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

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).

Improve, maintain, and enhance advanced Excel financial models for actuals, forecasting, and budgeting. Support CFO, VP of Finance, and Controller during the 2026 budget planning cycle. Update financial models monthly with actuals, budgets, headcount, expenses, and ARR data. Automate manual processes using Excel (e.g., Power Query). Maintain and enhance the ARR / customer subscription database. Reconcile, validate, and align data across Salesforce, Sage Intacct, and Maxio. Conduct ad-hoc financial and operational analyses. Provide clear, accurate financial insights to support strategic decision-making.