Senior FP&A Analyst

Behavioral Health EHR ICANotes is a leading behavioral health EHR software company dedicated to helping mental health and addiction treatment professionals streamline clinical documentation and practice management. We are committed to building a talented team that shares our passion for improving behavioral healthcare through technology. Company Culture At ICANotes, we believe in fostering a culture of continuous improvement and learning. We prioritize adaptability over inflexible processes and encourage cross-functional teams to work together and collaborate to achieve shared objectives. We promote transparency and open communication within teams and stakeholders while fostering a culture of trust, respect, and accountability among team members. ICANotes is an Equal Opportunity Employer. Position Overview ICANotes is seeking a Senior FP&A Analyst to join our finance team. In this high-impact role, you will serve as a strategic business partner to cross-functional leaders, delivering financial insights and forward-looking analyses that power confident decision-making. You'll own core FP&A functions across budgeting, forecasting, and revenue analytics while developing the models, narratives, and frameworks that translate complex data into clear, actionable intelligence. Key Responsibilities Financial Planning & Reporting Lead preparation of annual budgets, quarterly forecasts, and rolling financial projections Perform in-depth variance analysis, identifying root causes and recommending counter measures to leadership Develop and maintain financial models that reflect underlying business drivers Revenue & SaaS Analytics Conduct retention, cohort tracking, and churn analysis to surface trends and inform strategic decisions Analyze user expansion and contraction metrics to support growth initiatives Develop forward-looking insights into key revenue and business metrics Maintain understanding of revenue recognition principles (ASC 606) as they relate to financial reporting Business Partnership & Ad Hoc Analysis Act as a trusted business partner to cross-functional teams, gathering inputs, validating assumptions, and ensuring models reflect true business dynamics Support ad hoc scenario analysis, sales pipeline reviews, pricing studies, and margin analyses Partner with sales leadership on quota planning and go-to-market financial support Frame analyses with potential counter measures that enable leadership to make informed, timely decisions Communication & Storytelling Translate complex financial data into clear narratives that resonate with both financial and non-financial audiences Prepare and present materials to senior stakeholders with clarity and confidence Build presentations and reports that distill key takeaways without sacrificing analytical rigor Qualifications Required 3–5 years of FP&A experience, ideally within a SaaS or technology company Bachelor's degree in accounting, Finance, or a related field Expert-level proficiency in Microsoft Excel, including advanced modeling, dynamic formulas, and scenario analysis Strong analytical and problem-solving skills with a proven ability to build and maintain complex financial models Working knowledge of revenue recognition standards (ASC 606) Experience with sales quota planning and go-to-market financial processes Clear, confident communicator with demonstrated experience presenting to senior stakeholders Ability to manage multiple priorities, work cross-functionally, and thrive in a fast-paced environment Preferred Experience using AI tools to automate financial processes and improve efficiency Familiarity with SaaS metrics frameworks (ARR, GRR/NRR, LTV, CAC, etc.) Experience with BI or FP&A platforms (e.g., Tableau, Power BI, Adaptive Insights, Anaplan) Candidates must be authorized to work in the United States on a full-time basis for any employer without restriction. Applicants must be located in the Eastern Time Zone; candidates based in New Jersey or Maryland are preferred. Visa sponsorship is not available for this position. Benefits for full-time domestic employees Healthcare (medical, dental, vision)- company pays for up to 75% of health insurance for both employee and dependents - some plans with HSA options Basic term and optional term life insurance Short-term disability (paid for by the company) and long-term disability 401(k) and employer-matched retirement plan Note: This job description is not intended to be all-inclusive. Staff member may perform other related duties as negotiated to meet the ongoing needs of the organization.