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Senior FP&A & Strategic Finance (SaaS) - Remote

Posted 2 weeks ago
Finance / Legal
Full Time
Worldwide

Overview

Access Softek is a leader in the digital banking software space. We are seeking a high-agency finance professional to take ownership of our financial modeling, reporting infrastructure, and strategic analysis.

In Short

  • Own and manage the QuickBooks Online environment
  • Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting
  • Execute the financial separation of consulting business from the main FinTech entity
  • Develop allocation methodologies for shared resources to produce standalone P&Ls
  • Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn
  • Perform NRR and GRR analysis with clear understanding of what's driving the numbers
  • Maintain a live, audit-ready database of all customer contracts
  • Ensure billing in QBO matches recognized revenue in our models
  • Allocate costs to products and clients to understand unit economics
  • Track headcount costs and allocation across R&D, COGS, and OpEx

Requirements

  • 5+ years of experience in FP&A, Corporate Finance, or Transaction Advisory
  • Experience with QuickBooks Online is required
  • Advanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot Tables
  • Understanding of Deferred Revenue and revenue recognition principles
  • Strong knowledge of B2B SaaS economics
  • Ability to spot when numbers look wrong and sanity-check data
  • Comfortable working with ambiguity and turning raw data into outputs
  • High autonomy — can work independently with minimal supervision
  • Proficient English (written and verbal)

Benefits

  • Remote-friendly role
  • Flexible working hours
  • Experienced development teams
  • Long-term employment
  • Competitive salary
  • Paid vacation and national holidays
  • Paid sick leave and internal medical insurance policy
  • Mental health coverage
  • Compensation for training and additional education
  • Community of practice and knowledge sharing
  • Provision of computer equipment if necessary
  • Internet compensation ($50 per month)
  • And other benefits described in detail in the Staff Handbook
Access Softek logo

Access Softek

Access Softek is a well-established software company with 30 years of experience in the industry, providing innovative online banking and mobile platforms to over 400 financial institutions. Their solutions help these institutions connect with millions of members and positively impact communities across the country. The company fosters a supportive and fast-paced work environment where team members are encouraged to share their ideas and contribute to the company's success.

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