Senior Financial Analyst

Overview

This role serves as the primary finance partner for one or more growth verticals, delivering strategic financial guidance that helps business leaders make informed decisions. Responsibilities include forecasting, financial modeling, performance reporting, and KPI analysis, with an emphasis on translating complex financial data into actionable insights.

You will collaborate with cross-functional business leaders to influence strategic decision-making through financial analysis and insights. The role operates independently, balancing analytical rigor with business acumen, and proactively identifying opportunities to improve financial performance and resource allocation.

Responsibilities

• Serve as the primary finance partner for assigned growth verticals, partnering with business leaders on strategic planning, investment decisions, and business performance.
• Own the financial forecast for assigned business areas, including revenue and operating expense projections, and continuously improve forecast accuracy.
• Develop, maintain, and enhance financial models to support scenario planning, pricing analyses, investment decisions, and evaluation of new business initiatives.
• Prepare monthly and quarterly financial reporting packages, including variance analyses, executive summaries, and recommendations that communicate key business drivers.
• Monitor and analyze key business and financial performance indicators, proactively identifying emerging risks and opportunities before they materially impact results.
• Partner cross-functionally with Product, Marketing, Operations, and other business teams to evaluate the financial implications of strategic initiatives and support data-driven decision-making.
• Identify opportunities to improve operational efficiency, resource allocation, and business performance through financial analysis and process improvements.
• Communicate complex financial concepts to non-financial stakeholders so leaders can make informed strategic decisions.
• Continuously improve forecasting methodologies, reporting processes, and analytical tools to increase efficiency and enhance decision support.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related quantitative field.
• 4-6 years of progressive experience in Financial Planning & Analysis, Corporate Finance, Investment Banking, Consulting, or other highly analytical finance roles.
• Advanced financial modeling and forecasting experience, including building scalable models for business planning and scenario analysis.
• Strong analytical and problem-solving skills with the ability to synthesize complex data into actionable business insights.
• Experience owning budgeting, forecasting, and monthly financial reporting processes.
• Proven ability to influence business decisions through data-driven recommendations and strong cross-functional partnerships.
• Excellent verbal and written communication skills, including the ability to present financial insights to senior business stakeholders.
• Advanced proficiency with Microsoft Excel and/or Google Sheets.
• Experience working with financial reporting systems and business intelligence tools.
• Demonstrated ability to work independently, prioritize effectively, and thrive in an ambiguous, fast-paced environment.
• Strong attention to detail while maintaining focus on broader business objectives.

Preferred Qualifications

• Experience supporting high-growth technology or fintech organizations.
• Experience partnering with Product, Marketing, or Growth organizations.
• Experience with SQL, Looker, Tableau, or other business intelligence and data visualization tools.
• Experience with Adaptive Planning, Anaplan, or similar FP&A platforms.
• Demonstrated experience improving financial planning processes through automation or process optimization.

Compensation & Benefits

• Industry-leading medical, dental, and vision health care plans for employees and their dependents.
• Rejuvenation Policy: Flexible Vacation Time Off + 11 holidays + holiday company shutdown.
• New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care.
• Mental health support.
• Paid sabbatical after 5 years.
• Health and Dependent Care FSA and HSA plan with monthly company contribution.
• Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote employees are eligible for the Wifi Stipend).
• Work from home equipment stipend and co-working space subsidy (Only remote employees are eligible for these stipends).
• 401K with 4% company match.
• Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP).
• Disability and Life Insurance with employer-paid premiums.

Additional paid time and contributions:

• Paid volunteer time off: Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match.

Location

• Remote (based in the U.S.).

If you are based in California, the employer encourages you to read important information for California residents (notice provided by the employer).