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About the Role

Upshop is seeking a Senior FP&A Analyst to join its fast-moving Finance team. This role involves building financial models, understanding SaaS economics, and leveraging AI and automation for faster, more accurate financial processes. You will partner with various departments to analyze data and present clear, decision-ready insights to leadership.

Responsibilities

Execute the core monthly FP&A cycle, including financial reporting, variance analysis, forecasting, and management reporting.
Build and maintain driver-based models for ARR, revenue, headcount, opex, EBITDA, and cash flow using source data.
Develop scenario and sensitivity analyses to quantify the impact of key business drivers.
Analyze core SaaS and GTM metrics, identifying trends and their causes.
Partner with functional leaders to validate assumptions, identify risks and opportunities, and track performance.
Support the annual operating plan, monthly reforecast, and ad hoc business cases.
Produce concise, executive-ready presentations, dashboards, memos, and analysis for leadership.
Build and maintain AI-enabled workflows for rolling forecast updates and variance analysis.
Identify and implement process and template improvements to enhance Finance efficiency and scalability.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
4–6 years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role.
Demonstrated ability to build driver-based financial models from source data.
Working knowledge of SaaS and GTM metrics such as ARR, bookings, recurring revenue, retention, churn, expansion, gross margin, sales productivity, pipeline, and cash flow.
Hands-on experience using AI tools (e.g., ChatGPT, Copilot, Claude) with a real-world example.
Advanced Excel skills including complex formulas, pivots, lookups, data validation, and model design.
Strong PowerPoint and written communication skills for executive-level materials.
Comfortable working with large or messy datasets to derive clear takeaways.
Experience with NetSuite and Adaptive Planning is preferred.
SQL or Python skills are a plus for handling large datasets.
Experience in a SaaS, technology, or private-equity-backed operating environment is preferred.
Progress toward CPA or CFA is preferred.
Retail, grocery, convenience, or multi-location operations experience is a plus.

Skills

Financial modeling
SaaS economics
AI and automation
Data analysis
Financial reporting
Variance analysis
Forecasting
Management reporting
Driver-based modeling
Scenario analysis
Sensitivity analysis
SaaS metrics (ARR, bookings, retention, churn, etc.)
GTM metrics
Collaboration
Presentation skills
Executive communication
AI tools (ChatGPT, Copilot, Claude)
Advanced Excel
PowerPoint
Data visualization
SQL (preferred)
Python (preferred)

Location

Remote

Work Type

Full-time

Experience Level

Senior

Education Level

Bachelor's degree

Benefits

Competitive compensation
Flexible work arrangements
Real growth path

About the Company

Upshop is the market leader in Total Store Operations solutions for grocery and convenience retail.
Our AI-powered SaaS platform connects Fresh, Center, eCommerce, and DSD operations to create a simpler, smarter, and more connected store experience.
More than 450 retail chains trust Upshop across 50,000+ stores in 35 countries.