Financial Analyst

Overview

A rapidly expanding SaaS organization headquartered in the greater Boston area is seeking a Financial Analyst to join their finance team. The organization specializes in modern revenue enablement by providing a platform that integrates learning, content management, and performance enablement to support sales and customer-facing teams globally.

Responsibilities

• Partner with business leaders across G&A, R&D, Sales, Customer Success, and Operations to support budgeting, forecasting, and long-term planning
• Prepare and analyze monthly, quarterly, and annual financial and operational reports, including variance analysis between budget and actuals
• Develop and maintain financial models for headcount planning, departmental spending, revenue scenarios, and investment evaluations
• Provide insights into key financial drivers, risks, and opportunities for both finance and non-finance stakeholders
• Support SaaS and operational metric reporting such as bookings, ARR, retention, churn, and other KPIs
• Assist in developing scenario models and business cases to support strategic initiatives and resource allocation decisions
• Collaborate with Accounting to ensure alignment between actuals, accruals, and management reporting
• Identify opportunities to improve reporting processes, enhance data quality, and increase forecast efficiency through automation and AI solutions
• Contribute to the preparation of executive presentations, board reports, and ad hoc analyses for senior leadership

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 2–5 years of experience in FP&A, finance, accounting, or a similar analytical role
• Strong financial modeling and analytical skills
• Advanced proficiency in Excel
• Experience with financial software tools such as NetSuite, Adaptive, PowerBI, and Salesforce
• Excellent attention to detail and ability to work with large, complex datasets
• Clear written and verbal communication skills
• Ability to collaborate cross-functionally and influence decision-making through data

Preferred Qualifications

• Experience developing and maintaining PowerBI reporting frameworks
• Ability to translate complex financial and operational data into clear, actionable insights

Compensation & Benefits

• Comprehensive health, dental, and vision insurance plans
• Unlimited vacation policy
• Paid parental leave
• Health Reimbursement Account (HRA) and Flexible Spending Account (FSA)
• 401(k) plan with company matching contributions
• Short-term and long-term disability insurance, accidental death & dismemberment (AD&D), and life insurance
• Stock options offering ownership and growth opportunities
• Flexible work arrangements, including consideration for remote candidates

Location

Headquartered in the greater Boston area with a global presence including offices in the United Kingdom and Colombia. Flexible work arrangements may allow for remote work.

Equal Opportunity

The organization is an equal opportunity employer committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or any other protected status in accordance with applicable laws.