Senior FP&A Analyst

Upshop is the market leader in Total Store Operations solutions for grocery and convenience retail. Our AI-powered SaaS platform connects Fresh Center eCommerce and DSD operations to create a simpler smarter and more connected store experience. More than 450 retail chains trust Upshop across 50000 stores in 35 countries.

Upshop is looking for a Senior FP&A Analyst to strengthen a fast-moving Finance function. This is a hands-on role for someone who builds financial models well understands SaaS economics and uses AI and automation to make Finance faster and more accurate.

Reporting to the Manager FP&A youll partner with Sales Product Engineering Customer Success and G&A to turn data into clear decision-ready analysis. Youll own your models and analyses end to end and bring a point of view not just a number when you present to Finance leadership.

• Execute the core monthly FP&A cycle: financial reporting variance analysis forecasting and management reporting.
• Build and maintain driver-based models for ARR revenue headcount opex EBITDA and cash flow working from source data rather than static templates.
• Develop scenario and sensitivity analyses that quantify the impact of changes in growth sales productivity retention hiring spend and other key business drivers.
• Analyze core SaaS and GTM metrics ARR bookings pipeline sales capacity/productivity churn retention expansion gross margin CAC Rule of 40 pipeline coverage win rate sales cycle length and quota attainment and flag whats moving and why.
• Partner with functional leaders to validate assumptions surface risks and opportunities and track performance against plan.
• Support the annual operating plan monthly reforecast and ad hoc business cases.
• Produce concise executive-ready presentations dashboards memos and analysis for leadership QBRs and Board-related materials.
• Build and maintain AI-enabled workflows like rolling forecast updates and forecast-vs-actual variance analysis with appropriate review and data-security controls.
• Identify and implement process and template improvements that make Finance faster and more scalable.

• Bachelors degree in Finance Accounting Economics or a related field.
• 46 years in FP&A corporate finance investment banking consulting or a similarly analytical role.
• Demonstrated ability to build driver-based financial models from source data not just update existing templates.
• Working knowledge of SaaS and GTM metrics: ARR bookings recurring revenue retention churn expansion gross margin sales productivity pipeline and cash flow.
• Hands-on experience using AI tools (e.g. ChatGPT Copilot Claude) to speed up analysis documentation or reporting be ready to show a real example.
• Advanced Excel: complex formulas pivots lookups data validation and model design.
• Strong PowerPoint and written communication skills able to build concise executive-ready materials.
• Comfortable working with large or messy datasets and turning them into a clear takeaway.

• Experience with insert Upshops actual planning/BI stack e.g. NetSuite and Adaptive Planning; SQL or Python a plus for larger datasets.
• SaaS technology or private-equity-backed operating environment experience.
• Progress toward CPA or CFA.
• Retail grocery convenience or multi-location operations experience a plus not required.

• Direct exposure to senior Finance leaders and real business decisions.
• Help build modern FP&A capability driver-based planning scenario modeling AI-enabled workflows.
• Broad exposure across a global growing SaaS business.
• Collaborative entrepreneurial team that values ownership and rigor.
• Competitive compensation flexible work arrangements and real growth path.