Financial Analyst II

About the role

We are seeking a strategic, analytically strong finance professional to join our team as a Financial Analyst. In this role, you will partner and support leaders across Finance, Accounting, Product, Operations, and other business functions to support budgeting, forecasting, long-range planning, performance reporting, and financial modeling which supports data-driven decisions in a regulated SaaS environment. The ideal candidate brings strong business acumen, communication skills, and the ability to translate complex financial and operational data into actionable insights. Experience supporting a SaaS or other recurring-revenue business model is preferred, including familiarity with driver-based planning and business modeling.

Responsibilities

• Assists in completion of annual budget, periodic forecasts, and longer-range planning in partnership with business leaders
• Supports development and maintenance of driver-based financial models, scenario analyses, and business cases that support strategic and operational decisions relating to revenue, software capitalization or cost modeling
• Prepares recurring financial reports, variance analysis, and KPI tracking to support finance team reporting needs
• Supports revenue and operating expense forecasting through analysis of business drivers, trends, and assumptions
• Partners with Accounting and cross-functional teams to improve forecast accuracy, reporting quality, and financial visibility
• Analyzes financial and operational data to identify trends, risks, and cost optimization opportunities to support decision making
• Drives process improvement, reporting automation, and analytics relating to project cost modeling
• Maintains compliance with internal controls, financial policies, and audit requirements
• Develops understanding of accounting and finance in the context of a SaaS and recurring-revenue company including revenue, costs, margin trends and other financial metrics
• Uses approved AI tools responsibly to improve analysis, reporting efficiency, and productivity while protecting confidential information and complying with company policy, internal controls, and data governance requirements

Requirements

• 4 years of progressive experience in finance, FP&A, or corporate accounting, including experience supporting budgeting, forecasting, reporting, financial modeling, and business decision support
• Bachelor's degree in finance, Accounting, Economics, Business Administration or equivalent experience

Skills

• Knowledge of budgeting, forecasting, financial planning, and variance analysis
• Strong financial modeling and analytical problem-solving skills
• Ability to connect financial results to business performance, operational drivers, and recurring-revenue economics
• Solid written, verbal, and presentation skills, including communication with leadership
• Proficiency in data analysis, reporting, with ERP/financial systems, and analytics/dashboarding tools
• Ability to use approved AI tools appropriately to support analysis, reporting, and workflow efficiency while maintaining sound judgment, protecting sensitive data, and following company policy

Preferred Qualifications

• Advanced credentials such as MBA, CPA, or CMA

Working Conditions

• Home office or general office environment
• Ability to remain at a workstation for extended periods and perform work using standard office technology

Benefits

Physical and Mental Health Benefits

• Choice of Blue Cross Blue Shield Medical, Dental, and Vision Plans
• Telehealthcare – for Medical and Behavioral visits
• Generous PTO with buy/sell options
• 9 Company holidays, a floating day off, and a day off for volunteering
• Employee Assistance Program
• Wellness program - earn insurance discounts or credit towards health-related items

Financial Health Benefits

• 401K Plan with employer matching contributions
• Company-funded spending/reimbursement accounts to help with out-of-pocket medical expenses
• Bonus and Recognition programs
• Tuition Assistance
• Consultation with financial planner
• Basic Life & AD&D Insurance, Short and Long-Term Disability Insurance provided, and Supplemental Term Life Insurance is available
• Group Discount programs - mobile, technology services, etc., to help you save money

Other Benefits

• E-Learning – Comprehensive and current library of e-learning and performance support assets, available on demand and at no cost
• Fully remote work environment