Overview
This role is with an organization in the technology and software industry that provides automation tools to help small businesses manage operations, communication, and payments more efficiently. The organization operates across the United States and follows a remote-first work environment.
The Senior Financial Analyst serves as a strategic financial partner to business leaders, delivering insights that clarify financial performance and support informed decision-making. The position blends financial planning and analysis with AI-driven automation to streamline recurring reporting and increase capacity for deeper analysis, strategic recommendations, and performance optimization.
Responsibilities
- Partner with business leaders to provide financial insights and recommendations during operating reviews.
- Develop and maintain financial models, annual budgets, and rolling forecasts.
- Leverage AI and automation to streamline recurring financial reporting and identify emerging trends.
- Analyze variances against budgets, forecasts, and prior-year results to identify key business drivers.
- Recommend corrective actions and growth opportunities based on financial and operational analysis.
- Interpret subscription-based business metrics and explain their financial and operational impact.
- Conduct ad hoc analysis and scenario modeling to address emerging business questions.
- Prepare and present financial analyses and deliverables with clear, actionable recommendations.
Requirements
- Bachelor’s degree required; Master’s degree preferred.
- Minimum 5 years of relevant experience; 9+ years preferred.
- Experience working in SaaS or technology organizations.
- Expertise evaluating business spend with an ROI-focused approach, including areas such as IT financial management, FinOps, marketing measurement, or unit economics.
- Advanced proficiency in Microsoft Excel and strong knowledge of Microsoft Office applications.
- Experience with Workday Adaptive Planning or similar financial planning or ERP systems.
- Experience with AI tools such as Claude, business intelligence platforms such as Domo, AI agents, and SQL preferred.
- Strong understanding of financial planning, GAAP principles, and the relationship between financial results and operational drivers.
- Excellent communication skills with the ability to work effectively across organizational levels.
- Strong analytical, organizational, and time-management skills.
- Willingness to adopt an AI-first approach while exercising sound professional judgment.
- Ability to travel less than 5% of the time.
- Must meet applicable age and pre-employment screening requirements.
Preferred Qualifications
- Master’s degree.
- 9+ years of relevant experience.
- Experience with AI tools (including Claude), business intelligence platforms (including Domo), AI agents, and SQL.
Compensation & Benefits
- The pay range and compensation package for this role will be determined based on the candidate’s experience, skills, qualifications, location, and other relevant factors.
Location
- United States (remote-first work environment).