Senior Financial Analyst, Corporate Finance

Overview

A leading organization is seeking a Senior Financial Analyst to join their Corporate Finance team. This role is highly visible and supports financial planning, forecasting, executive decision-making, and communications with the Board of Directors and investors. The position involves maintaining and enhancing the long-term financial model, driving the monthly forecast process, and translating complex financial and operational data into clear, actionable insights.

Responsibilities

• Maintain, update, and improve the long-term financial model, including key operating assumptions, financial statements, cash flow, and scenario analyses.
• Lead the annual operating plan (AOP) process by coordinating planning activities across the organization, challenging assumptions, developing executive recommendations, and delivering a comprehensive financial plan aligned with strategic priorities.
• Help lead the monthly forecasting process in partnership with functional FP&A teams, Accounting, and business leaders.
• Prepare monthly and quarterly variance analyses against plan, forecast, and prior-period results; analyze financial performance, key business drivers, trends, risks, and opportunities.
• Support the development of materials for the Board of Directors, investors, and executive leadership.
• Build clear, compelling financial analyses and presentations to support strategic decision-making.
• Partner with business-unit FP&A teams, Accounting, Finance Systems, and other cross-functional teams to ensure financial information is accurate, consistent, and timely.
• Develop dashboards, reporting tools, and recurring analyses to improve visibility into business performance.
• Use data and technology to automate manual processes, improve forecasting accuracy, and enhance the scalability of Corporate Finance workflows.
• Support strategic projects and ad hoc analyses across the organization.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
• Relevant experience in financial planning and analysis, corporate finance, investment banking, management consulting, public accounting, or a similar analytical role.
• Strong financial modeling skills, including experience with long-range planning, forecasting, and integrated financial statements.
• Advanced Microsoft Excel skills and experience working with large, complex datasets.
• Strong analytical and problem-solving capabilities with exceptional attention to detail.
• Ability to communicate complex financial information clearly and concisely to executive audiences.
• Demonstrated ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.
• Strong collaboration skills and ability to build effective relationships across functions.

Preferred Qualifications

• Experience with Anaplan or another enterprise planning platform.
• Familiarity with SQL, Alteryx, business intelligence tools, or data-visualization applications.
• Experience preparing materials for executive leadership, Boards of Directors, or investors.
• Experience in software, technology, or a recurring-revenue business.
• Familiarity with SaaS financial and operating metrics.
• MBA, CPA, CFA, or another relevant advanced degree or professional designation.

Compensation & Benefits

• Base salary range in the United States: $103,000 - $135,000.
• Target annual bonus of 15% of base salary, based on individual and company performance.
• Monthly Connectivity Plus stipend of $150 to support remote work-related expenses.
• Annual $200 home office reimbursement.
• Comprehensive benefits package including medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid parental leave, caregiver leave, and flexible time off.
• Mental health support and wellness reimbursement.
• Career development and education assistance.

Additional Information

• The role involves access to software/technology subject to U.S. export controls; employment is contingent upon compliance with these controls.
• The organization supports a growth mindset and encourages applicants who meet some of the requirements and share the organization's values to apply.
• For roles in San Francisco and Los Angeles, qualified applicants with arrest and conviction records will be considered in accordance with local Fair Chance hiring ordinances.

Location

United States (specific location not specified)