Overview
Senior Financial Analyst
US-Based | Full-Time | Finance Team
This role involves driving revenue planning and financial analysis by connecting sales data with financial outcomes. The Senior Financial Analyst will provide insights to leadership to support strategic decision-making and commercial efficiency.
Responsibilities
- Own revenue forecasting by building and maintaining bottoms-up models incorporating pipeline data, conversion rates, deal velocity, and sales capacity.
- Collaborate with Sales, Marketing, Product/Tech, and People teams to support planning, quota attainment analysis, and commercial efficiency metrics.
- Support annual budgeting, quarterly forecasting, and long-range planning initiatives.
- Develop and maintain financial models to evaluate revenue, expenses, profitability, and strategic investments.
- Analyze variances between actuals, forecasts, and budgets, translating findings into clear narratives for executive leadership.
- Create scenario analyses and sensitivity models to assess risks, opportunities, and growth strategies.
- Maintain executive dashboards, KPI reporting, and management reporting packages for leadership and board audiences.
- Contribute to M&A evaluations, due diligence, and other corporate development activities as needed.
- Drive improvements in financial processes, reporting automation, forecasting accuracy, and data quality.
Requirements
- 3–5 years of experience in FP&A or an equivalent Financial Analyst role.
- Strong financial modeling skills in Excel or Google Sheets; experience building revenue and go-to-market models from scratch.
- Excellent analytical, problem-solving, and communication skills.
- Hands-on experience with NetSuite and HubSpot or comparable ERP and CRM platforms.
- Familiarity with SaaS metrics such as ARR, churn, NRR, CAC, LTV, and payback period.
- Ability to work independently and cross-functionally, influencing decisions without direct authority.
- Bachelor’s degree in Finance, Accounting, or a related field required; MBA or additional education is a plus.
Compensation & Benefits
- Competitive salary: $85,000 - $105,000, with potential for an annual bonus based on experience level.
- Full health, dental, vision, and mental wellness benefits.
- Flexible, remote-friendly work environment.
Location
US-Based, remote-friendly position.