Remote Senior FP&A & Strategic Finance Specialist

About the Role

Access Softek is seeking a Remote Senior FP&A & Strategic 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 QuickBooks Desktop to QuickBooks Online. You will be responsible for 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 specialist, you will 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 the 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.