FP&A Senior Analyst - SaaS Experience Required

About the Role
The Senior Analyst will join the Finance team in a highly visible role, reporting directly to the Director of FP&A. This role is at the center of major decision-making and requires interaction with all levels of the organization, including the CEO and CFO. You will maintain sophisticated financial models, uncover strategic insights through data analysis, and communicate key findings to internal stakeholders and investors. This is an opportunity for a sharp, motivated individual to grow within the FP&A function, while honing analytical, financial modeling, and interpersonal skills in a growing SaaS business.

Candidates must have 2+ years of SaaS industry experience focused on SaaS-specific metrics including ARR, MRR, customer churn, LTV, and CAC.

This position is a hybrid work schedule that requires a minimum of three days per week in our Boston office.

Team Dynamic
Validity is a private equity-backed SaaS organization with thousands of customers spanning multiple regions and product lines. The FP&A team is responsible for illustrating the financial story to internal and external stakeholders, developing best-in-class SaaS analytics, and collaborating with the business to drive performance. We are looking for a driven candidate who is independently motivated and able to dive into data, organize results, clearly communicate performance, and deliver value through increasingly accurate driver-based projections and cash flow modeling.

Position Duties and Responsibilities

• Maintain the long-term financial model, with an emphasis on improving the top line drivers using data, enhancing integrated cash flow projections, and increasing real-time forecast accuracy
• Build a deep understanding of the lead lifecycle and implement investor-facing, top-of-funnel reporting that will guide investment decisions and optimize go to market productivity
• Support growth initiatives by delivering insights on the customer journey that help identify opportunities to improve NRR and lifetime value; provide thorough analysis of changes in the customer base
• Act as a trusted business advisor to the functional leaders by delivering consistent and accurate reporting, and supporting thoughtful investments organized in the financial model
• Generate ad-hoc analyses as required, leveraging a strong understanding of the underlying business requirements to distill robust data analysis into clear, effective output
• Enhance visibility into business performance by deploying interactive KPI reporting and automating as much as possible

Required Experience, Skills, and Education

• 4+ years of experience in finance or business analysis
• 2+ years of SaaS industry experience with an understanding of SaaS-specific metrics including ARR, MRR, customer churn, LTV, and CAC.
• Experience with ERP (NetSuite), CRM (Salesforce), and Planning software (Adaptive Insights).
• Strong understanding of financial statements (Income Statement, Balance Sheet, Cash Flow)
• Advanced Excel skills (financial modeling, lookup & reference formulas, data summarization, etc.)
• Experience extracting insights from data warehouses using SQL/Python and/or BI tools such as Tableau
• A desire to learn and immerse yourself in the role to better understand the business and its performance drivers
• Motivated to grow and progress your career in the FP&A organization
• Excellent attention to detail and commitment to accuracy
• Proven ability to operate independently and manage competing priorities in a fast-paced environment
• Effective written and verbal communicator, comfortable interacting with a variety of audiences within the organization, and a strong team player

Preferred Experience, Skills, and Education

• BA/BS Degree in Finance, Accounting, or a Quantitative field

About Validity

For over 20 years, tens of thousands of organizations across the world have relied on Validity solutions to target, contact, engage, and retain customers – using trustworthy data as a key advantage. Validity’s flagship products – Everest, DemandTools, BriteVerify, a nd GridBuddy Connect – are all highly rated, #1 solutions for sales and marketing professionals. These solutions deliver smarter email campaigns, more qualified leads, more productive sales, and ultimately faster growth.

Validity is a truly unique company - massive revenue growth, top-tier investors, 5-star product ratings, proven ability to acquire and integrate top tech companies and welcome them into the Validity family, a winning culture, and a work environment that fosters hard work, trust, and fun.

Headquartered in Boston, Validity has offices in Denver, London, Sao Paulo, and Sydney. For more information, connect with us on LinkedIn, Instagram, and Twitter.

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Validity is proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment regardless of actual or perceived race, color, ancestry, national origin, citizenship, religion or creed, age, physical or mental disability, medical condition, AIDs/HIV status, genetic information, military and veteran status, sex, parental status (including pregnancy and pregnancy-related conditions, childbirth, post childbirth, nursing mother, parent of a young child and parent of a foster child), gender (including gender identity and expression), sexual orientation, marital status (including registered domestic partner status), or any other characteristic protected by applicable federal, state, or local law.

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