Overview
A growing SaaS organization is seeking a motivated and adaptable Financial Analyst to join their team. This role involves working in an agile environment with opportunities for career advancement and a comprehensive benefits package. The position supports work-life balance and is ideal for individuals driven to learn, grow, and make a meaningful impact.
Responsibilities
- Create and manage financial dashboards using Looker Studio and Big Query
- Develop methods for calculating and reporting financial metrics across departments
- Determine and evolve data source strategies to meet business needs
- Develop and maintain financial models to forecast performance, assess scenarios, and identify risks and opportunities
- Prepare detailed reports and presentations for stakeholders and senior management
- Coordinate with various departments to ensure efficient and accurate data exchange
- Assist in creating budgets, forecasts, and long-term financial plans
- Collaborate with Parent Accounting to ensure accuracy and proper coding aligned with SaaS business financials
- Work with Product and Sales teams to develop pricing strategies
- Analyze variances between forecast and actual results and provide quarterly explanations
- Guide internal leadership and Parent Accounting in preparing annual forecasts
- Review and provide guidance on invoicing procedures to ensure correct cost coding, allocations, and timely payments
- Create financial tools and calculators as needed
- Collaborate with UK accounting team to review and improve financial processes
- Lead monthly financial meetings and metrics reviews, providing high-level analysis and insights
- Identify and recommend cost-saving opportunities
- Conduct cost analyses to support senior management decision-making
- Evaluate and improve internal accounting processes to align with organizational goals
- Review contracts and vendors from a financial perspective to ensure optimal decisions and proper billing
- Prepare financial presentations for Executive Leadership and present financial topics to leadership and broader teams
- Identify improper accounting or documentation, research issues, and recommend policy or procedure improvements
- Serve as a contact for external auditors and provide assistance as needed
- Manage various company-wide projects
Requirements
- Must be authorized to work in the U.S. without sponsorship now or in the future
- Must reside in one of the following states: AZ, FL, IL, LA, MD, MI, MN, MO, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, or WI
- Ability to travel and attend in-person meetings, training, and business events up to 2–4 times per year, including locations in Madison, WI and St. Louis, MO
- Minimum age of 18 years
- For remote positions, reliable high-speed internet, a dedicated professional workspace, and a functioning webcam are required; this role operates in a camera-on, video-first environment
- Bachelor's Degree in Business, Finance, or Accounting
- At least 4 years of professional experience in Accounting or Financial Analysis, including:
- Understanding financial data
- Interpreting analytics and metrics
- Building metric dashboards and pricing tools or calculation methods
- Variance analysis
- Budget-related work
- Intermediate proficiency in Excel
- Proficiency in Big Query and SQL
Preferred Qualifications
- Experience in Accounting or Finance within a SaaS company
- Experience with Google Suite tools such as Looker Studio and Google Sheets
- Data analytics experience
- Experience with AI technologies
Additional Skills
- Strong analytical skills and attention to detail
- Ability to maintain confidentiality
- Excellent time management and organizational skills
- Exceptional verbal and written communication skills
- Self-motivated with the ability to work independently
- Strong understanding of accounting policies and rules
Compensation & Benefits
- Pay range: $75,200 to $90,500 annually (actual pay depends on position, location, qualifications, market conditions, and business needs)
- Potential for bonuses depending on position
- Benefits include paid vacation, paid parental leave, sick leave, and flex days
- Medical, dental, and vision insurance
- Dependent spending account and health savings account
- Life and disability insurance
- Fertility benefits
- Employee Assistance Programs
- Profit sharing and 401(k) employer match
Location
This is a teleworking-first role with options for work from home or hybrid arrangements. Applicants must reside in one of the following U.S. states where the organization holds business licenses: AZ, FL, IL, LA, MD, MI, MN, MO, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, or WI.