Sr. FP&A Analyst (SaaS/Tech)

The role

The Senior FP&A Analyst will own the annual budgeting process and rolling forecasts. This person will partner with department leaders and the CFO to provide financial analysis, prepare board materials, and track SaaS metrics.

What you will do

• Own and continuously improve the annual budgeting process and rolling forecasts across departments.
• Partner with department leaders to build, monitor, and refine budgets, spending plans, and headcount plans.
• Develop ad hoc financial and operational analyses.
• Serve as a thought partner to the CFO and executive team.
• Prepare board materials, investor reporting packages, and executive-level presentations.
• Design, build, and maintain KPI dashboards and reporting tools.
• Track and analyze core SaaS metrics.
• Work cross-functionally with Sales, Marketing, Customer Success, Product, and Tech.
• Lead the introduction and adoption of AI and automation.
• Support financial modeling for new initiatives, pricing decisions, and investment evaluations.

Required qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 5+ years of progressive experience in financial planning & analysis, corporate finance, or a related field.
• Demonstrated experience implementing automation and process improvements.

Nice to have

• SaaS experience
• Experience with BI/reporting tools (e.g., Power BI, Tableau, Looker)
• Familiarity with AI-enabled tools, scripting (Python/SQL), or automation platforms

Benefits

• Medical, Dental, Vision plan options
• Company-Paid Short-Term Disability and Life Insurance
• 401K Contributions with generous employer match and immediate vesting
• 5 weeks of PTO
• 9 paid holidays
• 3 days of volunteer time off each year

About the company

Neighborly Software offers a cloud-based technology platform for the administration and disbursement of government funds. The company is headquartered in Atlanta, GA.