Behavioral Health EHRICANotes 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 CultureAt 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 OverviewICANotes 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 ResponsibilitiesFinancial Planning & ReportingLead preparation of annual budgets, quarterly forecasts, and rolling financial projectionsPerform in-depth variance analysis, identifying root causes and recommending counter measures to leadershipDevelop and maintain financial models that reflect underlying business driversRevenue & SaaS AnalyticsConduct retention, cohort tracking, and churn analysis to surface trends and inform strategic decisionsAnalyze user expansion and contraction metrics to support growth initiativesDevelop forward-looking insights into key revenue and business metricsMaintain understanding of revenue recognition principles (ASC 606) as they relate to financial reportingBusiness Partnership & Ad Hoc AnalysisAct as a trusted business partner to cross-functional teams, gathering inputs, validating assumptions, and ensuring models reflect true business dynamicsSupport ad hoc scenario analysis, sales pipeline reviews, pricing studies, and margin analysesPartner with sales leadership on quota planning and go-to-market financial supportFrame analyses with potential counter measures that enable leadership to make informed, timely decisionsCommunication & StorytellingTranslate complex financial data into clear narratives that resonate with both financial and non-financial audiencesPrepare and present materials to senior stakeholders with clarity and confidenceBuild presentations and reports that distill key takeaways without sacrificing analytical rigorQualificationsRequired3–5 years of FP&A experience, ideally within a SaaS or technology companyBachelor's degree in accounting, Finance, or a related fieldExpert-level proficiency in Microsoft Excel, including advanced modeling, dynamic formulas, and scenario analysisStrong analytical and problem-solving skills with a proven ability to build and maintain complex financial modelsWorking knowledge of revenue recognition standards (ASC 606)Experience with sales quota planning and go-to-market financial processesClear, confident communicator with demonstrated experience presenting to senior stakeholdersAbility to manage multiple priorities, work cross-functionally, and thrive in a fast-paced environmentPreferredExperience using AI tools to automate financial processes and improve efficiencyFamiliarity 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 employeesHealthcare (medical, dental, vision)- company pays for up to 75% of health insurance for both employee and dependents - some plans with HSA optionsBasic term and optional term life insuranceShort-term disability (paid for by the company) and long-term disability401(k) and employer-matched retirement planNote: 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.
