Overview
A finance department is seeking a Senior Financial Analyst to support the GTM, Operator Qualification (OQ) product line, and G&A/COGS functions. This permanent role, reporting to the Director of FP&A, is based in Houston and offers a salary range of $110,000 - $130,000 per year.
Responsibilities
Expense & Headcount Management
- Manage monthly forecasting, annual budgeting, and KPIs for Sales & Marketing (GTM) and G&A expense categories.
- Conduct monthly budget vs. actuals analysis for GTM and G&A spend, explaining key variances and collaborating with department leaders.
- Analyze COGS to protect and expand gross margin by evaluating delivery, support staff, hosting, and services costs.
- Partner with department leaders to monitor spending against budget, identify efficiency opportunities, and guide resource allocation.
- Calculate and track core SaaS metrics with consistent, well-documented methodology.
- Maintain and update the driver-based operating model as business assumptions and dynamics evolve.
- Manage headcount reporting and planning in collaboration with People/Talent teams, tracking hiring against plan and budget.
Billings & Margin Analytics
- Own monthly top-line billings calculations for the Operator Qualification product line, ensuring accurate reporting and working toward automation.
- Integrate billings, expenses, and operational data into clear narratives identifying growth opportunities.
- Build and maintain the OQ billings model, tracking actuals against plan and identifying risks or opportunities.
- Develop analytics that reveal trends, cohort behavior, and pricing/packaging dynamics within the product line.
- Lead the full Product P&L for the Operator Qualification line, providing leadership with clear views of unit economics and profitability drivers.
Executive Reporting
- Lead bi-weekly billings Flash reports to provide leadership with timely, accurate performance updates ahead of monthly close.
- Prepare board reporting materials that translate complex financial data into clear executive-level narratives and visuals.
Requirements
- 4–7 years of experience in FP&A, corporate finance, investment banking, or consulting with a strong analytical foundation; SaaS experience is strongly preferred.
- Advanced Excel modeling skills; experience with visualization tools such as Power BI is a plus.
- Demonstrated ownership of a P&L, billings/revenue process, or similar financial workstream.
- Familiarity with SaaS metrics including billings, GRR, NRR, CAC, LTV, and LTV/CAC ratio, and the ability to translate these into executive narratives.
- Understanding of the GTM funnel and KPIs that drive business health.
- Strong communication skills, comfortable presenting analysis to senior leadership and translating numbers into business implications.
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA is a plus but not required.
Attention to detail is essential. Applicants are requested to answer the mystery question with: "Attention to detail."
Compensation & Benefits
- Salary range: $110,000 - $130,000 per year
- 100% employer-paid medical and dental insurance for employees
- Monthly contributions to Health Savings Accounts
- 401(k) match that is immediately fully vested
- Outstanding time off benefits
- Paid time off for volunteer activities
- Remote work opportunities
Location
Houston, TX
All job offers are contingent on the successful completion of a background check.