Senior Financial Analyst

Job Description:

• Own assigned components of annual budget, quarterly reforecasts, and long-range planning, including assumptions, model updates, and consolidation of business inputs
• Serve as a trusted business partner across the organization, helping leaders understand performance, spend management, headcount trends, and tradeoffs
• Lead recurring monthly and quarterly reporting, including close review, BvA, and Board-level reporting
• Prepare accurate, management-ready materials for ELT, Board, and investor/lender reporting
• Maintain EPM models, reporting structures, and data integrity
• Identify and implement process improvements that increase accuracy and efficiency
• Analyze revenue and SaaS performance across sales teams, customer segments, and products, including ARR, retention, CAC payback, pipeline, and other operating metrics
• Lead ad hoc financial and strategic analysis, including profitability, investment evaluation, EBITDA, working capital, and M&A-related support
• Develop cross-functional relationships and communicate conclusions, risks, and recommendations to financial and non-financial audiences
• Take high-level requests from initial question through substantially complete, review-ready output with limited direction

Requirements:

• Bachelor's degree in Accounting, Finance, or equivalent
• Minimum 3 years accounting and/or financial analysis experience
• Strong work ethic, high attention to detail, self-motivated, team player
• Proficient in Microsoft Excel & PowerPoint
• Fundamental understanding of 3 statement financial model
• Preferred: 4+ years in public accounting (Audit/Transaction Services) or FP&A role, ideally within a B2B SaaS company
• Experience with EPM systems (Workday Adaptive Planning, Pigment, Abacum, Anaplan, etc.)
• Understanding of SaaS financial metrics such as CAC, retention, MRR, pipeline, etc.
• Understanding of GAAP revenue recognition principles for SaaS companies
• Experience with Workday Adaptive Planning is a huge plus
• Exposure to M&A (normalized EBITDA, NWC, debt) and foreign currency desirable
• Prior experience with PE backed companies desirable

Benefits:

• Comprehensive benefits package
• Competitive, fair, and equitable compensation practices