Financial Analyst

Overview

Financial Analyst (US-Based, Full-Time)

This role involves supporting the finance team by connecting sales activities with financial outcomes and providing actionable insights to leadership. The position focuses on revenue planning, forecasting, and financial modeling to guide strategic decisions.

Responsibilities

• Assist with revenue forecasting by building and maintaining bottoms-up models incorporating pipeline data, conversion rates, deal velocity, and sales capacity.
• Collaborate with Sales, Marketing, Product/Tech, and People teams to support planning, quota attainment analysis, and commercial efficiency metrics.
• Support annual budgeting, quarterly forecasting, and long-range planning initiatives.
• Develop and maintain financial models to evaluate revenue, expenses, profitability, and strategic investments.
• Analyze variances between actuals, forecasts, and budgets, and communicate findings clearly to executive leadership.
• Create scenario analyses and sensitivity models to assess risks, opportunities, and growth strategies.
• Maintain executive dashboards, KPI reporting, and management reporting packages for leadership and board audiences.
• Contribute to M&A evaluations, due diligence, and other corporate development activities as needed.
• Drive improvements in financial processes, reporting automation, forecasting accuracy, and data quality.

Requirements

• Minimum of two years of experience in FP&A or an equivalent Financial Analyst role.
• Strong financial modeling skills in Excel, including building revenue and go-to-market models from scratch.
• Excellent analytical, problem-solving, and communication skills.
• Hands-on experience with NetSuite and HubSpot or comparable ERP and CRM platforms.
• Familiarity with SaaS metrics such as ARR, churn, NRR, CAC, LTV, and payback period.
• Ability to work independently and cross-functionally, influencing decisions without direct authority.
• Bachelor’s degree in Finance, Accounting, or a related field.

Compensation & Benefits

• Competitive salary range: $95,000 - $105,000, plus an annual bonus based on experience.
• Comprehensive health, dental, vision, and mental wellness benefits.
• Flexible, remote-friendly work environment.

Location

• United States (remote-friendly)