Senior FP&A & Strategic Finance

Access Softek is a leader in the digital banking software space. We are seeking a high-agency finance professional to take ownership of our financial modeling, reporting infrastructure, and strategic analysis. This is not a traditional maintenance role. We are in a transitional phase—moving from QB Desktop to QBO, redefining our Chart of Accounts, and managing a financial carve-out of a historical business unit from our main operations. You will step in to replace an external consulting firm, bringing high-level work in-house and serving as the "owner of the truth" for our financial data. We need a "Strategic Modeler"—someone who possesses elite Excel skills but uses them to tell a clear business story. You will be responsible for ensuring our financials are accurate at all times, handling complex revenue recognition, and providing the executive team with a clear view of SaaS metrics (ARR, NRR, Gross Margin) without needing 48 hours to clean the data first.This position is remote, full-time, and requires overlap with US Pacific daytime hours. \nKey ResponsibilitiesOwn and manage the QuickBooks Online environmentMap historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reportingExecute the financial separation of consulting business from the main FinTech entityDevelop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entitiesOwn the ARR Waterfall — tracking New Logos, Expansion, Contraction, and ChurnPerform NRR and GRR analysis with clear understanding of what's driving the numbersMaintain a live, audit-ready database of all customer contractsEnsure billing in QBO matches recognized revenue in our modelsAllocate costs to products and clients to understand unit economics and provide guidance on strategic decisionsTrack headcount costs and allocation across R&D, COGS, and OpExRequirements5+ years of experience in FP&A, Corporate Finance, or Transaction AdvisoryExperience with QuickBooks Online is requiredAdvanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot TablesUnderstanding of Deferred Revenue, revenue recognition principles, and ASC 606Strong knowledge of B2B SaaS economics (you know that "Bookings" are not "Revenue")Ability to spot when numbers "look wrong" and sanity-check data against business logicComfortable working with ambiguity and turning raw data into boardroom-ready outputsHigh autonomy — can work independently with minimal supervisionProficient English (written and verbal)As PlusBig 4 / FDD experience is a strong plusBackground in Software/SaaS or Fintech is heavily preferredExperience with Power Query to clean messy export data is a plusOur BenefitsRemote-friendly role, depending on location eligibilityFlexible working hoursExperienced development teamsLong-term employmentCompetitive salary Paid vacation and days off on national holidaysPaid sick leave and internal medical insurance policyMental health coverageCompensation for training and additional educationCommunity of practice, regular knowledge sharing among colleaguesProvision of computer equipment if necessaryInternet compensation (50$ per month)And other benefits, described in detail in the Staff Handbook\nAccess Softek is a US-based product IT company with over 30 years of experience building digital banking solutions for credit unions across the United States. Today, our software is used by more than 6 million users in 350+ financial institutions, helping millions of people manage their finances every day.Please mention the word **HEARTEN** and tag RODguMTk4Ljk5LjE0Mw== when applying to show you read the job post completely (#RODguMTk4Ljk5LjE0Mw==). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.