Strategic Senior Financial Analyst

Overview

The Strategic Senior Financial Analyst will serve as a strategic business partner to leadership in collaboration with the Finance organization. This role involves providing financial expertise, insights, and analysis to support decision-making and business performance.

Responsibilities

• Act as the financial subject matter expert for a business function.
• Analyze complex data sets through data mining to provide actionable insights.
• Contribute to multi-year, annual, and quarterly planning and forecasting processes.
• Develop and support weekly, monthly, and quarterly management reporting to monitor business performance, trends, variances, and risks.
• Communicate key messages to senior leadership to maintain focus on priorities and enable timely issue resolution.
• Identify and implement process improvements to enhance operational efficiency.
• Lead end-to-end financial planning, forecasting, and modeling, including revenue, capacity, and headcount aligned with core business drivers.
• Build and maintain sophisticated revenue models incorporating customer acquisition, retention, upsell/downgrade dynamics, and key economic KPIs.
• Collaborate cross-functionally with FP&A, Strategic Finance, and Accounting to align operating plans, forecasts, and actual results.
• Deliver executive-level analysis on revenue performance, scenario planning, and risk-adjusted outcomes to support strategic decisions.
• Develop capacity and workforce models for customer-facing and implementation teams to optimize cost structure and service levels.
• Own P&L analysis, including monthly budget versus actual (BvA), variance analysis, and headcount planning.

Requirements

• 4 to 7 years of related experience, ideally in a SaaS environment.
• Bachelor's degree required; Master's degree or equivalent work experience preferred.
• Demonstrated ability to use data effectively and provide thoughtful analysis.
• Comfortable interacting with various functional areas and leadership levels.
• Strong analytical skills with an understanding of business dynamics.
• Excellent communication, analytical, written, organizational, and problem-solving skills.
• Ability to work under tight deadlines and execute deliverables efficiently.
• Advanced proficiency in Microsoft Excel and strong skills in PowerPoint.
• Experience or exposure to reporting tools or systems such as Tableau, Microsoft BI, DOMO, Planful, Adaptive Planning, or Hyperion Essbase.
• Self-directed and motivated with a track record of providing ideas and solutions to enhance business understanding.

Physical Demands

• Prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds.

Travel

• Limited travel required.

Work Authorization

• Must be legally authorized to work in the United States.

Employment Classification

• Salaried, Exempt

Effective Date

• January 1, 2024