Senior FP&A Analyst

Upshop•Austin, TX

About The Position

Upshop is looking for a Senior FP&A Analyst to strengthen a fast-moving Finance function. This is a hands-on role for someone who builds financial models well, understands SaaS economics, and uses AI and automation to make Finance faster and more accurate. Reporting to the Manager, FP&A, you'll partner with Sales, Product, Engineering, Customer Success, and G&A to turn data into clear, decision-ready analysis. You'll own your models and analyses end to end and bring a point of view — not just a number — when you present to Finance leadership.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
4–6 years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role.
Demonstrated ability to build driver-based financial models from source data — not just update existing templates.
Working knowledge of SaaS and GTM metrics: ARR, bookings, recurring revenue, retention, churn, expansion, gross margin, sales productivity, pipeline, and cash flow.
Hands-on experience using AI tools (e.g., ChatGPT, Copilot, Claude) to speed up analysis, documentation, or reporting — be ready to show a real example.
Advanced Excel: complex formulas, pivots, lookups, data validation, and model design.
Strong PowerPoint and written communication skills — able to build concise, executive-ready materials.
Comfortable working with large or messy datasets and turning them into a clear takeaway.

Nice To Haves

Experience with [insert Upshop's actual planning/BI stack, e.g., NetSuite and Adaptive Planning]; SQL or Python a plus for larger datasets.
SaaS, technology, or private-equity-backed operating environment experience.
Progress toward CPA or CFA.
Retail, grocery, convenience, or multi-location operations experience — a plus, not required.

Responsibilities

Execute the core monthly FP&A cycle: financial reporting, variance analysis, forecasting, and management reporting.
Build and maintain driver-based models for ARR, revenue, headcount, opex, EBITDA, and cash flow, working from source data rather than static templates.
Develop scenario and sensitivity analyses that quantify the impact of changes in growth, sales productivity, retention, hiring, spend, and other key business drivers.
Analyze core SaaS and GTM metrics — ARR, bookings, pipeline, sales capacity/productivity, churn, retention, expansion, gross margin, CAC, Rule of 40, pipeline coverage, win rate, sales cycle length, and quota attainment — and flag what's moving and why.
Partner with functional leaders to validate assumptions, surface risks and opportunities, and track performance against plan.
Support the annual operating plan, monthly reforecast, and ad hoc business cases.
Produce concise, executive-ready presentations, dashboards, memos, and analysis for leadership, QBRs, and Board-related materials.
Build and maintain AI-enabled workflows like rolling forecast updates and forecast-vs-actual variance analysis, with appropriate review and data-security controls.
Identify and implement process and template improvements that make Finance faster and more scalable.