Senior FP&A Analyst, Corporate FP&A

Uipath
New York, NY
HybridCareer-pivot friendly

Who this role is best for

Aimed at mid-level to senior finance professionals with SaaS and M&A experience who thrive in collaborative, high-impact environments.

Best fit for

  • Candidates with SaaS financial modeling and M&A analysis experience who can translate metrics into investor narratives
    — “Build and refine SaaS valuation and benchmarking frameworks (ARR growth, NRR/DBNRR, Rule of 40, magic number, CAC/LTV) to support investor relations messaging
  • Individuals capable of working cross-functionally with Corporate Development, Treasury, and Legal teams on complex financial projects
    — “Partner cross-functionally with Corporate Development, Treasury, and Legal on deal-related financial analysis as M&A opportunities arise
  • Professionals with a background in public financial communications and a track record of delivering audit-ready models
    — “Prepare board decks, earnings materials, and investor relations presentations, working with IR and the CFO to ensure numbers translate cleanly into external narrative

Things to consider

  • The role may require in-office presence in New York despite flexible work arrangements
    — “Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team
  • The position involves handling market-sensitive and confidential information, requiring discretion and judgment
    — “the judgment to handle market-sensitive and confidential information

How to stand out

  • Highlight experience with SaaS-specific metrics like ARR, NRR, and CAC/LTV in your resume and interview responses
    — “exposure to SaaS metrics (ARR, NRR/DBNRR, billings, FCF) and M&A analysis (valuation, accretion/dilution, synergy modeling) a plus
  • Demonstrate your ability to create and implement forecasting methodologies for inorganic growth scenarios
    — “Create and implement innovative forecasting methodologies across a variety of top-line models, adaptable to inorganic growth scenarios
  • Showcase your track record of translating quantitative analysis into clear, investor-ready narratives
    — “Strong written and oral communication skills, with the ability to translate quantitative analysis into clear, board- and investor-ready narrative
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • design and maintain long-term financial models
  • build and refine SaaS valuation frameworks
  • support M&A activity
  • create and implement forecasting methodologies
  • prepare board decks and earnings materials
Typical background
Bachelor's degree in Finance, Accounting, Business, Economics2-4 years of relevant experience in FP&A, investment banking, equity research, corporate development, or transaction advisory

Skills & requirements

Required

Financial ModelingSaas MetricsM&A AnalysisExcelPowerpointCommunication Skills

Preferred

Investment BankingEquity ResearchCorporate DevelopmentTransaction Advisory

Stack & domain

Financial ModelingSaas MetricsM&A AnalysisExcelPowerpointCommunicationOrganizationAnalysisMotivationResourcefulnessFlexibilityFinanceAccountingBusinessEconomics

About the role

Original posting from Uipath via Ashby

LIFE AT UIPATH

The people at UiPath believe in the transformative power of automation to change how the world works. We’re committed to creating category-leading enterprise software that unleashes that power.

To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care—about each other, about UiPath, and about our larger purpose.

Could that be you?

ABOUT THE ROLE:

We are seeking a highly analytical, results-driven Senior FP&A Analyst to join our Corporate FP&A team. This role sits at the intersection of financial planning, investor relations analytics, and strategic finance, with direct exposure to M&A evaluation, capital markets communications, and top-line performance modeling for a public SaaS company. You will work closely with senior leadership and the CFO's office to shape how the company communicates its financial story to the Street, the Board, and prospective transaction counterparties.

WHAT YOU WILL DO AT UIPATH:

  • Help design and maintain a long-term financial model projecting UiPath's future

fiscal year top-line metrics, including ARR movements such as new business,

expansion, contraction, and churn, with sensitivity analysis suitable for board and

investor scenarios.

  • Build and refine SaaS valuation and benchmarking frameworks (ARR growth,

NRR/DBNRR, Rule of 40, magic number, CAC/LTV) to support investor relations

messaging and peer comparisons against public SaaS and enterprise software

comparables.

  • Support M&A activity including target screening, financial due diligence,

accretion/dilution and synergy modeling, and integration of acquired ARR and

revenue streams into consolidated top-line forecasts.

  • Create and implement innovative forecasting methodologies across a variety of top-

line models, adaptable to inorganic growth scenarios and changes in business mix.

  • Analyze KPIs related to product and sales performance, developing new analyses to

assess business health and translate operating metrics into the language used by

equity analysts and institutional investors.

  • Prepare board decks, earnings materials, and investor relations presentations,

working with IR and the CFO to ensure numbers translate cleanly into external

narrative on a monthly and quarterly cadence.

  • Own quality assurance on all board-level and external financial communications,

ensuring consistency between internal models, public disclosures, and any

transaction-related materials.

  • Partner cross-functionally with Corporate Development, Treasury, and Legal on

deal-related financial analysis as M&A opportunities arise.

WHAT YOU WILL BRING TO THE TEAM:

  • Bachelor's degree in Finance, Accounting, Business, Economics, or related field; 2-

4 years of relevant experience in FP&A, investment banking, equity research,

corporate development, or transaction advisory.

  • Strong financial modeling skills, including exposure to SaaS metrics (ARR,

NRR/DBNRR, billings, FCF) and M&A analysis (valuation, accretion/dilution, synergy

modeling) a plus.

  • Mastery of MS Office (Excel, PowerPoint), with demonstrated ability to build

complex, audit-ready financial models under tight deadlines.

  • Strong written and oral communication skills, with the ability to translate

quantitative analysis into clear, board- and investor-ready narrative.

  • Organized, analytical, motivated, curious, resourceful, flexible, and collaborative,

with the judgment to handle market-sensitive and confidential information.

  • A self-starter with a proactive attitude who seeks out opportunities for themselves

and the team.

  • Strong project and time management skills, comfortable operating in a fast-paced,

deadline-driven, publicly-traded company environment.

#LI-BS1

Maybe you don’t tick all the boxes above—but still think you’d be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes—and passion can’t be learned.

Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected.

We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy https://www.uipath.com/legal/trust-and-security/privacy-policy.

Source: Uipath careers (Ashby)

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