Access Softek11.03.26
AI SCORE 8.5

Remote Senior FP&A & Strategic Finance Professional

$140K–$180K/year

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.
Language Requirements
EnglishC1
BasicIntermediateAdvancedNative
Why This Job8.5 of 10

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.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

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.

Learning Resources

Financial Modeling for Beginnerscourse

Career Path

Remote Senior FP&A & Strategic Finance Professional(Now)Finance Director(2-4 years)Chief Financial Officer (CFO)(5-7 years)

Market Overview

Market Size 2024
$5.8B
Annual Growth
12.3%
AI Adoption in FP&A
45%
Investment in FP&A Software
+67%
Labour Demand for FP&A Roles
+20%
Avg Salary for Senior FP&A Professionals
$130K

Skills & Requirements

Required
FP&AFinancial ModelingQuickBooks Online
Growing in Demand
Data AnalyticsPredictive ModelingCloud Financial Management
Declining
Manual ReportingExcel VBA

Domain Trends

Increased Automation in FP&A
By 2025, 60% of FP&A processes will be automated, reducing manual workloads and improving accuracy.
Shift Towards Real-Time Financial Analysis
Companies are investing in technologies that enable real-time financial insights, with 55% of firms prioritizing this capability in their FP&A strategies.
Integration of AI in Financial Forecasting
AI-driven financial forecasting tools are expected to improve accuracy by 30%, with 50% of FP&A professionals reporting increased reliance on AI solutions.

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