Daley And Associates, LLC
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Senior FP&A Consultant
We are currently seeking candidates for a Senior FP&A Consultant opportunity with a growing SaaS organization offering 100% REMOTE flexibility (must be located on EST). The Senior FP&A Consultant will support advanced financial modeling, monthly forecasting processes, SaaS ARR data management, and systems-integration work across Salesforce, Sage Intacct, and Maxio. The Senior FP&A Consultant will play a key role in the 2026 budget cycle and will partner closely with senior finance leadership to ensure timely, accurate, and insight-driven financial outputs. The ideal candidate will have 5-8+ years of FP&A, financial modeling, or related experience in the SaaS industry.
This is a 2-3 month contract position, paying between $60-$70/hour (depending on experience).
Responsibilities
Enhance, maintain, and streamline complex Excel-based financial models (actuals, forecasts, and budgets), ensuring accuracy and operational usability.
Perform monthly updates to financial models, incorporating actuals, budgets, headcount, operating expenses, and ARR data across the full three-statement model (P&L, Balance Sheet, Cash Flow).
Identify opportunities to automate manual processes using advanced Excel tools (Power Query, macros, data connections, etc.) to improve efficiency and reporting consistency.
Maintain, validate, and improve the ARR and customer subscription database, ensuring accurate tracking of cohorts, bookings, renewals, churn, expansions, and other SaaS metrics.
Reconcile, align, and troubleshoot data discrepancies across Salesforce, Sage Intacct, and Maxio as part of a system-integration and data-quality initiative.
Support the CFO, VP of Finance, and Controller throughout the 2026 budget planning cycle, including analysis, scenario modeling, and preparation for the final Board presentation in January 2026.
Provide ad hoc financial analysis, deep dives, variance reviews, and model enhancements as needed during peak budgeting months.
Qualifications
5–8+ years of FP&A, financial modeling, or related finance experience.
SaaS experience is required, including hands-on exposure to subscription/ARR modeling, SaaS KPIs, and revenue mechanics.
Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA or CFA is a plus.
Expert-level Excel skills with extensive experience building, enhancing, and troubleshooting complex financial models.
Strong understanding of SaaS ARR mechanics and SaaS KPI frameworks (retention, expansion, cohort analysis, CAC payback, LTV, etc.).
Hands-on experience with Salesforce, Sage Intacct, and Maxio highly preferred (or strong aptitude for quickly learning financial/RevOps systems).
Excellent communication (written and verbal) and interpersonal skills.
For immediate consideration, interested and qualified candidates should send their resume to Jenny at jfriedman@daleyaa.com.
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Senior FP&A Consultant
We are currently seeking candidates for a Senior FP&A Consultant opportunity with a growing SaaS organization offering 100% REMOTE flexibility (must be located on EST). The Senior FP&A Consultant will support advanced financial modeling, monthly forecasting processes, SaaS ARR data management, and systems-integration work across Salesforce, Sage Intacct, and Maxio. The Senior FP&A Consultant will play a key role in the 2026 budget cycle and will partner closely with senior finance leadership to ensure timely, accurate, and insight-driven financial outputs. The ideal candidate will have 5-8+ years of FP&A, financial modeling, or related experience in the SaaS industry.
This is a 2-3 month contract position, paying between $60-$70/hour (depending on experience).
Responsibilities
Enhance, maintain, and streamline complex Excel-based financial models (actuals, forecasts, and budgets), ensuring accuracy and operational usability.
Perform monthly updates to financial models, incorporating actuals, budgets, headcount, operating expenses, and ARR data across the full three-statement model (P&L, Balance Sheet, Cash Flow).
Identify opportunities to automate manual processes using advanced Excel tools (Power Query, macros, data connections, etc.) to improve efficiency and reporting consistency.
Maintain, validate, and improve the ARR and customer subscription database, ensuring accurate tracking of cohorts, bookings, renewals, churn, expansions, and other SaaS metrics.
Reconcile, align, and troubleshoot data discrepancies across Salesforce, Sage Intacct, and Maxio as part of a system-integration and data-quality initiative.
Support the CFO, VP of Finance, and Controller throughout the 2026 budget planning cycle, including analysis, scenario modeling, and preparation for the final Board presentation in January 2026.
Provide ad hoc financial analysis, deep dives, variance reviews, and model enhancements as needed during peak budgeting months.
Qualifications
5–8+ years of FP&A, financial modeling, or related finance experience.
SaaS experience is required, including hands-on exposure to subscription/ARR modeling, SaaS KPIs, and revenue mechanics.
Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA or CFA is a plus.
Expert-level Excel skills with extensive experience building, enhancing, and troubleshooting complex financial models.
Strong understanding of SaaS ARR mechanics and SaaS KPI frameworks (retention, expansion, cohort analysis, CAC payback, LTV, etc.).
Hands-on experience with Salesforce, Sage Intacct, and Maxio highly preferred (or strong aptitude for quickly learning financial/RevOps systems).
Excellent communication (written and verbal) and interpersonal skills.
For immediate consideration, interested and qualified candidates should send their resume to Jenny at jfriedman@daleyaa.com.
#J-18808-Ljbffr