Sr. Financial Analyst, Corporate FP&A- Remote near Cleveland, OH

Overview

This role supports the Corporate Finance team, partnering with Technology, Marketing, and Administrative leadership (Finance, HR, Legal). You will help plan, invest, and grow the business by producing analyses for enterprise decision-making and presenting insights to Directors, VPs, and the Executive Leadership Team.

Responsibilities

• Drive enterprise-wide P&L analysis by consolidating data across functions and partnering with Operations Finance to show how the business is performing.
• Contribute to corporate finance goals and direction through the annual budget, rolling forecasts, and 3-year strategic plan, including identifying trends and building expense, balance sheet, and cash flow outlooks.
• Own month-end reporting: review results, explain variances, and produce board and executive packages.
• Guide capital allocation with ROI and investment analysis, including capitalized software tracking with Technology and Accounting.
• Support M&A due diligence and acquisition integration.
• Use AI tools (e.g., Claude and Copilot) to speed up analysis, improve financial narratives, and automate recurring work.

Requirements

• 3–5 years of progressive financial analysis experience (e.g., progression from Analyst to Sr. Analyst). Experience quality is valued over years.
• Background in SaaS and/or private-equity-backed environments.
• Exposure to M&A, capital allocation, or investment analysis.
• Strong financial modeling skills, advanced Excel experience, and experience with Workday Adaptive Planning, Hyperion, or similar tools.
• Ability to translate financial data into clear narratives for senior leaders.
• Ownership mindset and energy for building and improving processes in a lean, fast-moving team.
• Bachelor’s degree in Finance, Accounting, or a related field, or equivalent experience.

Preferred Qualifications

• Experience working in corporate finance in high-growth environments.

Compensation & Benefits

• Full benefits starting Day 1: Medical, Dental, and Vision
• 401(k) with company match
• Unlimited Flex Time Off plus 10 company-paid holidays
• Remote-first role with monthly communication stipend
• Professional development programs and tuition assistance
• Home office equipment stipend
• Employee resource groups and exclusive employee discounts

Location

Remote role with occasional in-person connection preferred for candidates within 2–3 hours of Cleveland.