Senior FP&A & Strategic Finance (SaaS)

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.

Key Responsibilities

• Own and manage the QuickBooks Online environment

• Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting

• Execute the financial separation of consulting business from the main FinTech entity

• Develop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entities

• Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn

• Perform NRR and GRR analysis with clear understanding of what's driving the numbers

• Maintain a live, audit-ready database of all customer contracts

• Ensure billing in QBO matches recognized revenue in our models

• Allocate costs to products and clients to understand unit economics and provide guidance on strategic decisions

• Track headcount costs and allocation across R&D, COGS, and OpEx

Requirements

• 5+ years of experience in FP&A, Corporate Finance, or Transaction Advisory

• Experience with QuickBooks Online is required

• Advanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot Tables

• Understanding of Deferred Revenue, revenue recognition principles, and ASC 606

• Strong 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 logic

• Comfortable working with ambiguity and turning raw data into boardroom-ready outputs

• High autonomy — can work independently with minimal supervision

• Proficient English (written and verbal)

As Plus

• Big 4 / FDD experience is a strong plus

• Background in Software/SaaS or Fintech is heavily preferred

• Experience with Power Query to clean messy export data is a plus

Our Benefits

• Remote-friendly role, depending on location eligibility

• Flexible working hours

• Experienced development teams

• Long-term employment

• Competitive salary 

• Paid vacation and days off on national holidays

• Paid sick leave and internal medical insurance policy

• Mental health coverage

• Compensation for training and additional education

• Community of practice, regular knowledge sharing among colleagues

• Provision of computer equipment if necessary

• Internet compensation (50$ per month)

• And other benefits, described in detail in the Staff Handbook

Access 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.