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Protocol Intelligence
Data-driven signals on your job's competitivenessMid-level generalist FP&A with procurement ownership increases candidate competition.
Core FP&A skills transfer across industries, but PE-backed SaaS and procurement experience increase industry specificity.
Mandatory 5+ years and NetSuite/ERP plus finance modeling requirements create moderately strict screening.
Job Description
Structured overview of role & requirementsAbout This Role
Lead financial analysis focused on non-headcount and vendor-driven spend, ensuring accurate month-end close, re-forecast, and reporting cycles.
Manage expense management framework and serve as primary FP&A partner to Procurement, driving cost-saving initiatives and vendor spend tracking.
Prepare and present financial insights including variance analyses and monthly reports for leadership to support business decisions on cost optimization.
Minimum Requirements
Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.
5+ years of experience in financial planning and analysis, with demonstrated experience in expense management, procurement, or vendor spend analysis.
Advanced proficiency in Microsoft Excel and financial planning software; hands-on experience with ERP systems required (NetSuite preferred).
Work Experience Required: 5+ years in relevant financial planning and analysis roles
Ideal Candidate Profile
Experience within a PE-backed SaaS organization is strongly preferred, indicating familiarity with fast-paced, high-growth environments.
Proven ability to build and refine complex financial models and spend/vendor management frameworks, demonstrating strong analytical rigor.
Skilled in partnering with Procurement and cross-functional teams to influence spend controls, budgetary compliance, and cost optimization initiatives.