This existing position is open to all candidates based in the United States or Canada.
JOB SUMMARY
The Senior Financial Analyst is a key member of the Financial Planning and Analysis team, responsible for owning core planning, forecasting, reporting, and decision-support workstreams. This role partners directly with business leaders to translate operating performance into a clear financial outlook, identify risks and opportunities, and deliver practical recommendations. The successful candidate combines strong financial modeling and analytical skills with sound judgment, attention to detail, and the ability to communicate effectively with senior stakeholders.
Primary Duties and Responsibilities
- Own assigned components of annual budget, quarterly reforecasts, and long-range planning, including assumptions, model updates, and consolidation of business inputs.
- Serve as trusted business partner across the organization, helping leaders understand performance, spend management, headcount trends, and tradeoffs.
- Lead recurring monthly and quarterly reporting for assigned areas, 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 relevant operating metrics.
- Lead ad hoc financial and strategic analysis, including profitability, investment evaluation, EBITDA, working capital, and M&A-related support as needed.
- Develop strong cross-functional relationships and communicate conclusions, risks, and recommendations clearly to both financial and non-financial audiences.
- Independently take high-level requests from initial question through substantially complete, review-ready output with limited direction.
Minimum Skills and Qualifications
- 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 Skills and Qualifications
- 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.
- Understand