Senior Financial Planning & Analysis

Join Blossom!

We are a U.S.-based company with over 20 years of experience dedicated to enhancing the satisfaction of credit unions and their members. We are building the next-generation technology layer for credit unions. www.blossom.net

We're looking for a curious and detail-oriented Financial Planning & Analysis who is eager to grow in the fintech space. If you have hands-on experience owning budgeting, forecasting, and pricing processes for a SaaS or technology company, and want to own real financial and revenue models from day one with mentorship and a team that will help you level up, this role is for you.

The Financial Planning & Analysis Manager owns and executes Blossom's budgeting, rolling forecasting, and cash forecasting processes, and maintains the company's core financial and revenue models across our software and hardware solutions for credit unions. As the first dedicated FP&A hire outside the core accounting team, this person works in a fast-moving environment with a complex model and improving-but-imperfect data, and is expected to bring structure, rigor, and a proactive mindset. The role also runs the company's product-pricing process: leading analysis, coordinating the pricing committee, and developing recommendations, with final pricing decisions resting with the CFO and leadership. Success requires someone who can operate with independence, partner closely with Sales, Product, and Accounting, and translate complex analysis into clear, executive-ready recommendations. This is an individual contributor role.

Responsibilities

• Own and continuously improve the company's financial model, including the multi-line revenue build
• Build and maintain the annual operating plan (AOP) and rolling forecasts at both the P&L and cash levels, including scenario and sensitivity analysis
• Own and maintain the direct cash flow forecast
• Lead monthly variance analysis (actuals vs. plan/forecast), surfacing drivers and recommended actions
• Drive improvements to data quality, forecasting processes, and FP&A infrastructure as the function is built from the ground up
• Partner with department heads on opex and headcount planning, and lead budget-vs-actual reviews
• Produce recurring management, board, and investor reporting, including SaaS metrics (ARR/MRR, ACV, gross margin by product line, NRR)
• Partner across Product, Sales, and Finance to evaluate new product launches, packaging changes, and enterprise deal structures
• Run the product-pricing process: coordinate pricing committee reviews, develop recommendations, and communicate approved decisions (final approval rests with the CFO/committee)
• Develop and maintain pricing models across product lines: SaaS/subscription, perpetual licenses, hardware, and professional services bundles
• Analyze pricing elasticity, win/loss and discount trends, and competitive benchmarks
• Provide deal support and floor pricing guidance for large or complex credit-union accounts
• Help ensure pricing structures comply with ASC 606, in partnership with accounting
• Standardize pricing approval workflows and documentation

Required Qualifications

• Strong financial modeling skills with advanced Excel/Google Sheets proficiency, and demonstrated ownership of complex operating models
• Experience building and maintaining P&L and cash flow forecasts in a SaaS or technology company
• Comfort operating in an ambiguous, fast-changing environment with imperfect data and minimal oversight
• Exceptional analytical and communication skills; able to translate complex analysis into executive-ready recommendations
• Highly collaborative across Product, Sales, and Finance
• Commercial/business acumen and interest in pricing and monetization
• Bachelor's in Finance, Accounting, Economics, or numerate field
• 4–7 years in FP&A, pricing, or strategic finance, including time at a SaaS/technology company

Nice to Have

• Experience building pricing models across both software and hardware product lines
• Familiarity with ASC 606 as applied to bundled software/hardware arrangements
• Deal-desk or commercial-finance experience on complex, multi-element transactions
• Fintech, financial-services software, or credit-union/banking-technology background
• Experience with FP&A platforms (Mosaic, Planful, Anaplan) and BI tools (Tableau, Looker, Power BI)
• MBA or CFA

Perks

• 100% Remote Work
• Mentorship from experienced product and banking professionals
• Multicultural collaboration with teams in Colombia and the U.S.
• Real exposure to the American financial market
• Growth path into senior product or leadership roles as the product scales
  Apply Now!