S
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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