Financial Analyst - Software

Overview

This role supports profitable growth and sound investment decisions as a finance business partner for the software business. The Finance team strengthens business performance through financial insight, planning, and cross-functional partnership, working with Software, Product, Sales, Customer Success, Accounting, Investor Relations, and executive leaders.

The organization is seeking a Financial Analyst to develop business cases, measure investment performance, support forecasting and planning, and translate financial data into clear recommendations to improve decision-making and profitable growth.

Responsibilities

• Collaborate with Software, Product, Sales, Customer Success, Accounting, Investor Relations, and leaders to support growth, profitability, forecasting, and resource decisions.
• Develop business cases and financial models for investments, pricing, strategic initiatives, and growth opportunities.
• Support monthly forecasts, annual plans, and long-range planning for the software business.
• Turn software performance data into actionable insights, including recurring revenue, profitability, customer economics, and operational KPIs.
• Use SaaS metrics such as ARR, MRR, retention, churn, customer profitability, and Rule of 40 to identify trends and opportunities.
• Create executive reports, dashboards, and business reviews explaining results, key drivers, and outlook.
• Compare actual results to forecasts, plans, and business cases to help leaders understand what is changing.
• Provide scenario analysis, sensitivity modeling, and return assessments to guide important business decisions.
• Support earnings, SEC reporting, Board materials, and investor communications by sharing insights on software performance.
• Improve planning, reporting, analytics, data quality, metric governance, and overall business performance.
• Simplify and automate reporting; improve Tagetik and related systems; and support process improvements and other responsibilities as assigned.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Three to seven (3–7) years of experience in FP&A, corporate finance, strategic finance, business finance, or a related discipline.
• Experience in a SaaS or software company environment.
• Strong financial modeling, forecasting, analytical, and structured problem-solving skills.
• Advanced proficiency in Microsoft Excel, Power BI, and financial analysis tools.
• Ability to work with large and complex datasets while maintaining accuracy and business relevance.
• Exceptional ability to synthesize complex data into clear, actionable business insights.
• Strong written, verbal, presentation, and executive communication skills.
• Demonstrated ability to build trusted partnerships and influence decisions across multiple functional areas.
• Strong self-motivation and ownership of deliverables; ability to work independently and collaboratively.
• Ability to exercise discretion and independent judgment.
• Must be able to travel by air and ground and comply with the Driver Eligibility Policy to begin and maintain employment. Verification will be conducted through a motor vehicle record (MVR) check in accordance with applicable federal, state, provincial, and local laws.
• Fluent in English (written and verbal).
• Applicants must be 18 years of age or older.
• Does not sponsor, renew, or extend immigration visas for this position.

Preferred Qualifications

• Experience with SaaS metrics, including ARR, MRR, retention, churn, customer profitability, and Rule of 40.
• Experience building driver-based forecasts tied to bookings, renewals, churn, pricing, headcount, product investments, and financial outcomes.
• Tagetik planning and forecasting experience.
• Experience with data visualization, reporting automation, and enterprise planning or analytics platforms.
• Experience supporting earnings releases, investor presentations, SEC reporting, or Board materials.
• Experience developing business cases, investment analyses, executive presentations, and benefit-tracking frameworks.
• Prior management consulting, corporate strategy, transformation, or strategic finance experience.
• MBA, CPA, CFA, CMA, or another relevant professional certification.

Compensation & Benefits

• Typical hiring range: $80,000 to $110,000.
• The actual offer will consider relevant education, experience, location, and applicable local legislation.

Benefits information is available via the employer’s Career Opportunities pages and may be modified at any time.

Location

• Opportunity to work from a US-based home office.
• Open to candidates eligible to work in the United States.
• Exact working hours are flexible, but the position requires working during regular business hours in the Central time zone.