Senior FP&A Analyst (Remote)

We are seeking a highly skilled and driven Senior FP&A Analyst to join our dynamic and innovative team in the rapidly changing vehicle fleet technology industry. As a vital catalyst at Fleetio, you will have an unparalleled opportunity to shape our financial future through your exceptional financial expertise and strategic insights. Collaborating seamlessly with a diverse range of cross-functional teams, including Accounting, Sales, Marketing, Customer Experience, Product, Engineering, Business Operations, and HR, you will be at the forefront of driving our success.

In this role you will leverage your unparalleled analytical prowess and unrivaled financial acumen to fuel our critical decision-making processes. Fearlessly diving deep into financial data and market trends, you will uncover valuable insights that not only guide, but accelerate our strategic initiatives. With an unwavering focus on identifying untapped avenues for growth and optimization, you will become the catalyst that propels our financial performance to new heights.

Prepare to embark on an exciting journey where your boundless curiosity, exceptional analytical skills, and ability to present a compelling financial story will make a lasting impact on our path to success. If you thrive in a dynamic environment where your contributions directly shape our company's bottom line, then this is the perfect opportunity for you to shine and make a meaningful difference.

Reporting directly to Fleetio's Sr. Director, FP&A, you will have a unique opportunity to work closely with the executive leadership team (ELT) members. As the pioneering Senior FP&A analyst at our visionary data-first company, you will have the privilege to dive deep into the financial landscape and contribute to its development. This role empowers you with autonomy to establish frameworks, implement best practices, and uncover critical financial insights. Your strategic thinking and innovative approaches will propel Fleetio to new levels of success and leave a lasting impact.

Step into this career-defining opportunity and unleash your transformative potential. Join our journey where you can shape our course towards greatness and make significant contributions to our future. Your insights will play a pivotal role in our continued success and establish you as a catalyst for our growth.

What's Fleetio?

Fleetio (pronounced "flee-tee-oh") is a leading provider of fleet management SaaS that helps organizations of all sizes track, analyze, automate, and manage their vehicles and equipment. With a purpose-built, easy-to-use, and comprehensive suite of tools and features, Fleetio makes it easy for fleet managers to optimize their operations, reduce costs, and improve safety and compliance.

We've become a trusted partner for thousands of businesses across the globe, from small startups to large enterprises. With a focus on innovation, customer success, and sustainable growth, Fleetio is on a mission to transform fleet management.

What makes us special, you might ask? We've been remote-friendly since 2012 and have been recognized as Birmingham Alabama's Best Places to Work five years in a row. We have over 200 employees all over the United States, Canada, and Mexico, and have over 5000 paying customers in 70+ countries. It's an exciting time at Fleetio as we're growing 50+% year on year and have just closed our Series C round led by our incredible investment partner, Elephant. We're building the fleet management platform of the future - the single screen for fleet managers to drive their businesses forward.

More about our product and company:

• Fleetio product overview video: https://www.youtube.com/watch?v=IlvIbwZT3oU
• Our careers page: https://www.fleetio.com/careers
• Check us out on Glassdoor (i.e., people love working here): https://www.glassdoor.com/Reviews/Fleetio-Reviews-E1745407.htm

What you'll be doing

• Lead and own the development and maintenance of the financial model (e.g. Mosaic), including income statement, balance sheet and cash forecasting, with a specific focus on SaaS industry dynamics and metrics.
• Implement cash flow forecasting models and methodologies tailored to the unique characteristics of the SaaS industry, including considerations for churn, upsells, and renewals, to provide accurate visibility into cash requirements and support effective cash management strategies.
• Drive continuous improvement in forecasting methodologies, processes, and reporting to enhance accuracy, efficiency, and effectiveness.
• Perform in-depth analysis of financial data, key performance indicators (KPIs), and business trends to assess the financial performance against budgets, forecasts, and prior periods, weaving a compelling narrative that effectively communicates the story behind the numbers to leaders and stakeholders.
• Foster an engaging and informative dialogue with leaders and stakeholders, translating complex financial data into a compelling narrative that facilitates decision-making and drives meaningful actions to enhance our financial performance.
• Collaborate with cross-functional teams to gather and analyze financial data, ensuring accuracy and completeness of income statement and balance sheet information for insightful financial analysis.
• Collaborate with accounting team to ensure accurate and timely recording and reporting of financial transactions, adhering to relevant accounting principles and SaaS-specific revenue recognition standards.
• Actively contribute to the strategic planning process, providing financial insights and recommendations to support the achievement of business objectives.

This is a position we consider essential to the company's success. Be sure to mention coffee in your cover letter so we know you actually read this.

What's in it for you

• Be a part of an incredible team of "A" players who go above and beyond to make Fleetio a successful company. We're a customer-centric team with a great product, excellent support, and countless happy customers.
• Work remotely (within the United States), or at our Birmingham, AL HQ. We strive to promote a strong remote working culture and have done so since the beginning.

Our team

Your future fellow team members currently live in Birmingham, Chicago, and along the Gulf Coast. The Birmingham group periodically works out of the HQ building when the flow is right, but also works digitally first along with much of our company. In a nutshell, we want the best talent located wherever they happen to be. We can usually catch each other for quick Slack pings or Zoom calls from roughly the core hours of 9 am to 3 pm Central. We rely heavily on asynchronous communication through Asana, our company-wide project management system.

From a systems standpoint, we use a lot of them. We rely on the saying: "a great solution today can become a problem tomorrow." We are constantly thinking about if processes or systems will scale. If we can get a few years from a system before we need to replace it, then we'll implement it. We rely heavily on automated integrations between our systems so we can keep manual work down.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CFA qualification is considered a plus.
• 5+ years of proven experience in financial planning and analysis, preferably within the software sector.
• Strong proficiency in financial modeling analysis using Excel or other relevant tools. Advanced formula writing, pivot tables, writing and maintaining macros, and charting/modeling excite you!
• Familiarity with SaaS metrics, such as MRR (Monthly Recurring Revenue), CAC (Customer Acquisition Cost), NRR (Net Revenue Retention), GRR (Gross Revenue Retention), Churn Rate, and LTV (Customer Lifetime Value).
• Natural curiosity with a keen interest in understanding the story behind the numbers, going beyond surface-level analysis to uncover valuable insights.
• Strong communication and storytelling skills, with the ability to effectively convey financial concepts and analysis to non-financial stakeholders, crafting a compelling narrative that drives decision-making.
• Proficiency in data visualization and financial planning software is a plus (e.g., Tableau, Power BI, Adaptive Planning, Mosaic, or other tools).
• Experience with ERP systems (e.g., NetSuite).
• Self-motivated and proactive approach to problem-solving, with a continuous improvement mindset.
• Ability to adapt quickly to changing priorities and thrive in a fast-paced, dynamic environment.
• Strong ethics and integrity in handling confidential financial information.

Benefits

• 100% health/dental coverage (50% coverage for family)
• Vision insurance
• Incentive stock options
• 401(k) match of 4%
• PTO - 4 weeks
• 8 company holidays + 2 floating holidays
• Parental and bonding leave
• Dependent care and medical FSA
• Short and long term disability
• Community service funds
• Professional development funds
• Health and wellness initiatives
• Mac laptop + new hire equipment stipend
• Monthly catered lunches
• Fully stocked kitchen with tons of drinks & snacks
• Remote working friendly since 2012 #LI-REMOTE

Fleetio provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment. We celebrate diversity and are committed to creating an inclusive environment for all. All employment is decided on the basis of qualifications, merit and business need.

This application is not intended to and does not create a contract or offer of employment. Employment with Fleetio is at will.

If you have a disability or a special need that requires an accommodation to fill out the online application, please let us know by calling (205) 718-7500 or emailing [email protected].