Clutch (withclutch.com) Logo

Clutch (withclutch.com)

FP&A Analyst

Reposted One Month Ago
Remote
Hiring Remotely in United States
93K-120K Annually
Mid level
Remote
Hiring Remotely in United States
93K-120K Annually
Mid level
Partner with GTM (Sales, Marketing, Customer Success) to own GTM financial models, forecasts, and reporting. Deliver KPI dashboards, variance analysis, board/QBR packages, and analyses that guide hiring, commission, and spend decisions. Embed with GTM leaders to influence investment and improve forecasting accuracy.
The summary above was generated by AI

About the Role

We're looking for an FP&A Analyst to join our Finance team and help drive the financial planning, reporting, and analysis that support the company's growth and profitability goals. You'll own key financial models and reporting processes that connect operational data across the business to our revenue, spend, and performance targets. This role sits at the center of Finance, translating operational metrics into financial insight and helping leadership make smarter, faster decisions about where to invest. This role reports to the head of FP&A.

What You’ll Do

Within 3 months, you will:

  • Learn our company structure, systems, and monthly close/forecast calendar.

  • Build core reporting (monthly variance analysis, KPI dashboards, and budget-vs-actual reviews) with support from the FP&A Lead.

  • Build relationships with key stakeholders across departments and sit in on their team's planning reviews.

  • Get up to speed on our current-year budget assumptions and key business drivers.

Within 6 months, you will:

  • Independently own a forecast cycle end-to-end, including headcount and departmental spend.

  • Be a primary finance point of contact for business leaders, fielding their ad hoc requests and proactively flagging risks/opportunities in their numbers.

  • Deliver your first full board or business review package section.

Within 9 months, you will:

  • Be fully embedded as a trusted advisor to business leadership, influencing decisions on hiring pace, budget allocation, or investment priorities.

  • Lead a cross-functional analysis from scratch (e.g., new initiative economics, ROI deep-dive, or process redesign impact).

  • Have implemented at least one process improvement that measurably reduces manual effort or improves forecast accuracy.

  • Support pricing, unit economics, and new market or investment cases as needed.

What You’ll Bring

  • 5+ years of experience in FP&A, investment banking, corporate finance, consulting, or a related analytical field, ideally at a SaaS or subscription-based company.

  • Strong grasp of SaaS and business performance metrics and how they connect to overall company performance.

  • Advanced Excel/Google Sheets modeling skills; experience with FP&A/EPM tools a plus.

  • Familiarity with CRM or ERP systems, and comfort pulling and validating operational data.

  • Excellent communication skills: able to translate financial analysis into clear, actionable recommendations for non-finance stakeholders.

  • Detail-oriented with strong organizational skills; comfortable managing multiple deadlines (monthly close, forecast cycles, board prep) simultaneously.

Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.

What’s In It For You?

  • Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.

  • Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.

  • Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.

  • Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.

  • Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.

  • Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.

  • Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.

About Us

Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt.  Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions.

Clutch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Salary Transparency
US Tier I (SF, NYC, LA, Seattle): $104,000 - $120,000
US Tier II (All Other): $93,000 - $107,000
Actual pay may vary based on qualifications, skills, experience, and location. Base salary does not include bonus, equity, or benefits, which are offered in addition as applicable.
Applications will be accepted on an ongoing basis.

Our organization participates in E-Verify. Click here to learn about E-Verify.
A Note About AI at Clutch
We love AI. We use it often and encourage our team to creatively and effectively leverage AI tools in their work. If you join Clutch, we hope you'll bring the same enthusiasm for exploring how AI can amplify impact, productivity, and innovation.
That said, during the interview process, we want to hear your thoughts. Please approach interviews without the use of AI tools—our goal is to get to know how you think, solve problems, and communicate. Once you're in the seat, bring on the prompts!

Similar Jobs

21 Days Ago
Easy Apply
Remote or Hybrid
Easy Apply
100K-120K Annually
Senior level
100K-120K Annually
Senior level
Automotive • Greentech • HR Tech • Sales • Software
Leads financial planning, budgeting, forecasting, variance analysis, investor reporting, and financial performance insights. Owns reporting accuracy for bookings, retention, revenue, commissions, and forecasts while partnering with Accounting, RevOps, Customer Success, Sales, Product, and leadership. Supports month-end close, acquisition integration, process automation, annual budgets, rolling forecasts, and financial review meetings. Requires strong financial modeling, data analysis, cross-functional communication, and autonomous problem-solving skills.
Top Skills: ExcelNetSuitePower BISalesforce
Yesterday
Remote
United States of America
90K-128K Annually
Senior level
90K-128K Annually
Senior level
Healthtech
Leads advanced financial planning and analysis, including forecasting, budgeting, financial modeling, variance analysis, executive reporting, and KPI development. Partners with business leaders to identify risks, opportunities, and cost savings; supports strategic initiatives, M&A diligence, and process improvements. Serves as an FP&A subject matter expert, resolves complex financial issues, improves tools and reporting, and mentors junior analysts.
Top Skills: AdaptiveErp/Accounting SoftwareHyperionExcelNetSuite
3 Days Ago
Remote
US
100K-112K Annually
Senior level
100K-112K Annually
Senior level
Healthtech
Supports FP&A for the Risk Adjustment organization by building P&L models, forecasts, budgets, long-range plans, management reports, KPI analyses, and executive presentations. Partners with finance and business leaders to translate complex financial and operational data into decision-ready insights, identify risks and opportunities, improve reporting automation, and support financial planning system implementations.
Top Skills: Automated ReportingBusiness Intelligence ToolsDashboardsData ModelsExcelOracle Enterprise Performance Management (Epm)Oracle Planning And Budgeting Cloud SolutionSQL

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account