FP&A Analyst Westlake TX United States United States - Westlake, T

We�re seeking an experienced FP&A Analyst to support cross-functional stakeholders, deliver key business insights, and help scale FP&A capabilities as the company grows. This role will play a critical part in supporting recurring revenue forecasting, analyzing SaaS metrics, partnering with business unit leaders, and enabling data-driven decisions across the organization.

Key Responsibilities

Business Partnering: Act as a finance partner to multiple business units, providing analytical support and helping drive accountability across departments. Month-End Analysis: Analyze monthly close results and communicate key drivers of performance to the CFO and business unit leaders. Forecasting & Planning: Update and maintain forecasts in Workday�s Adaptive Insights, financial models, and outlooks, incorporating input from both business and accounting teams.

Ad Hoc Analysis: Provide strategic and tactical decision support through ad hoc analysis, scenario modeling, and data-driven recommendations. Operational Execution: Collaborate closely with Accounting to ensure proper coding and accruals during the monthly close process. SaaS Metrics: Track and analyze key SaaS KPIs such as ARR, CAC, CLTV, gross and net retention, customer acquisition payback, and contribution margin.

Executive Communication: Deliver clear, concise, and actionable insights to executive leadership under tight deadlines. Tool Ownership: Drive improvements in current models and contribute to automation and system enhancements where possible.

Qualifications

Bachelor�s degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus. 2+ years of experience in FP&A, investment banking, private equity, or SaaS financial analysis. Prior experience in a high-growth SaaS or PE-backed company strongly preferred. Deep understanding of GAAP and SaaS financial concepts including deferred revenue, ARR, churn, and bookings.

Advanced Excel modeling and proficiency with PowerPoint for executive presentations. Experience with systems such as Workday, Salesforce and Adaptive Planning is preferred. Excellent communication and interpersonal skills; ability to collaborate with senior leaders. Highly organized with a strong sense of urgency, accountability, and ownership.