Financial Analyst, R&D

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary finance partner for Product & Engineering leadership by assessing unit-level economics, engineering headcount, and investment KPIs.

• Generate monthly and quarterly management reports, analyze financial performance, monitor trends, and communicate risks and insights to senior leadership.

• Utilize Pigment and Claude AI for data analysis, reporting, scenario modeling, and automating finance workflows.

• Conduct ad-hoc evaluations of business cases and scenario analyses for technology projects and investment decisions.

• Collaborate with Accounting during the month-end close process, complete variance analysis, and assist with R&D financial reporting.

• Develop business relationships across various management levels to support the scaling of the company’s revenue platform.

• Acquire knowledge and provide support in budgeting, forecasting, reporting, and financial processes.

• Lead month-end close reporting and variance analysis for designated groups.

• Deliver analytical support for strategic and operational decision-making.

• Manage budgeting, forecasting, monthly financial reporting, and long-range planning for assigned groups.

• Contribute to company-wide strategic planning while identifying risks, opportunities, and organizational impacts downstream.

⛳️ Requirements

• 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis in a high-growth tech or B2B SaaS setting.

• Advanced skills in Microsoft Excel / Google Sheets for financial modeling.

• Practical experience with contemporary FP&A platforms, particularly Pigment.

• Familiarity with using AI tools like Claude AI to enhance analytical productivity.

• Exposure to or a strong interest in R&D and technology finance, including planning for engineering headcount, cloud infrastructure expenses, or software capitalization.

• Strong analytical abilities and a quick learning aptitude for new systems and workflows.

• Exceptional communication, interpersonal, and presentation skills.

• A collaborative mindset.

• Capability to work alongside engineering leaders and executive management.

🏝️ Benefits

• Competitive salaries and wages.

• Potential performance bonuses.

• Comprehensive benefits may be included.

• Additional incentive compensation plans may be available.

• An inclusive and supportive workplace environment.

• Commitment to equal employment opportunities.

• New Hire Orientation program.

• Regular Manager 1:1 meetings and a 30-60-90 day plan.

• Professional onboarding and training sessions.

• Access to financial systems, processes, and data.

• Opportunities for strategic and professional growth.