Overview
This role involves supporting financial reporting, forecasting, and modeling within a private equity-backed SaaS company. The Financial Analyst will maintain key SaaS metrics, assist with monthly close reporting, and ensure consistency and accuracy across financial outputs to inform business decisions and leadership reporting.
Responsibilities
- Maintain and update financial models, forecasts, and budgets with accuracy and attention to detail
- Support preparation of monthly, quarterly, and annual reporting packages for management and Private Equity stakeholders
- Track and maintain SaaS metrics and KPIs, ensuring data integrity across sources
- Identify and flag inconsistencies in models or reports and escalate appropriately
- Support cross-functional teams with ad hoc financial analysis and data pulls
- Build working knowledge of the company's systems, data flows, and reporting cadences
- Communicate clearly on task status, data questions, and preliminary findings
- Take on increasing scope and ownership as skills and business knowledge develop
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 1 to 3 years of experience in FP&A, corporate finance, public accounting, or a similar analytical role
- Foundational understanding of financial statements (income statement, balance sheet, cash flow)
- Exposure to financial modeling and reporting with willingness to build these skills rapidly
- Strong attention to detail and commitment to data accuracy
- Ability to manage tasks independently with clear direction and defined timelines
- Clear written and verbal communication skills
- Proficiency in Excel; PowerPoint experience is a plus
Preferred Qualifications
- Experience working in a private equity-backed or high-growth SaaS environment
- Experience working with data across multiple systems (e.g., ERP, CRM, data platforms) and integrating inputs to support financial modeling and reporting
Compensation & Benefits
- Base salary of $105,000
- 5% variable bonus based on company and individual performance
Location
Not specified
The employer is an equal opportunity organization committed to equitable hiring and diversity. They do not discriminate based on race, color, religion, national origin, sex (including pregnancy or related conditions), age, marital status, sexual orientation, gender identity or expression, veteran status, disability, or any other protected characteristic. Candidates from all backgrounds, including women, people of color, LGBTQ+ persons, and people with disabilities, are strongly encouraged to apply. Candidates who do not meet every requirement may still be considered for this or other roles.