• FP&A Analyst

    Quickbase (Boston, MA)


    FP&A Analyst

     

    We are seeking a strategic, data-driven FP&A Analyst to join our finance team and partner closely with our Customer Success organization. The FP&A Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. This role is critical to driving insights that optimize customer retention, expansion, and long-term value creation.

     

    ________________________________________

    Key Responsibilities

    • Assist in the preparation of annual budgets, forecasts, and long-range financial plans.

    • Develop and maintain financial models for various business units and projects.

    • Analyze financial data to identify trends, variances, and opportunities for improvement.

    • Serve as the primary finance business partner to the Customer Success team, aligning financial insights with operational KPIs including Net Revenue Retention (NRR), Gross Retention, and customer health metrics.

    • Develop frameworks to evaluate ROI on Customer Success programs, including onboarding, renewals, and tech stack investments.

    • Support business with ad-hoc analysis, scenario planning, and business case development.

    • Continuously improve financial processes, tooling, and systems for greater efficiency and accuracy in Customer Success reporting.

     

    ________________________________________

    Basic Qualifications

    • Bachelor’s degree in Finance, Accounting, or a related field.

    • 1-3 years of experience in FP&A or financial analysis, ideally in a SaaS or tech-enabled environment.

    • Strong financial modeling and analytical skills with proficiency in Microsoft Excel.

    • Excellent communication and interpersonal skills, with a demonstrated ability to partner cross-functionally.

    • Solid understanding of financial statements and accounting principles.

    • Business mindset with attention to detail and the ability to work both independently and collaboratively.

     

    ________________________________________

    Preferred Qualifications

    • Familiarity with SaaS metrics (e.g., ARR, churn, GRR, NRR).

    • Basic knowledge of SQL and experience working with data warehouses like Snowflake.

    • Proficiency in BI/reporting tools such as Power BI or Tableau.

    • Experience supporting Customer Success, Sales, or RevOps functions.

    • Experience in a private equity-backed or high-growth SaaS company.