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The FP&A Analyst will support financial planning activities, maintaining models, and providing analytical insights for strategic financial decisions. Collaborating with various business units, this role focuses on data-driven recommendations to optimize performance and enhance profitability within a growing SaaS organization.
Immuta enables organizations to unlock value from their cloud data by protecting it and providing secure access. The Immuta Data Security Platform provides sensitive data discovery, security and access control, and data activity monitoring and has deep integrations with the leading cloud data platforms. Immuta is now trusted by Fortune 500 companies and government agencies around the world to secure their data. Founded in 2015, Immuta is headquartered in Boston, MA.
• Customers simplify operations, improve data security, and unlock data’s value. Customers include:
Roche – Saved $50M by securely operationalizing data products and saving inventory.
Thomson Reuters - Faster access to Snowflake data and a 60x increase in data usage resulting in greater productivity.
Swedbank – 3x time saved setting up data security and self-service policy authoring. 2x more data use cases. 5x improvement in process efficiency.
JB Hunt – Increased permitted use cases for cloud analytics by 100% by managing access to 100+ databases while achieving cost savings.
• Technology partners include Snowflake, Databricks, AWS, Azure, Google Cloud, and Starburst. Immuta was recognized as the Snowflake Data Security Partner of the Year in June 2023.
• Immuta has been recognized by Forbes as a top American startup employer, by Inc. Magazine and BuiltIn as one of the best workplaces, and by Fast Company as one of the top 50 most innovative companies.
• $267 million in total funding. Lead investors include NightDragon, Snowflake, and Databricks, along with additional funding from ServiceNow, Citi Ventures, Dell Technologies Capital, DFJ Growth, IAG, Intel Capital, March Capital, Okta Ventures, StepStone, Ten Eleven Ventures, and Wipro Ventures.
• A hybrid workplace with offices in Boston, MA; Columbus, Ohio; College Park, Maryland.
About the Team
Immuta’s Finance organization is a key strategic partner in our mission to make data secure, accessible, and trusted for every organization. Within Finance, the FP&A team drives forecasting accuracy, financial reporting, and strategic insights that fuel Immuta’s continued growth as a global SaaS leader. We work cross-functionally to provide data-driven recommendations that optimize performance, allocate resources effectively, and maximize profitability. Joining FP&A means helping shape Immuta’s financial future while collaborating with executives and cross-functional leaders in a fast-paced, high-impact environment.
Your Role
As an FP&A Analyst, you’ll support core financial planning activities, help maintain models, and provide insights that strengthen visibility across the business. Reporting to the VP of FP&A, you'll work closely with Accounting, Recruiting, and business partners to ensure accurate reporting and smooth planning cycles. This role is ideal for someone early in their finance career who's looking to deepen their FP&A experience, build scalable processes, and contribute to a growing SaaS organization.
HOW YOU'LL MAKE AN IMPACT
- Assist in building and maintaining financial models and analyses that guide strategic and operational decisions.
- Support annual planning and quarterly forecasting cycles by preparing trend analysis, variance reporting, and departmental summaries.
- Participate in monthly budget-to-actual (BvA) analyses, highlighting risks, opportunities, and performance drivers.
- Help track and analyze key SaaS metrics such as CAC, CAC payback, LTV, funnel conversion, and contribution margin.
- Collaborate with Accounting and business partners to ensure alignment and accuracy in financial reporting.
- Identify opportunities to improve reporting workflows, forecasting templates, and structured analyses.
- Support strategic initiatives through ad hoc analysis and scenario modeling
WHAT YOU'LL OWN
- Preparing and updating forecasting and performance analysis across departments and geographies.
- Contributing to monthly, quarterly, and annual financial reporting deliverables.
- Assisting with tracking and evaluation of SaaS KPIs and operational metrics.
- Maintaining and enhancing financial models and dashboards to support scalable reporting
- Partnering with department leaders to understand drivers and guide decision-making.
- Support of budgeting, long-term planning, and strategic finance initiatives.
WHAT WILL MAKE YOU STAND OUT
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 1- 3 years of experience in FP&A, consulting, or high-growth SaaS finance.
- Proven ability to build and maintain financial models and perform scenario analysis for SaaS metrics.
- Strong analytical and quantitative skills with the ability to synthesize complex data into clear insights.
- High attention to detail and accuracy in financial analysis and reporting.
- Effective communication and collaboration skills across teams and senior leadership.
- Self-starter mindset with a willingness to learn and improve processes.
- Proficiency in Google Workspace (especially Google Sheets); experience with NetSuite, Mosaic/Hi-Bob, or similar tools preferred.
- Familiarity with SaaS metric reporting, macOS, or automation tools for analytics is a plus.
- Embodies Immuta’s values: mission focused, humble intellect, independent achiever, helpful, and caring.
Benefits
At Immuta, our goal is to help bridge the gap between personal and professional growth, so that our team members can be well and thrive personally and professionally. After all, great professional success stories rarely happen without great personal success stories! Our generous benefits package given to all full time employees includes:
- 100% employer paid Healthcare (Medical, Dental, Vision) premiums for you and your dependents (including Domestic Partners)
- Stock Options
- Paid parental leave (Both Maternity and Paternity)
- Unlimited Paid time off (U.S. based positions)
- Learning and Development Resources
Immuta provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, marital status, age, disability (including disability due to pregnancy) or genetics, protected veteran status, or any other characteristic protected by law. Immuta complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment.
NOTICE TO THIRD PARTY RECRUITERS: Immuta does not accept candidates from third party recruiters. All candidates submitted through are considered to be submissions by the candidate and no submission will obligate Immuta to pay any third party for the referral or hiring of a candidate.
Top Skills
Google Sheets
Google Workspace
Hi-Bob
Mosaic
NetSuite
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)
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- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
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