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.

Location & Additional Information

• This position involves access to software/technology subject to U.S. export controls; any job offer will be contingent upon the applicant’s capacity to serve in compliance with these controls.
• 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.