Senior FP&A Analyst

Behavioral Health EHR

ICANotes is a leading behavioral health EHR software company dedicated to helping mental health and addiction treatment professionals streamline clinical documentation and practice management. We are committed to building a talented team that shares our passion for improving behavioral healthcare through technology.

Company Culture

At ICANotes, we believe in fostering a culture of continuous improvement and learning. We prioritize adaptability over inflexible processes and encourage cross-functional teams to work together and collaborate to achieve shared objectives. We promote transparency and open communication within teams and stakeholders while fostering a culture of trust, respect, and accountability among team members.

ICANotes is an Equal Opportunity Employer.

Position Overview

ICANotes is seeking a Senior FP&A Analyst to join our finance team. In this high-impact role, you will serve as a strategic business partner to cross-functional leaders, delivering financial insights and forward-looking analyses that power confident decision-making. You'll own core FP&A functions across budgeting, forecasting, and revenue analytics while developing the models, narratives, and frameworks that translate complex data into clear, actionable intelligence.

Key Responsibilities

Financial Planning & Reporting

• Lead preparation of annual budgets, quarterly forecasts, and rolling financial projections
• Perform in-depth variance analysis, identifying root causes and recommending counter measures to leadership
• Develop and maintain financial models that reflect underlying business drivers

Revenue & SaaS Analytics

• Conduct retention, cohort tracking, and churn analysis to surface trends and inform strategic decisions
• Analyze user expansion and contraction metrics to support growth initiatives
• Develop forward-looking insights into key revenue and business metrics
• Maintain understanding of revenue recognition principles (ASC 606) as they relate to financial reporting

Business Partnership & Ad Hoc Analysis

• Act as a trusted business partner to cross-functional teams, gathering inputs, validating assumptions, and ensuring models reflect true business dynamics
• Support ad hoc scenario analysis, sales pipeline reviews, pricing studies, and margin analyses
• Partner with sales leadership on quota planning and go-to-market financial support
• Frame analyses with potential counter measures that enable leadership to make informed, timely decisions

Communication & Storytelling

• Translate complex financial data into clear narratives that resonate with both financial and non-financial audiences
• Prepare and present materials to senior stakeholders with clarity and confidence
• Build presentations and reports that distill key takeaways without sacrificing analytical rigor

Qualifications

Required

• 3–5 years of FP&A experience, ideally within a SaaS or technology company
• Bachelor's degree in accounting, Finance, or a related field
• Expert-level proficiency in Microsoft Excel, including advanced modeling, dynamic formulas, and scenario analysis
• Strong analytical and problem-solving skills with a proven ability to build and maintain complex financial models
• Working knowledge of revenue recognition standards (ASC 606)
• Experience with sales quota planning and go-to-market financial processes
• Clear, confident communicator with demonstrated experience presenting to senior stakeholders
• Ability to manage multiple priorities, work cross-functionally, and thrive in a fast-paced environment

Preferred

• Experience using AI tools to automate financial processes and improve efficiency
• Familiarity with SaaS metrics frameworks (ARR, GRR/NRR, LTV, CAC, etc.)
• Experience with BI or FP&A platforms (e.g., Tableau, Power BI, Adaptive Insights, Anaplan)

Candidates must be authorized to work in the United States on a full-time basis for any employer without restriction. Applicants must be located in the Eastern Time Zone; candidates based in New Jersey or Maryland are preferred. Visa sponsorship is not available for this position.

Benefits for full-time domestic employees

• Healthcare (medical, dental, vision)- company pays for up to 75% of health insurance for both employee and dependents - some plans with HSA options
• Basic term and optional term life insurance
• Short-term disability (paid for by the company) and long-term disability
• 401(k) and employer-matched retirement plan
  

Note: This job description is not intended to be all-inclusive. Staff member may perform other related duties as negotiated to meet the ongoing needs of the organization.