Financial Planning and Operations Analyst

Arrowroot Capital
 Bloomington, MN

Overall Job Purpose:

Financial Planning and Operations Analyst will be a self-starter with a strategic leadership

mindset, able to manage time and balance responsibilities in a high growth SaaS


This newly created role reporting to the VP of Finance will have the main objective of

maintaining regular FP&A reports and will be able to support our day-to-day sales

operations needs.

Main Duties and Responsibilities:

Duties of the Financial Planning and Operations Analyst can include any or all of the following:

- Maintenance and responsibility for the tracking and data quality of the SaaS metrics

of the business (Churn rates, Dollar and logo retention metrics, LTV, CAC etc.)

- Involvement in compiling data and processing updates on the financial model of the

business in tandem with the company controller.

- Advise sales reps through the deal flow process and reviewing each Order form to

ensure it conforms to internal policy and is aligned to current rev-rec policy.

- Enable best practices and prepare non-standard and/or strategic deals for

management review based on approval guidelines.

- Coordinate with the company controller to improve workflows and fully utilize the

existing finance tech-stack to ensure maximum efficiency in the team.

- Enable sales new hires on systems navigation and best practices in line with finance


- Drive proactive communication with internal business partners such as: Sales,

Customer success and Technology to drive improvement in business results.

- Monitoring the company CRM system for accuracy and compliance, including the

closing out of opportunities in line with finance policies and that all documentation is

received and stored correctly.

- Be a trusted advisor to the VP of Finance as well as provide continuous suggestions for operational improvement.

- Support ad-hoc reporting and projects focusing on process improvement and


- Continuously monitor the quote to cash process to ensure business efficiency and


- Provide ad-hoc assistance to the global accounting team during busy times such as

audit or due diligence requests.

These duties and responsibilities are indicative and not exhaustive. We may make

adjustments from time to time to reflect the changing needs of the organization. We may

require you to carry out reasonable alternatives within the character of your post. We expect

you to adopt a flexible approach to your role but will consult you about significant changes.

Job Title:


Financial Planning and Operations Analyst









  • Bachelors degree in Business or Finance


  • Advanced Excel Skills
  • Comfortable with SaaS technology and a working knowledge of how integrations between systems work at a high level.
  • Experience working with Intacct/SaaSOptics.
  • Experience with Salesforce/ Hubspot or a similar CRM.


  • The ability to communicate with numerous stakeholders effectively and concisely across the business.
  • Attention to detail with an ability to solve problems.
  • Energetic, dedicated, and self-driven
  • Ability to work independently within a team environment
  • Experience with SaaS subscription and SaaS metrics
  • Familiarity with accounting concepts and principles
  • Analytical skills and experience with contract management/ deal desk


  • 3+ years of experience working in a similar role that included both supporting and advising Sales reps, and the building out of a dedicated FP&A reporting function.
  • Working with an office-based finance team.


  • Flexibility with schedule due to end of month/quarter demands