Senior Financial Analyst (R&D/Customer Success)

Overview

A leading software organization is seeking a Senior Financial Analyst to support Product & Engineering (R&D) and Customer organizations while helping build an AI-enabled Finance function. This role involves partnering directly with executive leadership, owning the R&D financial model, supporting customer forecasting and operational decision-making, and evolving Finance into a scalable, agent-enabled operating system.

Responsibilities

R&D & Customer Finance

• Own the R&D financial model including headcount, capacity, and investment prioritization
• Build and orchestrate planning cycles such as annual plans, reforecasts, and weekly flash reports across R&D and Customer teams
• Partner with Customer Success and Support leadership on forecasting, capacity, and performance
• Deliver insights on core SaaS metrics including retention, churn, expansion, cost-to-serve, and support efficiency
• Inform topline assumptions based on customer behavior, product usage, and operational drivers
• Support quarterly business reviews and development of board-level materials

Cloud Cost & Strategic Analysis

• Collaborate with Cloud Operations to forecast and manage cloud and AI costs
• Drive visibility into cost drivers and identify efficiency opportunities
• Build and orchestrate business cases, scenarios, and sensitivity analyses
• Act as a strategic thought partner to R&D and Customer leadership on resource allocation and ROI

AI, Agents & Workflow Orchestration

• Design, build, and orchestrate AI-driven workflows across forecasting, reporting, and variance analysis
• Translate finance processes into structured, modular workflows for agent execution
• Orchestrate multi-step, agent-driven processes across interconnected workflows
• Serve as human-in-the-loop owner for output validation, exception handling, and continuous improvement
• Replace manual processes with orchestrated agent workflows to scale output without linear headcount growth
• Integrate data pipelines with AI and orchestration layers across Finance Systems, BI, RevOps, Accounting, HR, etc.
• Continuously improve workflows through prompt refinement and orchestration optimization

Close Partnership & Data Integrity

• Partner with Accounting to ensure accurate expense classification and allocations during close
• Align financial data with operational drivers such as headcount, cloud usage, and vendor spend
• Build and orchestrate accruals, reclasses, and variance explanations
• Establish and enforce data governance and documentation standards across systems
• Ensure data structures are clean, consistent, and automation-ready for AI workflows
• Identify and resolve data issues impacting forecasting, reporting, or automation accuracy

Reporting & Operational Excellence

• Deliver monthly reporting, variance analysis, and performance insights
• Support weekly, monthly, and quarterly financial cadences including flash, forecast, and close
• Support quarterly business reviews and board deck materials
• Partner with BI and RevOps teams to improve data quality and reporting automation
• Leverage AI tools to accelerate analysis and insight generation

Requirements

• 4–8+ years of experience in FP&A, Corporate Finance, or Strategic Finance
• Experience supporting Product, Engineering, R&D, Customer Success, or Support functions
• Strong financial modeling, forecasting, and scenario analysis skills
• Experience with planning systems such as Drivetrain, Hyperion, SAP, Anaplan, or Adaptive
• Strong understanding of SaaS metrics including retention, churn, and cost-to-serve
• Experience partnering with Accounting on accruals, expense classification, and P&L integrity
• Experience using AI tools to automate analysis or improve workflows
• Ability to operate across execution and orchestration of work
• Strong communication skills with the ability to influence cross-functional stakeholders

Preferred Qualifications

• Experience with cloud cost and infrastructure finance, including cost drivers, optimization, and unit economics
• Experience owning or administering planning systems (e.g., Drivetrain, Anaplan, Adaptive)
• Exposure to AI/ML or usage-based cost models
• Proficiency in BI tools and/or SQL for independent data querying and validation
• Experience in high-growth or private equity-backed SaaS environments
• Experience building automated workflows, reporting pipelines, or system integrations
• Proven track record of scaling finance through systems and process improvements

Compensation & Benefits

• Remote-first work environment
• Unlimited vacation in most locations
• Comprehensive benefits including health, dental, vision, and savings plans
• Perks such as training reimbursement, work-from-home reimbursement, and more
• Opportunities for professional development including conferences, courses, and mentorship
• Diverse and dynamic teams with challenging and exciting work
• Social activities both virtual and in-person, with optional meet-ups and international office visits
• Employee referral program

Location

This is a remote-first position with flexibility to work from various locations.

Candidates are encouraged to submit their resumes in English. The organization is committed to creating an inclusive culture and is an equal opportunity employer, considering all qualified applicants without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.