Senior Financial Analyst

Overview

This Senior Financial Analyst role is a high-impact individual contributor position responsible for delivering accurate, high-quality financial information to team members, managers, and senior leadership. The role serves as a primary point of contact for the financial team, focusing on data modeling, financial analysis, and executive communication support. It involves building relationships across all organizational levels to support shared analysis and best practices.

Responsibilities

• Provide business partner support across all functional areas.
• Lead the creation of profitability and statistical views to support financial success.
• Collaborate with department leadership to develop and coordinate annual planning, rolling forecasts, and contingency plans; administer budgetary guidelines.
• Produce monthly financial packages and supporting analyses for senior leadership, including supplemental financial and operating metrics.
• Oversee financial aspects of expenses such as compensation plans and operational costs.
• Evaluate and recommend improvements to operational and financial systems or procedures; implement process and automation enhancements.
• Recommend and implement departmental process improvements to increase efficiency in data collection, analysis, and reporting.
• Develop and deliver presentations and recommendations to senior leadership to inform business management and guide decision-making.
• Partner with Sales and HR to interpret commission plans, model outcomes, and operationalize plan changes.
• Independently manage monthly and quarterly sales commission calculations and payouts, ensuring accuracy and compliance.
• Provide analytical support for ad hoc analyses and requests related to critical business issues and initiatives.

Requirements

• Bachelor's degree in Finance, Accounting, or equivalent experience.
• Minimum of 6 years of finance experience, preferably within a medium-sized, high-growth company.
• Experience supporting a SaaS organization and/or financial services industry is strongly preferred.

Skills

• In-depth knowledge of financial analysis, accounting, and reporting practices, tools, and procedures.
• Strong proficiency in Excel and PowerPoint; working knowledge of relational databases is a plus.
• Excellent analytical, problem-solving, and organizational skills with the ability to make independent decisions and manage projects.
• Strong verbal and written communication skills; ability to work independently and collaboratively across the organization.
• Ability to interpret data and articulate its relevance to the company’s overall financial narrative.
• Capacity to maintain focus on multiple objectives while understanding the big picture.
• Results-oriented with a strong commitment to quality.
• Ability to build effective relationships and influence business partners and customers.
• Promotes teamwork and cooperation to resolve conflicts and achieve organizational goals.
• Identifies and resolves data and reporting issues; escalates systemic problems appropriately.
• Maintains professionalism when handling sensitive financial information.
• Capable of independently performing complex analyses anticipating internal and external customer needs.
• Skilled at distilling data into key points and communicating recommendations to business leaders.
• Balances speed and accuracy effectively.
• Processes large volumes of detailed information with high accuracy.
• Approaches complex problems by breaking them down into components.
• Identifies multiple potential causes for problems based on experience and research.
• Organizes and prioritizes steps to resolve issues.
• Detects discrepancies and explains variances.
• Confident in addressing difficult issues.
• Adapts to shifting priorities while maintaining progress on scheduled work.

Compensation & Benefits

• Salary range: $87,000 - $110,000, commensurate with skills, background, and expertise.
• Eligibility for annual bonus program.
• Retirement contributions.
• Health insurance.
• Sick leave, parental leave, and paid time off.

Location

Information about the work location is not specified in the job description.