Senior Financial Analyst

Senior Financial Analyst

This role sits at the center of the corporate finance function, owning critical reporting, forecasting, budgeting, and performance management processes. You will manage the monthly reporting cycle and maintain the three-statement operating model used to guide business decisions. The position combines financial analysis with operational partnership across departments, including go-to-market teams. You will oversee key SaaS metrics, headcount and vendor spend, and department-level budget performance while ensuring data integrity. A major focus will be transforming manual finance workflows through automation, AI-enabled tools, and improved internal systems. You will have meaningful ownership to build scalable reporting infrastructure and reduce reliance on spreadsheet-heavy processes. Success requires strong financial judgment, technical modeling skills, independence, and a continuous drive to make processes faster and smarter.

Accountabilities:

• Own the monthly financial reporting cycle from actuals loading and budget-versus-actuals analysis through variance commentary and management reporting.
• Maintain and operate the three-statement financial model and driver-based forecast, including reforecasting, scenario planning, and sensitivity analysis.
• Manage headcount and software/vendor expense forecasting and monitor actual spending against approved budgets throughout the month.
• Maintain the company-level KPI and metrics framework, including ARR, NRR, gross margin, CAC payback, and Rule of 40, while ensuring data accuracy and consistency.
• Maintain financial planning and reporting models, integrations, and reporting structures to ensure reliable, well-organized sources of financial truth.
• Build and maintain department-level budget tracking reports and provide leaders with ongoing visibility into budgets, headcount, and software spend.
• Partner with go-to-market leadership on sales team planning, financial performance, headcount, and KPI tracking.
• Serve as a trusted finance partner for department leaders, communicating budget performance, financial tradeoffs, and headcount considerations clearly and directly.
• Identify opportunities to automate repetitive activities across monthly close and forecasting processes using AI and modern tooling.
• Develop and implement improvements that measurably reduce reporting and forecasting cycle times.
• Build internal tools and workflows that improve financial reporting, planning, and budget management while reducing dependence on spreadsheet-based processes.
• Document finance processes to make them repeatable, auditable, scalable, and less dependent on individual knowledge.
• Deliver accurate, leadership-ready analysis and reporting with clear explanations and actionable insights.
• Independently manage multiple priorities, deadlines, and ambiguous financial questions while maintaining a high standard of quality.

Requirements:

• Several years of experience in FP&A, corporate finance, strategic finance, investment banking, private equity, or a comparable analytical environment, with direct exposure to recurring corporate finance processes.
• Demonstrated experience building and maintaining three-statement financial models, including scenario planning, forecasting, and sensitivity analysis.
• Strong working knowledge of US GAAP and fundamental accounting principles.
• Advanced proficiency in Google Sheets or Microsoft Excel, including experience working with large datasets and complex, formula-driven financial models.
• Strong understanding of SaaS financial metrics and their underlying drivers, including ARR, NRR, CAC payback, gross margin, and Rule of 40.
• Experience working within a SaaS, subscription, or usage-based business environment is strongly preferred.
• Ability to independently own complex deliverables and produce accurate, polished, leadership-ready work with minimal oversight.
• Strong analytical and problem-solving skills, with the ability to turn financial data into useful business insights and recommendations.
• A continuous improvement mindset and demonstrated willingness to identify inefficient processes and proactively develop better solutions.
• Strong organizational skills and the ability to manage competing priorities and deadlines independently.
• Curiosity, adaptability, and resourcefulness when working through ambiguous, underdocumented, or unfamiliar problems.
• Strong communication and stakeholder management skills, including confidence working directly with department and business leaders.
• Ability to communicate financial results, variances, recommendations, and difficult messages clearly and constructively.
• Working knowledge of SQL is a plus, with the ability and willingness to develop further technical skills.
• Interest in AI, automation, and modern financial tooling, with a practical approach to applying technology to improve finance operations.

Benefits:

• Competitive market-based compensation.
• Targeted US hiring range of $97,000 to $132,000 for most US-based locations, with actual compensation determined by factors including experience, skills, market conditions, internal equity, and geographic location.
• Comprehensive employee benefits and participation in an equity plan.
• Fully distributed work environment designed to support collaboration across locations.
• A culture that values thoughtful, compassionate, and collaborative ways of working.
• Opportunities to take meaningful ownership of financial processes and build new systems and workflows.
• Exposure to AI-driven transformation and opportunities to apply automation and modern technology within the finance function.
• An inclusive environment that values diverse backgrounds, perspectives, skills, and experiences.
• Support for interview accommodations and an environment committed to equitable employment practices.