FP&A Analyst

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🐊 Florida, New Jersey, +3 more states – Remote

🐊 Florida – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🌴 South Carolina – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

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onPhase

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2000

☁️ SaaS

💳 Fintech

🤝 B2B

💰 Venture Round - onPhase on 2024-02

SaaS • Fintech • B2B

onPhase is an AI-powered finance and operations platform that automates accounts payable (AP) and supplier payments, manages documents, and supports business process/workflow automation. The platform offers AP automation with 2-/3-/4-way matching, payments automation (ACH, check, virtual card), document management (secure, access-controlled storage for contracts, W-9s, receipts), and a no-code form/workflow builder. onPhase integrates with major ERPs (NetSuite, Microsoft Dynamics, SAP, Acumatica, CDK, Procede) and serves industries including dealerships, healthcare (HIPAA-compliant), manufacturing, retail, and financial services. It processes more than 10 million invoices and $4 billion in payments annually and positions itself as a B2B SaaS solution focused on finance automation and payments.

📋 Description

• Draft the monthly management and investor package, including P&L, balance sheet, cash flow, KPIs, and variance commentary • Prepare reporting on a tight timetable and answer follow-up questions from investors and operating partners • Help prepare quarterly board materials, reforecasts, performance updates, and value-creation-plan progress • Produce EBITDA bridges, adjusted EBITDA reconciliations, normalization adjustments, and other sponsor-requested analysis • Maintain the 13-week cash flow forecast and liquidity model • Prepare quarterly covenant compliance calculations and flag risks early • Support the annual budget and rolling reforecasts • Maintain a three-statement model tied to the sponsor’s investment case and run scenario analysis • Measure EBITDA and cash impact of key initiatives • Support M&A, refinancing, and exit work, including data rooms and due diligence • Build KPI dashboards, automate recurring reporting, and improve FP&A processes • Work closely with the VP of Finance, CFO, private equity deal team, and lenders

🎯 Requirements

• 2–4 years of FP&A, financial reporting, or audit/transaction services experience • At least 1 year in a finance role at a private equity–backed company • Hands-on experience with monthly reporting to a PE sponsor, such as investor packages, board materials, or answering deal team inquiries • Exposure to lender covenant calculations or 13-week cash flow forecasting • SaaS industry experience • Advanced Excel and three-statement financial modeling skills • Hands-on experience with planning and BI tools such as Planful, Adaptive, Anaplan, Power BI, or Tableau; Planful strongly preferred • Practical experience using AI tools such as ChatGPT, Claude, or Microsoft Copilot to speed up FP&A work, with judgment to check the output • Bachelor’s degree in Finance, Accounting, Economics, or a related field • CPA or CPA candidate preferred • Experience with a PE event such as an acquisition, refinancing, or exit is a big plus

🏖️ Benefits

• Fully remote role • Direct work with the CFO and VP of Finance • Exposure to the private equity deal team and lenders • Clear path to grow toward owning the investor package • Exposure to value creation, M&A, and exit readiness • Opportunity to automate and improve reporting with modern planning, BI, and AI tools • Inclusive work environment • Equal employment opportunity

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