Senior Financial Analyst

Overview

A growing cloud-based shop management software provider headquartered in Phoenix, AZ, is seeking a Senior Financial Analyst to join their Finance team. This role supports budgeting, forecasting, and business modeling while implementing FP&A best practices to support a scaling SaaS business.

Responsibilities

• Conduct financial analysis and forecasting to support business decision-making and set financial goals.
• Perform weekly and monthly follow-ups to evaluate financial plan effectiveness and adjust strategies.
• Collaborate with cross-functional teams such as Operations and Marketing to develop monthly, quarterly, and annual plans.
• Develop and refine financial models forecasting revenue, expenses, and capital needs.
• Support quarterly and annual budgeting, revenue forecasting, and financial reviews.
• Optimize and analyze income statements, balance sheets, budgets, and forecasts.
• Prepare and deliver monthly financial reporting packages, dashboards, activity reports, and budget vs. actuals across cost centers.
• Maintain and improve FP&A processes ensuring alignment with the company’s ERP system.
• Provide detailed financial analysis and actionable recommendations to support decision-making.
• Advise cross-functional teams on financial risks, opportunities, and strategies.
• Meet with department heads to review budget-to-actual variances and plan forecasts.
• Create and maintain 12 to 36-month rolling forecasts.
• Collaborate with senior management to align financial planning with company objectives.
• Analyze monthly, quarterly, and annual results, highlighting trends, risks, and opportunities.
• Investigate and resolve deviations from budgets and discrepancies in financial data.
• Ensure compliance with confidentiality and regulatory requirements.
• Define and implement procedures around financial reporting and forecasting.
• Perform other duties as assigned.

Requirements

• Bachelor’s Degree in Finance, Accounting, Business, or related field, or equivalent experience.
• Minimum 4 years of FP&A experience, preferably in SaaS or high-growth technology companies.
• Strong understanding of 3-statement financial models and their interrelationships.
• Experience analyzing revenue streams, gross margin rates, and profitability by product.
• Knowledge of SaaS metrics including Net Revenue Retention (NRR), Gross Revenue Retention (GRR), trailing-twelve-month, and cohort analysis.
• Advanced skills in financial modeling, budgeting software, and reporting tools; experience with Planful, Claude, and PowerBI is a plus.
• Proficiency in Excel functions and formulas.
• Strong analytical, problem-solving, and critical-thinking abilities.
• Excellent communication skills with the ability to translate financial data into actionable insights.
• Ability to work independently, manage multiple priorities, and build processes from scratch.
• Understanding of month-end closing cycles.

Physical Demands and Work Environment

• Primarily desk-based work involving computer use and telephone operation.
• Ability to lift or move up to 10 pounds.
• Requires effective communication skills including speaking and listening.
• Vision requirements include close vision, color vision, and ability to adjust focus.
• Work environment noise level is usually moderate.

Location

Phoenix, AZ