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FP&A Associate

Company Description

ApprovalMax is award-winning B2B software used by businesses around the world to approve bills and expenses. It streamlines the approval process for decision makers by replacing paper and email approvals with automated workflows. ApprovalMax integrates with platforms such as Xero, QuickBooks Online and Oracle NetSuite to unlock powerful efficiencies for approvers and finance teams. The company is globally recognised and has won’ Xero App Partner of the Year’ four times since 2020 in different countries.

Job Description

We are seeking a detail-oriented and analytical FP&A Associate to join our growing finance team in ApprovalMax, a market-leading high-growth SaaS provider of accounting software. In this role, you will support strategic decision-making by developing financial models, analyzing SaaS metrics (ARR, MRR, CAC, LTV, churn), and providing insightful forecasts and variance analysis. You will collaborate cross-functionally to refine budgeting processes, optimize financial performance, and ensure alignment with business objectives. The ideal candidate has a strong background in financial planning, advanced Excel skills, and experience with SaaS-specific revenue models and tools. A passion for data-driven decision-making and a proactive, solution-focused mindset are essential to thrive in this dynamic environment.

Key Skills

Financial Analysis and Modeling:

  • Proficiency in Excel (pivot tables, advanced formulas, financial modeling).
  • Experience with forecasting tools (e.g. Adaptive Insights, Anaplan, or similar) is a plus.

Data Analytics:

  • Ability to analyze trends, create dashboards, and generate actionable insights.
  • Familiarity with Power BI is a plus.

SaaS Metrics knowledge:

  • Good understanding of core SaaS KPIs such as ARR, CAC, customer churn/retention, NRR/GRR, etc.
  • Familiarity with revenue recognition rules (ASC 606/IFRS 15).

Accounting Knowledge:

  • Strong grasp of financial reporting and GAAP/IFRS principles.
  • Revenue recognition for SaaS (deferred revenue, multi-year contracts).

Soft Skills:

  • Strong problem structuring and solving abilities.
  • Robust communication skills (verbal, written and presented). 

 

Desirable Attributes

Commercial Acumen:

  • Ability to link financial metrics with business performance drivers.
  • Comfortable in a dynamic, high-growth SaaS environment.

Adaptability:

  • Demonstrated experience thriving in fast-paced, scaling organizations.
  • Flexibility to handle both strategic and tactical financial responsibilities.


Experience

SaaS or Tech Industry Experience:

  • Understanding of SaaS-specific metrics like ARR, MRR, LTV, CAC, churn rate, and gross margin.
  • Experience working in a subscription-based revenue model.

FP&A or Analytical Role Experience:

  • Budgeting, forecasting, and financial modeling.
  • Variance analysis and scenario planning.

Accounting Software or Systems Experience:

  • Direct experience with SaaS accounting software (e.g., Xero, QuickBooks, NetSuite).
  • Exposure to ERP systems is a plus.


Certifications & Software Proficiency

Finance Tools:

  • Advanced proficiency in Microsoft Excel and Google Sheets.
  • Exposure to FP&A platforms (Planful, Workday Adaptive, or similar) a plus. 

Accounting Certifications (optional but advantageous):

  • QuickBooks or Xero certification to demonstrate expertise with accounting systems.

Analytics & Coding (advantageous):

  • Basic SQL knowledge for querying financial data.
  • Familiarity with Python or R for financial modeling is a plus.

Qualifications

Bachelor's Degree in a relevant field:

  • Finance
  • Accounting
  • Economics
  • Business Administration

Preferred Credentials:

  • CIMA (Chartered Institute of Management Accountants)
  • ACCA (Association of Chartered Certified Accountants)
  • ACA (Chartered Accountant)
  • CFA Level 1 or higher (Chartered Financial Analyst), for candidates with a focus on analytics and strategic finance.

Additional Information

We offer:

  • Regular performance-based compensation reviews
  • 100% paid 20 business vacation days
  • 100% paid 10 sick leave days
  • Remote work, flexible hours
  • Health & Wellness program - a bonus payment, which will cover 50% up to a total of 500 Euro annually of the amount spent on the following activities: medical services (except regular health insurance), fitness, sports activities (excluding sports equipment), stress management, body massage, weight management, yoga, traveling, etc.
  • Reimbursement of co-working space
  • Reimbursement of professional development courses
  • Service years recognition financial reward

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About FP&A Associate, ApprovalMax Limited

At ApprovalMax, a leading B2B software provider recognized globally for our innovative solutions, we're on the lookout for a passionate and detail-oriented FP&A Associate to join our dynamic finance team in London. As an FP&A Associate, you will play a vital role in shaping our strategic decision-making processes by developing comprehensive financial models and analyzing critical SaaS metrics such as ARR, MRR, CAC, and LTV. Your analytical prowess will ensure that we remain on track with our financial forecasts and variance analyses. At ApprovalMax, you'll collaborate with cross-functional teams to refine budgeting processes and optimize our financial performance to align with our ambitious business objectives. We value individuals who are not only skilled in financial planning and analysis, particularly within the SaaS landscape, but who also possess advanced Excel abilities and a knack for data-driven insights. If you're someone who thrives in fast-paced environments and can seamlessly juggle both strategic tasks and tactical responsibilities, then this opportunity is just for you! Join us in making the approval process smoother for businesses around the world, and let your analytical skills shine in a company that rewards proactive and solution-focused mindsets. We can't wait to see how you can contribute to our mission at ApprovalMax!

Frequently Asked Questions (FAQs) for FP&A Associate Role at ApprovalMax Limited
What are the responsibilities of an FP&A Associate at ApprovalMax?

As an FP&A Associate at ApprovalMax, you will be responsible for developing financial models, analyzing key SaaS metrics, and aiding in variance analysis. Collaboration with other departments is essential to align financial strategies with business goals, refine budget processes, and provide insights that enhance financial performance.

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What qualifications do I need to become an FP&A Associate at ApprovalMax?

To qualify for the FP&A Associate position at ApprovalMax, candidates typically need a Bachelor's Degree in Finance, Accounting, Economics, or Business Administration. Additional credentials such as CIMA, ACCA, or CFA Level 1 are advantageous, coupled with strong Excel skills and familiarity with SaaS revenue models.

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What skills are essential for an FP&A Associate role at ApprovalMax?

Essential skills for an FP&A Associate at ApprovalMax include advanced financial modeling and analysis capabilities, a solid understanding of SaaS metrics, and proficiency in Excel. Strong communication skills and the ability to analyze trends and generate actionable insights are also crucial for success in this role.

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Does ApprovalMax offer remote work options for FP&A Associates?

Yes! ApprovalMax offers flexible work arrangements, including the option for remote work. This ensures that our FP&A Associates have the flexibility needed to balance their professional and personal lives while contributing effectively to the team.

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What benefits can FP&A Associates expect at ApprovalMax?

FP&A Associates at ApprovalMax can expect a range of benefits including performance-based compensation reviews, generous vacation, and sick leave, as well as reimbursements for co-working spaces and professional development courses. Additionally, we offer a Health & Wellness program to support our team's well-being.

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Common Interview Questions for FP&A Associate
How do you approach financial modeling?

When discussing financial modeling in an interview, it's effective to highlight your structured approach. Explain that you begin with clear objectives, gather the necessary data, create logical assumptions, and utilize advanced Excel techniques. Providing a specific example of a model you've created can further demonstrate your expertise.

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Can you explain a SaaS metric, such as ARR, and its importance?

When asked about ARR, explain that it's the annual recurring revenue generated from subscriptions, which offers insights into predictable revenue streams. Emphasize its importance for forecasting and financial planning in a subscription-based business model like ApprovalMax's.

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What tools have you used for financial forecasting?

In your response to this question, mention any forecasting tools you've used, such as Adaptive Insights or Excel. Describe how you leveraged these tools to enhance the accuracy of your forecasts and support business decisions.

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How do you handle variance analysis?

When discussing variance analysis, explain your methodology for identifying and analyzing discrepancies between budgeted and actual figures. Highlight your attention to detail and ability to communicate findings to stakeholders to inform strategic adjustments.

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Describe a time when you provided a financial insight that impacted decision-making.

Share a specific instance where your analytical skills led to valuable insights. Detail the situation, the analysis performed, and the results achieved, emphasizing how your contributions influenced strategic direction.

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How do you ensure accuracy in your financial reports?

To respond effectively, discuss the processes you engage in, such as thorough data checks, using automation tools, and maintaining clear documentation. Stress that accuracy is paramount and share an example that illustrates your commitment to this principle.

Join Rise to see the full answer
What is your experience with accounting software?

When answering this, describe your experience with relevant accounting software such as Xero or QuickBooks. Mention how you utilized these tools in your previous roles, and how they contributed to enhancing financial reporting and analysis.

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How would you assess long-term financial trends?

To address this question, explain your approach to analyzing financial data over time. Discuss metrics you consider, your process for identifying trends, and the significance of these trends for strategic financial planning.

Join Rise to see the full answer
What strategies do you use to adapt to fast-paced work environments?

Emphasize your time management and prioritization skills, noting specific strategies you employ to ensure flexibility while meeting deadlines. Share a relevant example of how you navigated a busy period successfully.

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Why do you want to work as an FP&A Associate at ApprovalMax?

In your response, convey enthusiasm for ApprovalMax's innovative approach to SaaS. Discuss how your skills align with the role and how you are excited to contribute to the company’s growth while developing your expertise in financial planning and analysis.

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ApprovalMax enables us - in the simplest way possible - to create a complex approval matrix wherein we define roles, business rules, and routing workflows, while being intuitive and easy to use. We now have the ability to track the approval status...

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Full-time, remote
DATE POSTED
January 13, 2025

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