Financial Planning and Analysis Lead
About the Role
We are seeking an experienced Senior FP&A Lead to support our finance team following a recent ERP migration to NetSuite. This role will play a critical part in building and optimizing our financial reporting, forecasting, and budgeting capabilities using NetSuite Planning and Budgeting (NSPB).
The ideal candidate brings strong strategic FP&A experience, hands-on expertise with NetSuite, and a deep understanding of ARR-driven business models, ideally with exposure to professional services revenue.
Key Responsibilities:
- Lead the setup, configuration, and ongoing optimization of NetSuite Planning and Budgeting
- Build and maintain financial models for budgeting, forecasting, and long-range planning
- Develop and deliver accurate financial reporting to support leadership decision-making
- Analyze ARR metrics, revenue forecasts, and performance trends
- Partner with cross-functional teams to align financial planning with business strategy
- Improve FP&A processes, controls, and reporting accuracy post-ERP migration
- Support executive leadership with insights, dashboards, and financial presentations
Requirements
- 5+ years of experience in FP&A, with senior-level ownership of planning and reporting
- Hands-on experience with NetSuite Planning and Budgeting
- Strong background in ARR-based businesses (SaaS or subscription models preferred)
- Experience supporting professional services or mixed revenue models
- Advanced financial modeling and forecasting skills
- Excellent communication and stakeholder management abilities
Nice to Have
- Experience supporting post-ERP implementation or optimization
- Background working with remote or distributed teams
- Prior leadership or team-building experience
Benefits
- Opportunities for growth and advancement
- Competitive compensation package, including Maxicare HMO