Senior Financial Analyst

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

📋 Description

• Take charge of and sustain the organization's rolling forecast model, which encompasses revenue, headcount, and operating expenses.

• Facilitate quarterly reforecast cycles in collaboration with department leaders, consolidating inputs and highlighting significant variances against budget and previous forecasts.

• Assist in the annual operating plan process, which includes departmental build-ups, scenario modeling, and presentations for executive review.

• Create monthly and quarterly financial packages for both internal leadership and external stakeholders (board, PE sponsor).

• Develop and uphold SaaS KPI reporting, covering ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn.

• Compute and maintain customer-level ARR tracking, which includes new logo ARR, expansions, contractions, and churn; act as the Finance owner of ARR data integrity across systems.

• Construct and maintain variance analysis with a clear narrative linking actuals to budget and forecast.

• Streamline and enhance recurring reporting workflows to diminish manual effort and boost accuracy.

• Act as a finance partner to various functional areas.

• Convert financial data into actionable insights for operational leaders, adapting to varying levels of financial literacy.

• Assist department heads with headcount planning, quota and commission modeling, and budget management.

• Develop scenario and sensitivity models to aid strategic decisions (pricing, go-to-market investments, M&A diligence support).

• Contribute to materials for the board and investors, including financial slides, KPI commentary, and executive summaries.

• Provide assistance with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as required.

⛳️ Requirements

• 3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical role.

• Previous experience in a SaaS or subscription-based technology company is highly preferred.

• Proficiency in Excel financial modeling (multi-tab P&L models, scenario analysis, dynamic lookups); experience with VBA or macros is advantageous.

• Strong understanding of SaaS metrics: ARR, MRR, NRR, GRR, CAC, LTV, churn, and bookings.

• Familiarity with GAAP revenue recognition principles, particularly ASC 606.

• Excellent written and verbal communication skills; capable of presenting clearly to both operational and executive audiences.

• High attention to detail with the capacity to manage multiple deliverables under tight deadlines.

🏝️ Benefits

• Remote-first work environment.

• Health, Dental, Vision, Life, and Disability Insurance options available from day one.

• 401K plan with matching contributions and immediate vesting.

• 17 company holidays, 2 floating holidays, plus a competitive paid time off policy.

• Opportunities for internal advancement.