FP&A Analyst

Playlist

About the Company

At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections.

MINIMUM QUALIFICATIONS

• Chartered Accountant (CA)
• 0–2 years of post-qualification experience
• Strong grasp of accounting principles and the three financial statements (P&L, balance sheet, cash flow)
• Proficiency in Microsoft Excel (pivot tables, lookups, core formulas) and PowerPoint
• Hands-on experience using AI tools such as Claude for analysis, writing, or automation, whether at work, at school, or in personal projects

PREFERRED QUALIFICATIONS

• Experience in a software, SaaS, or technology company or knowledge about it
• Familiarity with NetSuite, Workday Adaptive Planning, Looker or Tableau, or Snowflake
• Understanding of SaaS metrics such as ARR, bookings, and churn
• Strong attention to detail and the ability to manage recurring deadlines
• Clear written and verbal communication, with a genuine appetite to learn

ABOUT THE JOB

Numbers don't make decisions. People do. As part of our FP&A team, you will help give leaders the information they need to make the right ones. You will own key parts of the month-end close, P&L reporting, and planning cycles, working alongside Financial and Senior Financial Analysts who will coach you as you grow. This role suits someone curious about how a SaaS business runs and excited to use AI tools like Claude to rethink how finance work gets done. You will partner with Accounting, HR, and Revenue Operations, and your work will reach business and department leaders every month. Within your first year, you can expect to own a recurring P&L reporting package end to end and build at least one AI-enabled workflow the team relies on.

RESPONSIBILITIES

• Prepare and validate close data from NetSuite and Softrax so planning models in Workday Adaptive Planning start from accurate actuals.

• Deliver monthly and quarterly P&L reports to business unit owners and explain what is driving variances to budget and forecast.

• Draft variance commentary and management presentations that tie to source data and follow the company style guide.

• Support annual operating plan (AOP) and forecast cycles by gathering inputs, loading assumptions, and maintaining planning templates.

• Use Claude to speed up analysis, draft commentary, and automate manual, repetitive tasks across the team's workflows.

• Complete ad hoc analysis that helps leaders understand SaaS performance, including revenue, bookings, and churn.

• Have we piqued your curiosity?

• Sound like the role for you? We’d love to hear from you! Even if you’re not 100% sure about potential fit, we still encourage you to apply. We’re looking for the right person, not the perfect series of checkboxes.

• The Company is an Equal Opportunity Employer. We highly value diversity at our company and encourage people of all different backgrounds, experiences, abilities and perspectives to apply. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other protected characteristics.

• Note: This description outlines key responsibilities but isn’t intended to cover every task or duty. Additional responsibilities may be assigned as needed to support the team and business goals.

• Want to learn more about Playlist?

• About us