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FP&A Analyst

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Onsite

FP&A Analyst

Shift Technology

FP&A Analyst

Skills

Data AnalysisAIFinancial AnalysisFinancial PlanningProcess Improvement

2 months ago

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Important information


Location:

Boston, MA, USA

Work mode:

Onsite

Published on:

5 September 2026

What they need


Who you are

  • Holds an undergraduate degree in Finance, Accounting, Business Analytics, Economics, or Business
  • Brings 2–3 years of experience in a similar role within a SaaS or subscription-based technology company
  • Highly proficient in Microsoft Excel and Google Sheets, comfortable with formulas, pivot tables, and lookups to organize large datasets, and curious about how AI can complement traditional analysis tools
  • Detail-oriented and analytical, committed to accuracy in financial reporting and metrics while keeping sensitive data private and secure
  • Growth-minded and a self-starter: curious, resourceful, and willing to take ownership without waiting to be asked
  • Collaborative, eager to contribute to the team, ask thoughtful questions, and share knowledge with colleagues across the globe
  • Adaptable and impact-driven, comfortable diving into large or imperfect datasets to uncover actionable insight without waiting for perfect direction
  • Based in or near Boston and excited to be part of our in-person workplace community, with a genuine interest in SaaS, technology, startups, scale-ups, or subscription business models

What the job involves

  • We're looking for an FP&A Analyst to join the finance team of a growing SaaS scale-up
  • Reporting to the Head of Financial Planning and Analysis and working closely with the CFO, you'll get hands-on exposure to the financial operations of a company moving into its next stage of growth
  • You'll work alongside senior leadership on real finance projects, building the skills to see how financial planning, reporting, and analysis directly shape decision-making in a business that's scaling fast
  • This role is based in the Boston area, and is hybrid to work directly with the CEO and CFO, who are both based there
  • Support the CFO and Head of FP&A on financial analysis, reporting, and ad hoc projects that directly inform business decisions
  • Maintain and improve financial models, dashboards, and internal reports, keeping leadership's view of the business accurate and current
  • Organize, clean, and analyze large or imperfect datasets in Excel and Google Sheets, using formulas, pivot tables, and lookups to turn raw numbers into usable insight
  • Explore how AI tools can complement traditional analysis, testing new approaches to sharpen and speed up financial reporting
  • Assist with core FP&A and accounting tasks as needs arise across the finance function
  • Prepare clear, executive-ready presentations and reports in Google Slides and Google Docs
  • Contribute to process improvements across finance, accounting, and operations, simplifying recurring workflows where you spot the opportunity
  • Conduct research and benchmarking to support strategic and operational decisions

The application process

  • Recruiter Interview
  • Hiring Manager Interview + Excel Exercise
  • Finance Teammate Interview
  • CFO Interview
  • At least 1 interview will be conducted in person

Benefits

  • Flexible remote and hybrid working options
  • Competitive Salary and a variable component tied to personal and company performance
  • Company equity
  • Generous PTO and paid holidays
  • Parental leave opportunities
  • Extensive mental health benefits provided via our global Employee Assistance Program
  • Paid volunteering time - 16 hours annually

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