nylas - FP&A Analyst

• The work spans the full breadth of FP&A at a high-growth SaaS company: • ARR and revenue modeling: maintaining driver-based ARR forecast models, platform and product-level forecasting, and preparing data for system uploads • Working capital and cash flow: building and maintaining dynamic working capital forecasts that tie to operational assumptions • Customer and cohort analytics: ARR trending by customer segment, churn and expansion analysis, and retention metrics • Variance analysis: budget vs. actual, period-over-period, and narrative commentary for exec and board audiences • Ad hoc executive support: rapid-turnaround analyses and summary documents when leadership needs answers fast • How You'll Work • In this role, you’ll be expected to leverage AI tools as a core part of your workflow to improve speed, quality, and impact. This includes drafting summaries, building and refining model logic, transforming data, writing documentation, and producing presentation-ready outputs. Comfort with using AI to enhance your work is essential to success in this role. • What You Must Bring • Educational and Professional Background: • 2-4 years of experience in SaaS FP&A, preferably with experience working on the three statements. You’ve worked closely with department leads, built models to support decision-making, and are comfortable owning planning cycles end-to-end. • Strong foundational knowledge of finance and accounting principles, with experience in forecasting, budgeting, and financial modeling. • This role is ideal for someone in the early stages of their FP&A career who is ready to step into more ownership, work cross-functionally, and influence business decisions. • Technical Proficiency: • Advanced Excel / Google Sheets — complex financial models, dynamic formula logic, structured data ranges, named ranges, and cross-sheet architecture • Proficient with AI tools for knowledge work — you actively use tools like Claude, ChatGPT, Copilot, or similar to build models, draft analysis, summarize documents, reformat outputs, and think through problems • Able to independently produce polished deliverables: Excel models, Word documents, PDF summaries, and presentation decks, without relying on a designer or editor • Bonus: familiarity with BI tools (Looker, Tableau, or similar), SQL, or financial systems (NetSuite, Hubspot, Salesforce) • Analytical and Critical Thinking Skills: • You can work backward from a business question to a model structure, not just fill in pre-built templates • Strong instincts for what matters - you surface the insight, not just the output • Comfortable with ambiguity; able to make reasonable assumptions, document them, and move forward without waiting for perfect data • Communication and Collaboration: • Clear, concise written communication. You can turn a model into a one-page executive summary without losing the substance • Able to present findings to senior stakeholders, including the CFO, without requiring heavy pre-prep or hand-holding • You ask sharp clarifying questions before going deep on the wrong thing • Mindset and Ownership: • Resourceful by default - when you hit a wall, you find a way around it • You take ownership of your work and hold yourself to a high standard of accuracy • Growth-oriented: you want to get better at this, not just deliver what was asked • Resilient under deadline pressure; you can prioritize competing asks without losing quality