Overview
The organization is seeking a strategic, analytically strong Finance professional to join the team as a Financial Analyst. In this role, you will partner with leaders across Finance, Accounting, Product, Operations, and other business functions to support budgeting, forecasting, long-range planning, performance reporting, and financial modeling that enables data-driven decisions.
The ideal candidate brings strong business acumen, communication skills, and the ability to translate complex financial and operational data into actionable insights in a regulated SaaS environment. Experience supporting a SaaS or other recurring-revenue business model is preferred, including familiarity with driver-based planning and business modeling.
Responsibilities
- Assist with the completion of the annual budget, periodic forecasts, and longer-range planning in partnership with business leaders
- Support development and maintenance of driver-based financial models, scenario analyses, and business cases related to revenue, software capitalization, and cost modeling
- Prepare recurring financial reports, variance analysis, and KPI tracking to support finance team reporting needs
- Support revenue and operating expense forecasting by analyzing business drivers, trends, and assumptions
- Partner with Accounting and cross-functional teams to improve forecast accuracy, reporting quality, and financial visibility
- Analyze financial and operational data to identify trends, risks, and cost optimization opportunities to inform decision-making
- Drive process improvement, reporting automation, and analytics related to project cost modeling
- Maintain compliance with internal controls, financial policies, and audit requirements
- Develop understanding of accounting and finance in the context of a SaaS and recurring-revenue company, including revenue, costs, margin trends, and other financial metrics
- Use approved AI tools responsibly to improve analysis, reporting efficiency, and productivity while protecting confidential information and complying with company policy, internal controls, and data governance requirements
Qualifications
Required Knowledge, Skills, and Abilities
- Knowledge of budgeting, forecasting, financial planning, and variance analysis
- Strong financial modeling and analytical problem-solving skills
- Ability to connect financial results to business performance, operational drivers, and recurring-revenue economics
- Solid written, verbal, and presentation skills, including communication with leadership
- Proficiency in data analysis and reporting with ERP/financial systems and analytics/dashboarding tools
- Ability to use approved AI tools appropriately to support analysis, reporting, and workflow efficiency while maintaining sound judgment, protecting sensitive data, and following company policy
Experience
- 4 years of progressive experience in finance, FP&A, or corporate accounting, including experience supporting budgeting, forecasting, reporting, financial modeling, and business decision support
Required Training, Certification, and Education
- Bachelor’s degree in finance, Accounting, Economics, Business Administration or equivalent experience
Preferred Training, Certification, and Education
- Advanced credentials are preferred but not required
- MBA, CPA, or CMA helpful
Compensation & Benefits
The organization offers a fully remote work arrangement, working from home.
Physical and Mental Health Benefits
- Choice of Blue Cross Blue Shield Medical, Dental, and Vision Plans
- Telehealthcare for Medical and Behavioral visits
- Generous PTO with buy/sell options
- 9 company holidays, a floating day off, and a day off for volunteering
- Employee Assistance Program
- Wellness program (earn insurance discounts or credit toward health-related items)
Financial Health Benefits
- 401K plan with employer matching contributions
- Company-funded spending/reimbursement accounts to help with out-of-pocket medical expenses
- Bonus and Recognition programs
- Tuition Assistance
- Consultation with financial planner
- Basic Life & AD&D Insurance, Short and Long-Term Disability Insurance provided, and Supplemental Term Life Insurance is available
- Group Discount programs (mobile, technology services, etc.)
Other Benefits
- E-Learning: comprehensive and current library of e-learning and performance support assets available on demand and at no cost
Location
Home office or general office environment.
Ability to remain at a workstation for extended periods and perform work using standard office technology.
Additional Information
All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sexual orientation, age, gender identity, protected veteran status, or status as an individual with a disability.
Must have legal authority to work in the US.
The organization will not accept applicants that use AI when answering screening questions. Applicants who use AI to answer any questions or to complete their application will not be considered for employment.