Senior FP&A Consultant jobs in United States
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Daley And Associates, LLC · 3 hours ago

Senior FP&A Consultant

positionUnited States
timeContract
remoteRemote
senioritySenior Level
money$60/hr - $70/hr
date5+ years exp

Daley And Associates, LLC is a growing SaaS organization offering 100% remote flexibility, and they are seeking a Senior FP&A Consultant. The role involves supporting advanced financial modeling, monthly forecasting processes, and systems integration work while partnering with senior finance leadership during the budget cycle.

BankingConsultingFinancial ServicesHuman ResourcesInsurance
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Growth Opportunities

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

Qualification

FP&A experienceFinancial modelingSaaS experienceExpert-level ExcelSalesforceSage IntacctMaxioCommunication skillsInterpersonal skills

Required

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.)
Excellent communication (written and verbal) and interpersonal skills

Preferred

Hands-on experience with Salesforce, Sage Intacct, and Maxio highly preferred (or strong aptitude for quickly learning financial/RevOps systems)

Company

Daley And Associates, LLC

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Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
dateFounded in 2005
location
Boston, Massachusetts, USA
people-size11-50 employees
web-link
http://daleyaa.com

Funding

Current Stage
Early Stage

Leadership Team

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Christyn Thatcher
CFO/COO
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Hank Phillips
Principal & COO
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Company data provided by crunchbase