Sr. Financial Analyst

Overview

A technology organization specializing in digital sales and service platforms for U.S. banks and credit unions is seeking a Senior Financial Analyst. This role supports the Go-To-Market (GTM) organization by delivering timely and insightful financial analysis to inform business decisions. The Senior Financial Analyst will work closely with business leaders to influence decision-making aligned with operational and financial goals.

Responsibilities

• Own forecasting and planning activities by building, updating, and maintaining financial models to deliver accurate forecasts consistently
• Analyze financial performance and identify key drivers by reviewing variances against budget, forecast, and prior periods
• Develop actionable insights by synthesizing financial and operational data to support business decision-making
• Partner with business stakeholders by providing financial guidance, challenging assumptions, and influencing outcomes
• Prepare and deliver financial reporting ensuring data and insights are accurate, clear, and relevant to leadership
• Evaluate trends and performance metrics to identify opportunities and risks impacting financial results
• Ensure data accuracy and integrity across systems and resolve discrepancies
• Enhance financial models by leveraging automation, forecasting tools, and alternative forecasting methodologies
• Communicate complex financial concepts by tailoring messaging to diverse audiences and stakeholders
• Drive process improvements by identifying inefficiencies and implementing enhancements to reporting and forecasting workflows
• Support ad hoc financial analysis by responding to business needs and delivering timely insights
• Collaborate cross-functionally by aligning financial perspectives with operational priorities
• Maintain documentation outlining assumptions, methodologies, and conclusions for financial analyses and plans
• Ensure compliance with internal controls and policies by adhering to established financial governance standards
• Experiment with and develop AI use cases to drive efficiency

Requirements

• Bachelor’s degree in finance, accounting, or a related field
• Minimum of 5 years of finance-related experience
• Strong financial modeling and forecasting skills
• Advanced Excel skills including complex formulas and data analysis
• Experience with financial systems such as Adaptive or similar tools
• Ability to analyze and interpret complex financial data
• Strong analytical and problem-solving skills
• Effective communication and stakeholder management skills
• Ability to work independently and manage multiple priorities in a fast-paced environment
• Self-motivated, curious, and focused on continuous improvement

Preferred Qualifications

• Experience in SaaS or financial technology environments
• Experience with Workday Adaptive, including workforce modeling
• Sales or marketing support experience
• Salesforce experience
• Familiarity with forecasting, budgeting, and long-range planning processes
• Experience improving financial processes or implementing automation

Compensation & Benefits

• Salary range: $92,400 - $115,500
• Remote-first work environment within the United States
• Unlimited paid time off
• 401(k) plan with employer match

Location

• Remote within the United States

Additional Information

• Candidates must be eligible to work in the U.S. without sponsorship
• Equal opportunity employer committed to a discrimination- and harassment-free workplace
• No outside recruiting firms will be considered for this search