We are seeking a detail-oriented and highly analytical temporary FP&A professional to support advanced financial modeling, monthly reporting updates, SaaS ARR data management, and system integration work across Salesforce (CRM), Sage Intacct (ERP), and Maxio (SaaS Billing & Revenue Reporting).

This role is heavily focused on complex Excel modeling, SaaS metrics, and cross-system data alignment, while also supporting senior leadership during an intensive 2026 budget planning cycle. The ideal candidate is detail-oriented, independent, and comfortable working in a fast-paced environment with tight deadlines.

Duties and Responsibilities

Improve, maintain, and enhance advanced and complex Excel financial models used for actuals, forecasting, and budgeting
Support the CFO, VP of Finance, and Controller through the 2026 budget planning cycle, including prep for the final Board presentation (end of Jan 2026)
Update financial models monthly with actuals, budgets, headcount, expenses, and ARR data flowing through the P&L, Balance Sheet, and Cash Flow
Automate manual processes using Excel (e.g., Power Query, data connections) to improve efficiency
Maintain and enhance the ARR / customer subscription database
Reconcile, validate, and align data across Salesforce, Sage Intacct, and Maxio as part of an integration and data consistency project
Conduct ad-hoc financial and operational analyses as needed
Provide clear, accurate financial insights to support strategic decision-making
Expert-level Excel and financial modeling skills (Power Query, advanced formulas, large-model architecture)
Strong knowledge of SaaS ARR, subscription metrics, and SaaS KPIs
Experience with Salesforce, Sage Intacct, and Maxio is a strong plus
Strong analytical skills, high attention to detail, and ability to work independently
Solid understanding of US GAAP
Ability to communicate effectively with executive stakeholders
Bachelor’s degree in Finance, Accounting, Economics, or a related field (preferred)
Must be able to work during US business hours

Financial Planning & Analysis Analyst (3-Month Temp Contract)