Tasq Staffing Solutions is hiring a commercially driven Financial Planning & Analysis (FP&A) leader to oversee company-wide budgeting, forecasting, and financial analysis. In this remote role within a private equity-backed SaaS environment, you will work closely with the CFO, VP of Finance, and Controller to provide actionable insights to senior leadership.
What You'll Do
- Lead the annual operating plan (AOP) and rolling forecast process.
- Maintain and enhance integrated financial models for P&L and cash flow.
- Support annual budget preparation and board-level presentation materials.
- Develop driver-based models and scenario analyses to support business decisions.
- Deliver monthly forecast updates incorporating actuals, headcount, operating expenses, and revenue projections.
- Track and analyze recurring revenue metrics like ARR, bookings, churn, and retention.
- Support revenue forecasting in partnership with Sales and Revenue teams.
- Provide insights on SaaS unit economics and revenue performance trends.
- Ensure alignment between financial reports and CRM-reported revenue data.
- Prepare monthly and quarterly management reports and deliver variance analysis.
- Build executive dashboards and board-ready financial summaries.
- Support strategic initiatives through financial modeling and investment analysis.
- Coordinate data alignment between finance and CRM systems.
- Improve reporting accuracy and streamline financial reporting processes.
- Partner with department heads to align budgets with business priorities.
- Provide financial guidance to improve cost efficiency and margin performance.
- Support leadership in decision-making through data-driven insights.
What We're Looking For
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 5 to 10 years of progressive FP&A or corporate finance experience.
- Experience in a high-growth or subscription/recurring revenue environment.
- Strong financial modeling skills in Excel, including budgeting, forecasting, and scenario modeling.
- Experience preparing management- or executive-level reports, including board reporting.
- Understanding of subscription revenue metrics such as ARR and MRR.
- Experience with accounting systems like NetSuite or Sage Intacct.
- Experience with BI tools like Power BI, Tableau, or Looker.
- Strong analytical skills with attention to detail.
- Ability to work independently in a lean, high-accountability environment.
- Strong communication skills with the ability to partner with senior stakeholders.
- Proven ownership of budgeting and forecasting cycles.
- Experience building and maintaining financial models to support business planning.
- Exposure to executive or board reporting.
- Working knowledge of SaaS revenue dynamics.
- Ability to balance technical financial modeling with strategic business support.
- Experience operating in a lean team structure.
Nice to Have
- Experience in SaaS or technology companies.
- Experience working with a CRM, such as Salesforce.
Technical Stack
- Excel
- CRM (e.g., Salesforce)
- Accounting systems (NetSuite, Sage Intacct, or similar)
- BI tools (Power BI, Tableau, Looker)
Team & Environment
You will work closely with the CFO, VP of Finance, and Controller in a lean team structure.
Work Mode
This is a fully remote position available to candidates based in the United States.




