Senior Financial Analyst

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

📋 Description

• Take ownership of significant aspects of Apptegy’s planning cycle, such as annual budgeting, quarterly forecasting, and long-term planning.

• Manage FP&A comprehensively for a critical and complex segment of the business, establishing benchmarks for forecast accuracy and quality of insights.

• Develop and sustain scalable financial models encompassing the entire P&L, including revenue, operating expenses, and headcount.

• Conduct scenario analyses to assess trade-offs between growth, profitability, and investment levels.

• Facilitate monthly and quarterly reviews featuring clear variance and trend analyses for leadership, while ensuring the accuracy of the underlying numbers.

• Act as a reliable partner to leaders across various departments and go-to-market teams, aiding in the evaluation of initiatives, resource allocation, and growth prospects.

• Evaluate financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to uncover trends, risks, and opportunities.

• Convert complex data into clear, actionable recommendations for senior leaders and guide the FP&A narrative in leadership and Board presentations.

• Lead cross-functional analytical projects and critical ad hoc tasks such as pricing strategies, investment cases, new product investments, and operational enhancements.

• Enhance and maintain essential models, dashboards, and reporting frameworks to facilitate quicker and more accurate decision-making.

• Manage and expand significant modules within our planning platform (Pigment) and associated systems, creating workflows that minimize manual effort.

• Design and implement automated, AI-driven processes that enhance speed, accuracy, and data quality, while assisting teammates in their adoption.

• Prepare succinct materials and insights for leadership and board-level reporting, contributing to the evolution of Apptegy’s planning processes as we grow.

⛳️ Requirements

• Over 5 years of experience in FP&A, financial analysis, corporate finance, or similar analytical roles, including full ownership of planning and forecasting for a significant area of a business.

• Outstanding communication abilities, with a proven track record of collaborating with and influencing senior leaders (Director/VP-level and above) through financial analysis.

• Comprehensive P&L exposure, including playing a crucial role in annual budget cycles.

• Strong understanding of SaaS metrics, such as recurring-revenue metrics (ARR, NRR, GRR, LTV/CAC, payback), and the capability to transform insights into actionable strategies.

• Advanced financial modeling expertise in Excel or Google Sheets, including scenario modeling and analysis of large datasets.

• Experience utilizing AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to optimize financial processes and decrease manual workload.

• Demonstrated ability to work independently and navigate uncertainty in a dynamic, high-growth environment.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

🏝️ Benefits

• Comprehensive medical, dental, vision, and life insurance coverage.

• Retirement 401(k) plan with employer matching.

• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs).

• Mental Health Reimbursement.

• Unlimited paid time off, including seasonal (December) company-wide time off.

• Paid parental and medical leave.

• Private medical insurance for you and your dependents.

• Life insurance.

• 15 days Aguinaldo.

• Vales de Despensa.

• Fondo de Ahorro.

• Caja de Ahorro.

• Flexible paid time off policy.

• Paid travel to/from Little Rock, Arkansas for Onboarding.