Senior Financial Analyst

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

📋 Description

• Take ownership of and manage the company’s integrated three-statement model (P&L, balance sheet, cash flow), ensuring it remains up-to-date, precise, and valuable for decision-making.

• Create and enhance scenario and sensitivity analyses to aid strategic planning, fundraising efforts, and discussions at the board level.

• Lead the annual budgeting process and sustain rolling forecasts in close collaboration with the VP of Finance.

• Monitor actuals against the plan, identify discrepancies, and provide insights that guide corrective measures.

• Develop and uphold financial models that facilitate headcount planning, go-to-market investments, and operational efficiency.

• Assist in the procurement process and oversee the finance approval workflow.

• Manage the company’s essential SaaS metrics and ensure they are consistently tracked and reported.

• Construct dashboards and reporting frameworks that provide leadership with real-time insights into business performance.

• Act as the embedded finance partner for critical department heads across G&A and Product.

• Support functional leaders in building and managing their budgets, assessing ROI on initiatives, and making data-driven investment choices.

• Simplify financial complexities into actionable recommendations for stakeholders outside of finance.

⛳️ Requirements

• 3–5 years of experience in investment banking, private equity, venture capital, or corporate finance within a high-growth environment.

• Outstanding financial modeling capabilities — you can construct a clean, dynamic three-statement model from the ground up without relying on a template.

• Profound understanding of SaaS metrics and their driving factors.

• Strong analytical instincts: you not only report numbers but also articulate their implications and necessary actions.

• Clear and confident communicator capable of presenting financial insights to audiences without financial backgrounds.

• Advanced skills in Excel/Google Sheets; familiarity with Salesforce, NetSuite, or BI tools is advantageous.

• A genuine interest in AI and its application in finance — whether you have experience building AI-assisted tools or are eager to start, we seek someone who views AI as a force multiplier rather than a threat.

• Bachelor’s degree in Finance, Economics, Accounting, or a related discipline; a CFA or MBA is a plus but not mandatory.

🏝️ Benefits

• Fully remote position.

• Flexible PTO.

• 13 paid company holidays.

• Paid parental leave.

• Health, Dental, and Vision insurance.

• Employer-paid Basic Life insurance and Short-Term Disability insurance.

• Company contribution match for HSA and 401(k).

• Flexible Spending Accounts.

• Monthly employee wellness stipend.

• Opportunities for Learning and Development Reimbursement.

• Pet insurance.