Senior Financial Analyst

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Take ownership of specific components related to the annual budget, quarterly reforecasts, and long-term planning, including assumptions, model updates, and the consolidation of business inputs.

• Act as a reliable business partner across the organization, assisting leaders in understanding performance, managing expenditures, analyzing headcount trends, and making tradeoffs.

• Oversee the monthly and quarterly reporting process, ensuring thorough reviews, budget versus actual (BvA) analysis, and Board-level reporting.

• Create precise, management-ready materials for the Executive Leadership Team (ELT), Board, and investor/lender reporting.

• Sustain EPM models, reporting frameworks, and data integrity.

• Recognize and execute process enhancements that boost accuracy and efficiency.

• Examine revenue and SaaS performance across sales teams, customer segments, and products, including metrics such as ARR, retention, CAC payback, pipeline, and other operational indicators.

• Direct ad hoc financial and strategic analysis, encompassing profitability, investment assessments, EBITDA, working capital, and M&A-related support.

• Cultivate cross-functional relationships and convey findings, risks, and recommendations to both financial and non-financial stakeholders.

• Manage high-level inquiries from initial questions to nearly complete, review-ready outputs with minimal guidance.

⛳️ Requirements

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

• At least 3 years of experience in accounting and/or financial analysis.

• Strong work ethic, meticulous attention to detail, self-motivated, and a collaborative team player.

• Proficient in Microsoft Excel and PowerPoint.

• Basic understanding of a three-statement financial model.

• Preferred: 4+ years of experience in public accounting (Audit/Transaction Services) or FP&A roles, ideally within a B2B SaaS environment.

• Familiarity with EPM systems (such as Workday Adaptive Planning, Pigment, Abacum, Anaplan, etc.).

• Knowledge of SaaS financial metrics, including CAC, retention, MRR, and pipeline.

• Understanding of GAAP revenue recognition principles applicable to SaaS companies.

• Experience with Workday Adaptive Planning is a significant advantage.

• Exposure to M&A (normalized EBITDA, NWC, debt) and foreign currency is desirable.

• Previous experience with private equity-backed companies is preferred.

🏝️ Benefits

• Comprehensive benefits package.

• Competitive, fair, and equitable compensation practices.