Senior Financial Analyst

Overview

This role is for a Financial Planning & Analysis (FP&A) professional focused on financial modeling and forecasting within a fast-growing SaaS environment. Reporting to the VP of Finance, the position involves analyzing financial and operational results, monitoring performance, and managing key components of planning and forecasting processes to support strategic business decisions.

Responsibilities

• Gather, consolidate, and analyze operating and financial data, including monthly trends and drivers, with minimal templates and guidance.
• Assist with the commission process, including onboarding new hires, processing terminations, quality assurance of Spiff calculations, distributing statements, tracking approvals, preparing payroll accruals, and submitting data for payroll.
• Contribute to monthly, quarterly, and annual financial reporting packages for senior management and the Board of Directors.
• Perform variance analysis between budget, forecast, and actuals to refine financial processes.
• Partner with functional leaders on hiring and expense planning, forecasting, and ad-hoc analytics requests.
• Identify and research improvements for policies, processes, and tools to increase efficiency.
• Utilize technical skills in querying and presentation tools such as Tableau, Excel, and PowerPoint to present findings to management.

Requirements

• Minimum of 2 years of experience in Accounting and FP&A within a corporate SaaS environment.
• Bachelor's degree in Accounting or Finance.
• Advanced Excel skills and proficiency with tools such as Planful, Tableau, and PowerPoint.
• Familiarity with leveraging AI/ML technologies for enhanced forecasting and data analysis.
• Strong critical thinking and problem-solving abilities.
• Ability to work autonomously in a fast-paced environment.
• Excellent written and verbal communication skills, capable of presenting complex data concisely to senior leadership.

Compensation & Benefits

• Salary range: $70,000 - $100,000 per year plus bonus or variable compensation.
• Benefits begin on day one of employment for U.S. employees.
• Flexible paid time off policy to support work-life balance.
• 16 U.S. paid holidays including a winter break.
• Medical, dental, and vision coverage with multiple plan options; fertility assistance included.
• 401(k) plan with company match up to 4%.
• Stock options available to all employees.
• Mental health support program.
• Up to 12 weeks of 100% paid family leave for baby bonding, adoption, and caregiving.
• Up to 12 weeks of 100% paid medical leave for childbirth and medical needs.
• Long-term service bonus after 7 years.
• Wellness subsidy applicable to gym memberships, fitness classes, and more.

Location

This position is based in the United States. Benefits and policies may vary for employees outside the U.S. according to local laws and regulations.

Equal Opportunity

The organization is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status.