Financial Analyst

Key Responsibilities

• Prepare and deliver accurate and timely monthly and quarterly financial reporting, variance analysis, and business insights to management.
• Support the annual budget, monthly and quarterly forecast, and long-range planning processes.
• Build and maintain financial models, including forecasting models, scenario analyses, and operating models that support analysis across the income statement, balance sheet, and cash flow statement.
• Develop, maintain, and analyze key SaaS and subscription metrics, including ARR, MRR, churn, CAC, LTV, and net retention, to provide insight into business performance and trends.
• Partner with department leaders and cross-functional teams to support budgeting, forecasting, expense management, and operational decision-making.
• Act as a finance business partner to assigned functions, providing ad hoc analysis, reporting, and financial guidance to help manage budgets and improve operational efficiency.
• Affiliate in preparing monthly, quarterly, and ad hoc financial reports and presentations for senior management and the Board of Directors.
• Analyze actual results against budget, forecast, and prior periods, and identify key variances, risks, and opportunities.
• Support resource planning, investment analysis, and business case development for operational and strategic initiatives.
• Leverage AI-enabled tools such as ChatGPT, Claude, or similar technologies to improve the speed, quality, and scalability of analysis, reporting, commentary, and planning support.
• Utilize modern FP&A and planning tools such as Anaplan, Pigment, Vena, NetSuite Planning, NSPB, Adaptive Planning, or similar platforms to support forecasting, reporting, workflow efficiency, and scenario modeling.
• Identify and help implement improvements in financial processes, reporting methodologies, planning capabilities, automation, and data integrity.
• Complete special projects and ad hoc analyses as assigned by finance leadership.

Required Qualifications & Skills

• 2+ years of experience in FP&A, financial analysis, corporate finance, investment banking, or related finance roles.
• Experience with budgeting, forecasting, management reporting, and variance analysis.
• Strong financial modeling skills, with the ability to build and maintain detailed forecasting and operating models and a solid understanding of how business activity impacts the income statement, balance sheet, and cash flow statement.
• Familiarity with SaaS metrics and reporting concepts, including recurring revenue, retention, and customer economics.
• Advanced Excel skills, including pivot tables, lookup functions, and complex formulas.
• Experience with ERP systems, financial reporting tools, and budgeting or planning software preferred.
• Interest in and practical experience using AI tools such as ChatGPT, Claude, or similar technologies to improve productivity, reporting, analysis, and decision support.
• Exposure to planning and performance management platforms such as Anaplan, Pigment, Vena, NetSuite Planning, NSPB, Adaptive Planning, or similar tools is preferred.
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and commitment to accuracy.
• Self-starter with the ability to take ownership of work and manage multiple priorities effectively.
• Strong verbal and written communication skills.
• Strong interpersonal skills and ability to work collaboratively with cross-functional teams.
• Ability to explain financial information clearly and effectively to non-finance stakeholders.
• Organized and able to meet deadlines in a fast-paced environment.
• Willingness and ability to learn quickly, adapt, and continuously improve.
• Professionalism and confidence to participate in and help lead productive meetings and discussions.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.