Financial Planning & Analysis Analyst (3-Month Temp Contract)

We are seeking a detail-oriented and highly analytical temporary FP&A professional to support advanced financial modeling, monthly reporting updates, SaaS ARR data management, and system integration work across Salesforce (CRM), Sage Intacct (ERP), and Maxio (SaaS Billing & Revenue Reporting).

This role is heavily focused on complex Excel modeling, SaaS metrics, and cross-system data alignment, while also supporting senior leadership during an intensive 2026 budget planning cycle. The ideal candidate is detail-oriented, independent, and comfortable working in a fast-paced environment with tight deadlines.

Duties and Responsibilities

• Improve, maintain, and enhance advanced and complex Excel financial models used for actuals, forecasting, and budgeting
• Support the CFO, VP of Finance, and Controller through the 2026 budget planning cycle, including prep for the final Board presentation (end of Jan 2026)
• Update financial models monthly with actuals, budgets, headcount, expenses, and ARR data flowing through the P&L, Balance Sheet, and Cash Flow
• Automate manual processes using Excel (e.g., Power Query, data connections) to improve efficiency
• Maintain and enhance the ARR / customer subscription database
• Reconcile, validate, and align data across Salesforce, Sage Intacct, and Maxio as part of an integration and data consistency project
• Conduct ad-hoc financial and operational analyses as needed
• Provide clear, accurate financial insights to support strategic decision-making