Financial Planning & Analysis Lead

Description

About the Role
We are seeking an experienced Senior FP&A Lead to support our finance team following a recent ERP migration to NetSuite. This role will play a critical part in building and optimizing our financial reporting, forecasting, and budgeting capabilities using NetSuite Planning and Budgeting (NSPB).
The ideal candidate brings strong strategic FP&A experience, hands-on expertise with NetSuite, and a deep understanding of ARR-driven business models, ideally with exposure to professional services revenue.

Key Responsibilities:
 

• Lead the setup, configuration, and ongoing optimization of NetSuite Planning and Budgeting
• Build and maintain financial models for budgeting, forecasting, and long-range planning
• Develop and deliver accurate financial reporting to support leadership decision-making
• Analyze ARR metrics, revenue forecasts, and performance trends
• Partner with cross-functional teams to align financial planning with business strategy
• Improve FP&A processes, controls, and reporting accuracy post-ERP migration
• Support executive leadership with insights, dashboards, and financial presentations
   

Requirements

• 5+ years of experience in FP&A, with senior-level ownership of planning and reporting
• Hands-on experience with NetSuite Planning and Budgeting
• Strong background in ARR-based businesses (SaaS or subscription models preferred)
• Experience supporting professional services or mixed revenue models
• Advanced financial modeling and forecasting skills
• Excellent communication and stakeholder management abilities

Nice to Have
 

• Experience supporting post-ERP implementation or optimization
• Background working with remote or distributed teams
• Prior leadership or team-building experience

Benefits

• Opportunities for growth and advancement
• Competitive compensation package, including Maxicare HMO