhythm of board cycles, lender reporting, and value-creation initiatives.
Who You Are: You are hungry, humble, and smart - someone ready to work hard, take ownership, and learn a lot! You enjoy having a broad scope and big impact, and you thrive in private equity and/or startup environments.
Key Responsibilities
- Lead the planning engine: Own AOP, monthly/quarterly reforecasts, and LRP with driver-based models and scenario/sensitivity analysis (pricing, churn, pipeline, hiring, capacity).
- Model stewardship: Maintain and improve 3-statement and SaaS unit-economics models (ARR/MRR waterfalls, bookings→billings→revenue, CAC/LTV, NRR/GRR, cohort/retention).
- Executive/Board materials: Produce the monthly KPI pack and board-ready bridges with crisp insights and action-oriented recommendations.
- PE & lender cadence: Support sponsor reporting, and covenant monitoring.
- Business partnering: Translate funnel dynamics, capacity plans, roadmap milestones, and project returns into P&L, cash, and balance-sheet impact.
- Close support & controls: Align forecast to actuals with Accounting (accruals, deferrals, commissions capitalization); tighten reconciliation and commentary timelines.
- Growth & pricing: Build business cases for GTM/product investments, pricing & packaging tests, upsell/x-sell motions, and new product launches—with post-mortem ROI tracking.
- Automation & data: Streamline ERP/CRM/BI data flows; templatize reporting; implement checks and documentation to improve accuracy and cycle time.
- Strategic projects: Support M&A modeling, integration planning, and synergy tracking as needed.
Education:
- Bachelor’s Degree in Finance or Accounting
- 2-4 years of experience in FP&A or corporate finance required
- 2 years in Software, Private Equity, or private equity backed companies preferred
- Modeling depth: Advanced Excel (driver-based models, dynamic scenarios, INDEX /MATCH/XLOOKUP; comfort with revenue waterfalls, cohorts, and unit economics
- Strong command of SaaS-relevant GAAP (rev rec, deferred revenue, commissions capitalization (ASC 606), COGS vs. OPEX) and 3-statement mechanics
- Executive-ready writing and slides; you turn analysis into decisions and can defend assumptions with data
- Proficiency with NetSuite (or similar ERP), Salesforce/HubSpot (CRM), Power BI/Tableau/Looker, robust Excel planning, basic SQL
- Experience with pricing & packaging, GTM capacity models, or post-merger integration