Senior Financial Analyst

Senior Financial Analyst

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Financial Analyst based in the United States. This role offers the opportunity to become a strategic finance partner supporting business growth, operational excellence, and data-driven decision-making. You will work closely with senior leaders across multiple functions to deliver insights that shape investments, planning, and long-term strategy. The position combines advanced financial analysis, business partnership, and process innovation within a high-growth environment. You will own critical forecasting, budgeting, and reporting initiatives while helping improve how financial information is used across the organization. This is an ideal opportunity for an analytical and curious finance professional who can transform complex data into actionable recommendations. You will contribute to building scalable, AI-enabled finance processes that improve accuracy, efficiency, and business performance.

Accountabilities:

• Own key components of the financial planning cycle, including annual budgeting, quarterly forecasting, and long-term planning processes.
• Manage FP&A activities for critical business areas, ensuring forecast accuracy, strong financial insights, and reliable performance reporting.
• Build, maintain, and improve financial models covering revenue, operating expenses, headcount, and full P&L performance.
• Develop scenario analyses to evaluate business trade-offs related to growth, profitability, investments, and resource allocation.
• Lead monthly and quarterly financial reviews by providing variance analysis, performance trends, and actionable recommendations for leadership teams.
• Partner with cross-functional leaders across Sales, Marketing, Customer Success, Product, and Operations to support strategic initiatives and business decisions.
• Analyze SaaS performance metrics, including recurring revenue, retention, customer growth, and unit economics, to identify risks and opportunities.
• Translate complex financial and operational data into clear narratives, executive presentations, and board-level insights.
• Drive improvements to financial systems, dashboards, reporting frameworks, and planning workflows to increase efficiency and data quality.
• Develop automated and AI-enabled processes that reduce manual work, improve accuracy, and establish best practices across the finance function.

Requirements:

• 5+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles, with ownership of planning and forecasting processes.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Strong experience partnering with senior stakeholders and influencing business decisions through financial insights.
• Proven understanding of full P&L management and experience contributing to annual budgeting processes.
• Strong knowledge of SaaS business models and recurring revenue metrics such as ARR, NRR, GRR, LTV/CAC, and payback periods.
• Advanced financial modeling skills using Excel or Google Sheets, including scenario analysis and large-scale data analysis.
• Experience using AI tools, automation solutions, or scripting technologies such as Python, VBA/Macros, or Google Apps Script to improve finance workflows.
• Ability to work independently, manage ambiguity, and thrive in a fast-paced, evolving environment.
• Strong communication skills with the ability to present complex financial concepts clearly to non-financial audiences.
• Experience with FP&A platforms such as Pigment, Anaplan, Adaptive, or Planful is a plus.
• Familiarity with ERP, CRM, BI, or data analysis tools such as NetSuite, Salesforce, SQL, Looker, or Tableau is preferred.
• Experience in B2B SaaS or subscription-based businesses and demonstrated use of generative AI tools for analysis and automation are strong advantages.

Benefits:

• Competitive base salary range of $100,000–$120,000.
• Eligibility for a 10% performance-based bonus.
• Comprehensive medical, dental, vision, and life insurance coverage.
• Retirement savings plan with employer match.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• Mental health reimbursement support.
• Unlimited paid time off, including company-wide seasonal time off.
• Paid parental and medical leave.
• Opportunity to work in a collaborative, high-growth environment with strong professional development support.
• Exposure to strategic initiatives and direct collaboration with senior business leaders.
• Opportunity to help shape modern finance operations through automation and AI-enabled processes.