Senior Financial Analyst

Overview

This role is open to all candidates based in the United States or Canada.

The Senior Financial Analyst is a key member of the Financial Planning and Analysis team, responsible for owning core planning, forecasting, reporting, and decision-support workstreams. The position partners with business leaders to translate operating performance into a clear financial outlook, identify risks and opportunities, and deliver practical recommendations. The ideal candidate combines strong financial modeling and analytical skills with sound judgment, attention to detail, and the ability to communicate effectively with senior stakeholders.

Responsibilities

• Own assigned components of annual budget, quarterly reforecasts, and long-range planning, including assumptions, model updates, and consolidation of business inputs.
• Serve as a trusted business partner across the organization, helping leaders understand performance, spend management, headcount trends, and tradeoffs.
• Lead recurring monthly and quarterly reporting for assigned areas, including close review, BvA, and Board-level reporting.
• Prepare accurate, management-ready materials for ELT, Board, and investor/lender reporting.
• Maintain EPM models, reporting structures, and data integrity; identify and implement process improvements to increase accuracy and efficiency.
• Analyze revenue and SaaS performance across sales teams, customer segments, and products, including ARR, retention, CAC payback, pipeline, and other relevant operating metrics.
• Lead ad hoc financial and strategic analysis, including profitability, investment evaluation, EBITDA, working capital, and M&A-related support as needed.
• Develop strong cross-functional relationships and clearly communicate conclusions, risks, and recommendations to both financial and non-financial audiences.
• Independently take high-level requests from initial question through substantially complete, review-ready output with limited direction.

Requirements

• Bachelor’s degree in Accounting, Finance, or equivalent.
• Minimum 3 years accounting and/or financial analysis experience.
• Strong work ethic, high attention to detail, self-motivated, and a team player.
• Proficient in Microsoft Excel & PowerPoint.
• Fundamental understanding of 3 statement financial model.

Preferred Qualifications

• 4+ years in public accounting (Audit/Transaction Services) OR FP&A role, ideally within a B2B SaaS company.
• Experience with EPM systems (Workday Adaptive Planning, Pigment, Abacum, Anaplan, etc.).
• Understanding of SaaS financial metrics such as CAC, retention, MRR, pipeline, etc.
• Understanding of GAAP revenue recognition principles for SaaS companies.
• Experience with Workday Adaptive Planning (preferred).
• Exposure to M&A (normalized EBITDA, NWC, debt) and foreign currency (desirable).
• Prior experience with PE backed companies (desirable).

Compensation & Benefits

• Competitive, market-based salary ranges.
• Expected salary range for this position is between $91,600 and $113,900 CAD (Canada).
• Expected salary range for this position is between $104,550 and $129,500 USD (United States).
• The organization aims to hire between the minimum and midpoint of the salary range; offers at the maximum of the range are uncommon.
• Final offered salary will be based on candidate’s proficiency in skill set, prior relevant experience, internal equity, market considerations, and other factors.
• Eligible for a comprehensive benefits package.

Location

Remote role.

Equal Opportunity

This employer is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, national or ethnic origin, religion, sex, sexual orientation, gender identity or expression, marital status, family status, veteran status, Indigenous/Native American status, or disability. Applicants with disabilities can request accessible formats, communication supports, or other accessibility assistance.