Sr. Financial Analyst

Job Description

Job Description

SR. FINANCIAL ANALYST

120K-140+BONUS+EQUITY

4 DAYS ONSITE IN THE SANTA CLARA, CA - LOCAL CANDIDATES ONLY

We are looking for a Sr. Financial Analyst to join a growing VC backed start up SaaS company. This position is ideal for someone who enjoys translating complex financial data into meaningful recommendations that support business performance and long-term planning. The role will partner across teams to strengthen forecasting, budgeting, and reporting while helping leaders make informed strategic decisions in a fast-moving environment.

Responsibilities:

• Build and improve integrated financial models across income statement, balance sheet, and cash flow reporting to support planning and business analysis.

• Prepare short-range and long-range cash projections, highlighting liquidity trends and providing insight for financial decision-making.

• Partner with accounting teams to align forecasts and budgets with actual results and ensure consistency in financial reporting.

• Coordinate expense planning activities with department leaders, monitor spending patterns, and explain variances against expectations.

• Use NetSuite and related systems to extract data, support reconciliations, and produce reliable reporting for FP& A activities.

• Identify opportunities to streamline planning processes, strengthen reporting quality, and improve analytical methods.

• Support the assessment, rollout, and refinement of FP& A systems and tools that enhance financial visibility and efficiency.

• Deliver ad hoc financial analysis for strategic initiatives, operational priorities, and leadership requests.

• Contribute to a team environment centered on collaboration, accountability, and practical problem-solving.

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

• Background in SaaS, technology, private equity-backed, or other high-growth business environments.

• Advanced Excel skills, including financial modeling, scenario planning, pivot tables, and data analysis.

• Experience working with NetSuite and familiarity with financial planning systems or implementation projects.

• Strong knowledge of forecasting methods, variance analysis, and SaaS performance metrics.

• Ability to evaluate complex financial information, identify trends, and communicate recommendations clearly to stakeholders.

• Self-directed approach with strong analytical thinking, sound judgment, and effective written and verbal communication skill