Senior Financial Analyst – Contract

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

📋 Description

• Assist in the monthly, quarterly, and annual processes of forecasting, budgeting, and long-term planning.

• Evaluate revenue, bookings, ARR, churn, retention, margin, and various other key performance indicators (KPIs).

• Detect trends, risks, and opportunities through financial modeling and scenario analysis.

• Support the creation of annual operating plans and financial presentations for the board.

• Utilize AI-driven forecasting and planning tools.

• Prepare and sustain budget-versus-actuals reports along with variance analysis.

• Construct, audit, and maintain clear financial models.

• Compile recurring reporting packages for executive leadership, board meetings, and private equity stakeholders.

• Address investor inquiries regarding growth metrics, profitability, liquidity, headcount, and operational performance.

• Enhance reporting automation and data integrity by collaborating with data and systems teams.

• Support reporting related to SaaS metrics, sales performance, and operational KPIs.

• Develop executive-level summaries and visual presentations.

• Facilitate the adoption of Workday Adaptive Planning.

• Collaborate with Sales, Customer Success, Marketing, Product, and HR leaders on performance reporting and decision-making support.

• Assess ROI of strategic investments, hiring strategies, go-to-market initiatives, and operational projects.

• Assist with pricing analysis, compensation modeling, and the development of business cases.

• Conduct ad hoc analyses for strategic initiatives and executive priorities.

• Suggest process enhancements through automation, AI, and optimized workflows.

⛳️ Requirements

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

• 2–4+ years of experience in FP&A, corporate finance, investment banking, consulting, or a similar analytical capacity.

• Proficient in financial modeling and advanced skills in Excel / Google Sheets.

• Experience in creating dashboards and reporting using BI tools.

• Strong comprehension of SaaS business models and recurring revenue metrics.

• Familiarity with AI tools such as ChatGPT, Copilot, forecasting platforms, and automation tools in a business context.

• Excellent communication abilities with a knack for presenting insights to senior leadership.

• Keen attention to detail and capability to manage multiple tasks simultaneously.

• Must currently reside and continue to reside in the United States.

• Preferred: Experience in a private equity-backed organization.

• Preferred: Experience in supporting board reporting or investor inquiries.

• Preferred: Knowledge of ERP, CRM, and planning systems such as NetSuite and Salesforce.

• Preferred: Experience in a high-growth software or technology environment.

• Preferred: Exposure to SQL, Python, or advanced analytics tools.

🏝️ Benefits

• Competitive benefits package.

• Opportunities for professional development.

• A collaborative culture founded on partnership and purpose.

• Fully remote employment with 100% flexibility.