Senior Financial Analyst

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

📋 Description

• Take ownership of monthly and quarterly forecasting as well as annual budgeting for designated departments or business units.

• Develop and maintain financial models that encompass revenue, expenses, and capacity planning.

• Collaborate with stakeholders and leadership to offer financial insights that aid in decision-making.

• Prepare analyses comparing actual results to budget/forecast with actionable commentary.

• Create and monitor operating KPIs and SaaS metrics in partnership with the Commercial team.

• Assist in preparing board presentations, investor reports, and executive summary presentations.

• Aid in the application of ASC 606 to intricate SaaS and life sciences contracts.

• Review customer contracts to ascertain revenue treatment and timing.

• Collaborate with Commercial, Sales Operations, Delivery, Finance, and Legal teams on contract terms.

• Support the development of technical accounting memos, quarterly reviews, and annual audits.

• Evaluate pricing models, discounts, deal structures, margins, and their revenue implications.

• Maintain pricing models, quote-to-cash processes, and contract approval workflows.

• Manage and negotiate payment terms in alignment with DSO and cash flow strategies.

• Assist with vendor contract review, expenditure analysis, budgeting, negotiations, renewals, and cost optimization.

• Uphold procurement policies and assist in the approval processes for purchase orders and invoices.

• Contribute to strategic planning and scenario modeling initiatives.

• Implement process enhancements across FP&A, closing, and reporting workflows.

• Support system implementations and improvements for planning, billing, and cross-functional alignment.

⛳️ Requirements

• A Bachelor's degree in Finance, Accounting, Economics, or a related discipline.

• 4-7 years of progressive experience in FP&A, corporate finance, or accounting, with a requirement for SaaS industry experience.

• Familiarity with ASC 606 revenue recognition principles, especially as they relate to SaaS/subscription models.

• Proficient in advanced Excel/Google Sheets modeling techniques.

• Experience with financial planning tools, including those enabled by AI.

• Proficiency with ERP systems (NetSuite preferred), resource planning, vendor management, and CRM.

• Excellent analytical, communication, and cross-functional collaboration skills.

• Capability to manage multiple priorities in a dynamic, fast-paced environment.

• Experience in the life sciences or healthcare-adjacent industries is strongly preferred.

• CPA or MBA is an advantage.

• Previous experience in a growth-stage or PE/VC-backed SaaS company.

🏝️ Benefits

• An inclusive and accessible recruitment process with reasonable adjustments available.

• A diverse and inclusive workplace.

• A collaborative and forward-thinking environment.

• Opportunities for employee growth and a culture that values ideas.

• Work that makes a meaningful difference.