Senior Financial Analyst

Overview

This role involves owning and driving the financial planning and analysis function. You will lead the annual budgeting process and rolling forecasts, deliver executive-level financial reporting, and partner closely with Sales, Marketing, HR, and Accounting to support business decisions.

The position offers high visibility and direct exposure to the CFO, executive team, and investors.

Responsibilities

• Own the annual budgeting process and rolling forecasts (including monthly rolling forecasts and quarterly reforecasts)
• Analyze budget variances and partner with department heads on financial planning
• Prepare executive and investor reporting, including management reports, board presentations, and investor materials
• Track and analyze SaaS metrics, including ARR, NRR/GRR, churn, CAC, LTV, and burn multiple
• Support go-to-market planning with Sales and Marketing (revenue forecasting, pipeline analysis, capacity planning, commissions, and marketing ROI)
• Collaborate with Accounting on month-end close, revenue recognition (ASC 606), audits, and tax-related analysis
• Use AI tools to improve financial modeling and reporting and automate recurring processes
• Present financial insights and recommendations clearly to non-finance stakeholders and executive leadership

Requirements

• 5–8 years of FP&A experience
• At least 2 years of experience in B2B SaaS or software
• Investment banking, PE, or Big 4 transaction services experience combined with SaaS FP&A is also relevant
• Demonstrated ownership of an annual budget cycle and rolling forecasts
• Expert three-statement and driver-based modeling skills in Excel or Google Sheets
• Deep understanding of SaaS metrics and ARR-based revenue models; working knowledge of ASC 606
• Experience presenting directly to C-level executives; board or investor exposure is a plus
• Daily, hands-on use of AI tools in finance with practical examples
• Ability to operate independently with high ownership, navigate ambiguity, and communicate financial insights clearly
• BA/BS in Finance, Accounting, Economics, or a related field

Preferred Qualifications

• CPA, CFA, or MBA
• Experience with NetSuite, Salesforce, and financial planning tools such as Adaptive, Pigment, Mosaic, Cube, or similar platforms
• Experience with SQL, Python, or BI tools such as Looker, Tableau, or Power BI
• Exposure to debt financing, fundraising, or M&A processes
• Experience working with international entities, including multi-currency and intercompany transactions

Compensation & Benefits

• Fully remote work and flexible PTO
• Health, dental and vision insurance
• Generous Parental leave
• Monthly phone and internet stipend
• Learning & Development stipend
• Competitive salary and equity grants
• Competitive employee referral bonus program

Location

Remote (United States — East Coast)

Interview Process (Average 21–28 days)

• Intro meeting (15 minutes) with the Talent team
• Vision meeting (45 minutes) with your future manager
• Home assignment
• Presentation of the assignment and walkthrough of approach and recommendations
• Business perspective interview focused on Go-to-Market and cross-functional collaboration
• HR interview with the People team
• Offer