What are the responsibilities and job description for the FP&A Specialist position at Daley And Associates, LLC?
FP&A Specialist
We are currently seeking candidates for a FP&A Specialist opportunity with a growing SaaS organization offering 100% REMOTE flexibility (must be located on EST). The FP&A Specialist will support advanced financial modeling, monthly forecasting processes, SaaS ARR data management, and systems-integration work across Salesforce, Sage Intacct, and Maxio. The ideal candidate will have 5-8 years of FP&A experience, including strong SaaS industry experience.
This is a 2-3 month contract position, paying between $45-$55/hour (depending on experience).
Responsibilities:
We are currently seeking candidates for a FP&A Specialist opportunity with a growing SaaS organization offering 100% REMOTE flexibility (must be located on EST). The FP&A Specialist will support advanced financial modeling, monthly forecasting processes, SaaS ARR data management, and systems-integration work across Salesforce, Sage Intacct, and Maxio. The ideal candidate will have 5-8 years of FP&A experience, including strong SaaS industry experience.
This is a 2-3 month contract position, paying between $45-$55/hour (depending on experience).
Responsibilities:
- Enhance, maintain, and streamline complex Excel-based financial models (actuals, forecasts, and budgets), ensuring accuracy and operational usability.
- Perform monthly updates to financial models, incorporating actuals, budgets, headcount, operating expenses, and ARR data across the full three-statement model (P&L, Balance Sheet, Cash Flow).
- Identify opportunities to automate manual processes using advanced Excel tools (Power Query, macros, data connections, etc.) to improve efficiency and reporting consistency.
- Maintain, validate, and improve the ARR and customer subscription database, ensuring accurate tracking of cohorts, bookings, renewals, churn, expansions, and other SaaS metrics.
- Reconcile, align, and troubleshoot data discrepancies across Salesforce, Sage Intacct, and Maxio as part of a system-integration and data-quality initiative.
- Provide ad hoc financial analysis, deep dives, variance reviews, and model enhancements as needed during peak budgeting months.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA or CFA is a plus.
- 5–8 years of FP&A, financial modeling, or related finance experience.
- SaaS experience is required, including hands-on exposure to subscription/ARR modeling, SaaS KPIs, and revenue mechanics.
- Expert-level Excel skills with extensive experience building, enhancing, and troubleshooting complex financial models.
- Strong understanding of SaaS ARR mechanics and SaaS KPI frameworks (retention, expansion, cohort analysis, CAC payback, LTV, etc.).
- Hands-on experience with Salesforce, Sage Intacct, and Maxio highly preferred (or strong aptitude for quickly learning financial/RevOps systems).
- Excellent communication (written and verbal) and interpersonal skills.
Salary : $45 - $55