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. n 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 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 RMjYwNzo1MzAwOjIwZDo3ZDAwOjo= when applying to show you read the job post completely (#RMjYwNzo1MzAwOjIwZDo3ZDAwOjo=). 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.