Senior Financial Analyst

Overview

This role is primarily remote, with a preference for candidates located in the Atlanta area to facilitate occasional meetings with the Atlanta-based CFO and travel to the Greenville/Clemson, SC headquarters.

A private equity-backed software company is seeking a Senior Financial Analyst to lead its financial planning and analysis (FP&A) function. Reporting directly to the CFO, this position involves ownership of core FP&A processes, including building and maintaining advanced financial models and delivering actionable insights to influence business strategy. The role is high-visibility and impactful, suited for a technically skilled finance professional comfortable in a fast-paced, PE-backed environment.

Responsibilities

Financial Modeling & Analysis

• Own and continuously improve the company’s three-statement financial model, including rolling 12-month forecasts, multi-year projections, and scenario/sensitivity analyses
• Build and maintain bottoms-up operating models linking departmental drivers to P&L, cash flow, and balance sheet outcomes
• Develop and refine SaaS metrics models tracking ARR, MRR, net revenue retention, gross margin, CAC, LTV, and customer cohort performance
• Perform detailed variance analyses comparing actuals to budget and forecast, identifying root causes and providing actionable recommendations

FP&A Budgeting

• Lead the annual budgeting and quarterly reforecasting processes, coordinating with department heads to create accurate, driver-based plans
• Collaborate closely with Sales, Marketing, Product, and Engineering teams to align financial plans with growth priorities
• Design and maintain dashboards and KPI scorecards to provide leadership with real-time business performance insights
• Support pricing analysis, headcount planning, and ROI evaluation of strategic investments

Reporting & Investor Relations

• Prepare monthly and quarterly financial reporting packages for internal leadership, private equity sponsors, and lenders, ensuring accuracy, timeliness, and clear narratives
• Support board reporting, including preparation of board decks, bridge analyses, and management commentary
• Manage data requests from private equity sponsors, lender reporting, and covenant compliance packages
• Conduct ad hoc analyses to support M&A due diligence, capital allocation decisions, and strategic planning initiatives

Requirements

• 3–6 years of experience in FP&A or a similar quantitative finance role
• Proven expertise in building complex, multi-tab financial models from scratch in Excel, including three-statement models, discounted cash flow (DCF), and scenario analysis
• Strong understanding of SaaS business mechanics and key subscription software metrics
• Prior experience in a private equity-backed company or high-growth software/technology business is strongly preferred
• Exceptional analytical rigor with clean, well-documented, and audit-ready models
• Strong communication skills with the ability to translate complex financial data into clear insights for non-finance stakeholders
• Highly organized, self-directed, and capable of managing multiple priorities in a fast-paced environment

Compensation & Benefits

• Competitive base salary
• Comprehensive medical, dental, vision, and voluntary benefits
• Retirement savings plan/401(k) with company match
• Flexible Spending Accounts (FSA & HSA)
• Paid time off (PTO)
• Life insurance
• Family and medical leave
• Wellness programs
• Company-provided equipment and cell phone stipend
• Employee discounts at various partner sites
• Company-paid training on product offerings

Location

Primarily remote with a preference for candidates in the Atlanta area for occasional meetings and travel to the Greenville/Clemson, SC headquarters.