Financial Analyst (P2) - Temp to FTE Opportunity

Overview

This role serves as a Financial Analyst on the Finance team, partnering with FP&A leadership and serving as the dedicated finance partner to Customer Success, Professional Services, and G&A. The position focuses on scaling the organization by turning operational data into strategic insights and supporting key business planning activities.

Responsibilities

• Financial partnering: Support departmental heads with headcount management, monthly budgeting, forecasting, and actuals variance analysis.
• Revenue and retention metrics: Own the source of truth for retention and churn forecasting models, partnering with Revenue Operations and Order Management to ensure data integrity.
• Executive reporting: Prepare monthly and quarterly management reporting by analyzing financial results, identifying operational trends, and communicating insights to senior leadership.
• Modern tech and AI: Use Pigment as the core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows.
• Strategic modeling: Perform ad-hoc financial modeling and scenario analyses to evaluate operational risks and strategic business initiatives.

Requirements

• Experience: 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment.
• Modeling tools: Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling.
• FP&A platforms and AI tools: Hands-on experience with modern FP&A platforms (specifically Pigment) and comfort using AI tools (such as Claude AI) to drive analytical productivity.
• SaaS metrics knowledge: Solid understanding of core SaaS post-sales business metrics (e.g., NRR, GRR, Churn, ARR).
• Communication: Strong communication, interpersonal, and presentation skills to work effectively with business partners and executive management.
• Adaptability: High adaptability and problem-solving skills; comfortable working in a fast-paced team with evolving priorities.
• Collaboration: Collaborative mentality focused on “we.”

Preferred Qualifications

No additional preferred qualifications were specified.

Compensation & Benefits

• Base pay range: $70,000—$80,000 USD
• Additional compensation: Total compensation package may include performance bonus, benefits, and/or other applicable incentive compensation plans.
• Benefits: Competitive, holistic benefits program supporting physical, mental, and financial health.

Location

• Remote

Other Information

• Hiring is indicated as #LI-Remote or #LI-Hybrid.
• The organization notes that it may use artificial intelligence (AI) tools during parts of the hiring process, including reviewing applications, analyzing resumes, notetaking, or summarizing responses. These tools assist the recruitment team and do not replace human judgment; all hiring decisions are made by people.