Senior FP&A Analyst

Bachelor's degree in Finance, Accounting, Economics, or a related field.

4–6 years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role.

Demonstrated ability to build driver-based financial models from source data — not just update existing templates.

Working knowledge of SaaS and GTM metrics: ARR, bookings, recurring revenue, retention, churn, expansion, gross margin, sales productivity, pipeline, and cash flow.

Hands-on experience using AI tools (e.g., ChatGPT, Copilot, Claude) to speed up analysis, documentation, or reporting — be ready to show a real example.

Advanced Excel: complex formulas, pivots, lookups, data validation, and model design.

Strong PowerPoint and written communication skills — able to build concise, executive-ready materials.

Comfortable working with large or messy datasets and turning them into a clear takeaway.

Experience with [insert Upshop's actual planning/BI stack, e.g., NetSuite and Adaptive Planning]; SQL or Python a plus for larger datasets.

SaaS, technology, or private-equity-backed operating environment experience.

Progress toward CPA or CFA.

Retail, grocery, convenience, or multi-location operations experience — a plus, not required.

Direct exposure to senior Finance leaders and real business decisions.

Help build modern FP&A capability — driver-based planning, scenario modeling, AI-enabled workflows.

Broad exposure across a global, growing SaaS business.

Collaborative, entrepreneurial team that values ownership and rigor.

Competitive compensation, flexible work arrangements, and real growth path.