Remote Senior FP&A & Strategic Finance Professional
About the Role
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. As a Remote Senior FP&A & Strategic Finance professional, 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.
What You'll Do
- 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 a 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).
Nice to Have
- 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.
What We Offer
- 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.
This Remote Senior FP&A & Strategic Finance position at Access Softek offers a unique opportunity to lead financial strategy in a dynamic FinTech environment. Enjoy competitive pay and flexible work hours.
Who Will Succeed Here
Proficient in advanced financial modeling techniques using Excel and QuickBooks Online, with a strong understanding of B2B SaaS economics and revenue recognition principles.
Demonstrates high levels of agency and adaptability, thriving in a remote environment while effectively managing the transition from QuickBooks Desktop to QuickBooks Online.
Possesses a strategic mindset with experience in financial carve-outs, allowing for effective decision-making and ownership of financial reporting and analysis.
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