Why This Job is Featured on The SaaS Jobs
This Sr. Corporate FP&A Analyst role stands out in the SaaS landscape because it sits at the intersection of subscription economics and executive decision-making. The scope spans consolidated planning and reporting across the organization, with explicit attention to SaaS-native performance measures like ARR, net retention, gross margin, and Rule of 40. That combination signals a finance seat that is close to how modern SaaS companies manage recurring revenue, efficiency, and capital allocation.
For a SaaS finance career, the long-term value is the repeated exposure to the operating cadence that defines the category: annual budgets, quarterly reforecasts, variance narratives, and scenario work tied to headcount and investment tradeoffs. Building board and investor reporting packages also develops a durable skill set in translating product and go-to-market signals into financial stories, a capability that transfers across SaaS businesses and stages.
This position is best suited to an analyst who prefers structured problem solving, high ownership over models and reporting outputs, and frequent collaboration with functional leaders and Accounting. It will fit someone ready to operate with executive-level stakeholders and who wants to deepen fluency in SaaS metrics while staying grounded in core corporate finance craft.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
Your role
As a Sr Analyst, Corporate FP&A, you’ll support the consolidated financial planning and reporting process across the entire organization. You’ll build and maintain financial models, prepare board and executive-level reporting packages, conduct variance analysis, and provide analytical support for key corporate initiatives, including capital allocation, headcount planning, and long-range planning. By tracking and analyzing key SaaS metrics such as ARR, net retention, gross margin, and Rule of 40, this role will help drive informed decision-making and support Dialpad’s path to continued growth and profitability.
This position reports to our Head of FP&A and has the opportunity to be based in our Austin office.
What you’ll do
- Build and maintain the consolidated financial model, including P&L, balance sheet, and cash flow forecasting.
- Support the annual budgeting and quarterly forecasting processes across all departments.
- Prepare monthly and quarterly variance analysis (budget vs. actual vs. forecast) and present findings to Finance leadership.
- Own and produce board of directors, investor, and executive reporting packages.
- Support headcount planning and tracking in partnership with HR and department leaders.
- Conduct ad hoc financial analyses and scenario modeling to support strategic initiatives such as capital allocation, investment decisions, and long-range planning.
- Develop and automate reporting dashboards and tools to improve visibility into financial performance.
- Partner with Accounting to ensure alignment between actuals and forecasts during month-end close.
- Assist with other projects as needed.
Skills you’ll bring
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 5–7 years of FP&A, corporate finance, investment banking, or related analytical experience; SaaS or tech industry experience strongly preferred.
- Advanced proficiency in Google Sheets or Excel; strong 3-statement financial modeling and analytical skills.
- Experience with FP&A/forecasting tools such as Adaptive Planning or Anaplan preferred.
- Strong understanding of SaaS business models and key metrics (ARR, MRR, churn, net retention, CAC, LTV).
- Excellent communication and presentation skills with the ability to distill complex data into clear narratives for executive audiences.
