Senior Financial Analyst

Overview

A finance team is seeking a skilled professional to manage and innovate the corporate finance cycle, including monthly reporting, budgeting, forecasting, and KPI tracking. This role involves owning critical financial processes and transforming them through automation and AI to improve speed, accuracy, and efficiency.

Responsibilities

• Manage the end-to-end monthly reporting cycle, including actuals loading, budget vs. actuals analysis, variance commentary, and management reporting with actionable insights.
• Maintain and update the 3-statement operating model and driver-based forecast, including reforecasting and scenario planning.
• Oversee headcount and software/vendor expense forecasting and monitor actuals against approved budgets throughout the month.
• Maintain company-level KPIs and metrics such as ARR, NRR, gross margin, CAC payback, and Rule of 40, ensuring data integrity and accurate reporting.
• Manage the financial modeling system (Pigment), including model hygiene, integrations, and report building to keep it reliable and structured.
• Develop and maintain department-level budget tracking reports and support department leaders with budget, headcount, and software spend reviews.
• Collaborate with go-to-market leadership on sales team planning and KPI tracking, serving as a key contact for spend and headcount inquiries.
• Drive automation of manual tasks in monthly close and forecasting cycles using AI and tooling improvements to reduce cycle time.
• Document financial processes to ensure they are repeatable, auditable, and not reliant on any single individual.
• Build internal tools to enhance financial reporting and budgeting workflows, reducing dependence on spreadsheets.

Requirements

• Several years of experience in FP&A, strategic finance, investment banking, or private equity with direct involvement in recurring corporate finance cycles.
• Proven experience building and maintaining 3-statement financial models with scenario planning and sensitivity analysis.
• Strong knowledge of US GAAP and core accounting principles.
• Advanced proficiency in Google Sheets or Excel, comfortable working with large datasets and complex formulas.
• Deep understanding of SaaS metrics and drivers, including ARR, NRR, CAC payback, gross margin, and Rule of 40, preferably with experience in SaaS or usage-based businesses.
• Ability to independently own deliverables and produce clear, accurate outputs suitable for leadership review without rework.
• A proactive approach to improving workflows and automating manual processes.
• Self-motivated with strong time management skills to handle competing priorities and deadlines with minimal supervision.
• Curiosity and willingness to independently resolve ambiguous or underdocumented issues.
• Working knowledge of SQL is a plus.

Preferred Qualifications

• Enthusiasm for owning and continuously improving financial processes rather than just contributing to them.
• Commitment to delivering high-quality variance explanations that are useful to business leaders.
• A mindset focused on process improvement and automation.
• Confidence in communicating directly with department leaders about budget and headcount matters.
• Interest in building and enhancing financial tooling, reporting layers, and automation.
• Attraction to working in technically advanced environments and applying that standard to finance functions.

Compensation & Benefits

• Salary range for most US-based locations: $97,000 - $132,000 annually.
• Compensation packages may vary based on expertise, skills, market demands, experience, internal equity, and geographic location.
• Includes robust benefits and participation in an equity plan.
• Salary and compensation details are subject to change.

Location

• This is a fully distributed role.

Application Notes

• Applications will close on Monday, August 17 at 9am ET.
• Candidates are encouraged to apply even if they do not meet 100% of the qualifications.
• Applicants should include a resume or job history and skills summary.
• A cover letter is optional and will not impact the application.
• The employer is an Equal Opportunity Employer committed to diversity and inclusion.
• Accommodations for disabilities during the interview process are available upon request.