Senior Financial Analyst

Overview

This role is for a Senior Financial Analyst to join the FP&A team. The organization is a highly profitable SaaS business and is seeking a smart, motivated, rigorous, and diligent analyst who will actively contribute to day-to-day FP&A work.

The position is available while you can be located anywhere in the States; FP&A leadership is located on the West Coast of the United States.

Responsibilities

• Assist in building best-in-class financial operations, data accuracy, forecasting capabilities, and actionable analyses.
• Leverage AI to automate and accelerate work by automating repetitive tasks, streamlining reporting/workflows, and freeing time for higher-value analysis.
• Partner with teammates and cross-functional stakeholders to understand underlying trends and metrics and develop recommendations.
• Conduct robust business partnering to drive efficiencies, best practices, and optimal risk taking across the business.
• Drive operational improvements across all three financial statements.
• Learn and use the financial reporting tool (Adaptive Insights) in daily workflows.
• Perform ad-hoc scenario analysis that drives actionable business changes.
• Lead your portion of the monthly close process, investigate and resolve issues, and communicate updates to peers and partners.
• Help develop and execute financial strategies aligned with company growth objectives.

Requirements

• 4+ years of financial analysis experience or a related field (steady progression is expected). Relevant experience includes SaaS/tech and PE or VC backed, and experience in a high-intensity environment.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Demonstrated experience with go-to-market (GTM) FP&A reporting and analytics in a SaaS environment, including forecasting and analyzing ARR, bookings, pipeline, and revenue drivers across segments such as new business, upsell, renewal, and churn.
• Strong Excel skills (or ability to get there quickly).
• Highly analytical with a keen eye for detail and a learning mindset.
• Excellent written and verbal communication skills, including the ability to explain complex financial data to non-financial stakeholders.
• Comfort working very hard in a fast-paced environment.

Preferred Qualifications

• Experience with Adaptive Insights (or another FP&A planning tool).
• Proficiency and/or experience using relevant financial and analytics tools.

Skills

• Technical: Proficiency in Excel; experience with Adaptive Insights preferred.
• Accuracy and attention to detail.
• Time management and flexibility to re-prioritize based on business needs.

Tools You’ll Use

• Adaptive Insights
• NetSuite
• Salesforce
• Tableau
• Snowflake

Compensation & Benefits

Compensation range: $87,040 - $125,000

Additional benefits include:

• Flexible paid time off
• 14 paid company holidays, including 2 floating holidays
• Comprehensive benefits plan including medical, dental, life, vision, and disability (life insurance covered up to 100%)
• Unlimited infertility coverage through the medical plans
• Additional supplemental health benefits for you and your family
• 401(k) retirement program with a fully vested immediate company match
• 16 weeks of paid parental leave for birthing and non-birthing parents
• Health Savings Account (HSA) options with company contributions each pay period
• Flexible Spending Account (FSA) options
• Annual remote work stipend for wellness or home office equipment

Location

Remote-first model with flexibility to work from home and/or company-paid co-working spaces.

The organization has employees across the US, Canada, UK, The Philippines, and Romania; it is currently unable to hire in Quebec Province, Northern Ireland, and Hawaii.

If working from home, the role recommends the following:

• High-Speed Internet: stable broadband or fiber connection (satellite discouraged), minimum 100 Mbps in a dedicated workspace with reliable Wi-Fi
• A device for Multifactor Authentication (MFA/2FA) (e.g., smartphone or tablet)

In-person events are held when it matters, usually no more than a few times a year.