Senior Financial Analyst

Overview

A leading commerce technology organization is seeking a Senior Financial Analyst to support its business unit and R&D teams. This role is critical for driving financial visibility and enabling strategic decision-making related to resource allocation, performance management, and growth opportunities.

Responsibilities

• Develop bottoms-up financial models in collaboration with senior leaders to assess impacts of new initiatives, pricing changes, go-to-market investments, and other strategic decisions on revenue and key performance indicators.
• Prepare and maintain reporting packages, variance analyses, and presentations for the Board of Directors, leadership, and budget owners, translating financial data into clear business narratives.
• Collaborate with accounting and FP&A teams to ensure accuracy of month-end close and profit & loss reporting.
• Lead key aspects of monthly, quarterly, and annual planning, budgeting, and forecasting cycles, including revenue and expense forecasting and headcount planning.
• Partner cross-functionally with leaders in SMB go-to-market, customer experience, and R&D to provide financial insights supporting strategic initiatives.
• Implement AI-driven automation tools (e.g., Claude, ChatGPT) to enhance FP&A reporting, planning, and financial modeling workflows.

Requirements

• Minimum 3 years of FP&A business partnering experience, preferably within SaaS/subscription, ad tech, or technology sectors; experience in investment banking or management consulting is also relevant.
• Strong financial modeling skills with advanced Excel proficiency; ability to build and maintain complex, dynamic, driver-based models from scratch.
• Familiarity with SaaS/subscription and advertising business models and KPIs is highly desirable.
• Proven ability to communicate financial insights effectively to cross-functional teams and explain financial concepts to non-finance stakeholders.
• Experience with business intelligence or reporting tools (e.g., Tableau) and ERP systems such as Pigment or similar is a plus.
• Self-motivated with intellectual curiosity and a track record of driving process improvements; comfortable working in a fast-paced, ambiguous environment.

Compensation & Benefits

• Annual base salary range: $100,000 - $120,000 USD, commensurate with experience, skills, and market data.
• Eligibility for an additional annual bonus through an incentive plan.
• Flexible paid time off.
• Paid holidays and floating holidays.
• Medical, dental, vision insurance; FSA and HSA with employer contributions.
• Life insurance and pet insurance.
• 401(k) plan with employer match.
• Up to 2 paid volunteer days annually.
• Paid parental leave.
• Company-subsidized wellness membership.

Location

Details regarding the work location were not specified.