Senior FP&A & Strategic Finance

Access SoftekAccess Softek·Remote
Finance
Excel

WFA Digital Insight

As demand for strategic finance professionals grows, Access Softek's remote Senior FP&A role stands out for its emphasis on elite Excel skills and business storytelling. With the shift to cloud-based financial management, candidates with experience in QuickBooks Online and a deep understanding of SaaS metrics are in high demand. Before applying, consider how your skills align with the company's transitional phase and growth goals.

Job Description

About the Role

Access Softek is seeking a high-agency finance professional to own its financial modeling, reporting infrastructure, and strategic analysis. The company is in a transitional phase, moving from QB Desktop to QBO and redefining its Chart of Accounts.

Responsibilities

  • Own and manage the QuickBooks Online environment
  • Map historical data from QB Desktop to the new Chart of Accounts
  • Develop allocation methodologies for shared resources
  • Own the ARR Waterfall and perform NRR and GRR analysis
  • Maintain a live, audit-ready database of customer contracts

Requirements

  • 5+ years of experience in FP&A, Corporate Finance, or Transaction Advisory
  • Experience with QuickBooks Online
  • Advanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot Tables
  • Understanding of Deferred Revenue and revenue recognition principles

How to Stand Out

  • To stand out, highlight your ability to tell a clear business story through financial modeling and analysis.
  • Ensure your Excel skills are up-to-date, including proficiency in INDEX(MATCH) and SUMIFS functions.
  • Be prepared to discuss how you handle complex revenue recognition and provide examples from your experience.
  • Showcase your understanding of SaaS metrics, such as ARR, NRR, and Gross Margin, and how you've used them to inform strategic decisions.
  • Develop a portfolio that demonstrates your ability to work independently with minimal supervision and produce boardroom-ready outputs.

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