Financial Analyst, R&D

About the role

Clari + Salesloft are building the next era of enterprise revenue—one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building the industry’s first Predictive Revenue System, enabling humans and AI to work together to make smarter decisions and drive consistent growth. As a Financial Analyst, you will be pivotal to our company’s success, serving as a key member of our fast-growing and high-performing Finance team and a critical partner in scaling the company.

You will be the dedicated finance partner to our Research & Development (Product & Engineering) organization, working alongside FP&A leadership to evaluate unit-level economics, engineering headcount, and investment KPIs that drive our product roadmap.

Responsibilities

• Lead R&D Financial Partnering: Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs that drive our product roadmap.
• Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, tracking key trends, and communicating business risks and insights to senior leadership.
• Leverage Modern Tech & AI: Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows.
• Execute Business Case & Strategic Modeling: Perform ad-hoc business case evaluations and scenario analyses to guide strategic technology initiatives and investment decisions.
• Support Financial Operations: Partner with Accounting during the month-end close process to complete variance analysis and assist with R&D financial reporting.

What you’ll accomplish

• Within one month: Attend new hire orientation, meet key team members, set OKRs with your manager, and begin familiarizing yourself with financial statements, systems (especially Pigment and Adaptive), and processes.
• Within three months: Deepen understanding of financial processes, become proficient in systems, collaborate with business partners on budgeting and forecasting, drive month-end close reporting, and develop stakeholder relationships.
• Within six months: Act as the direct FP&A business partner for your group(s), take ownership of budgeting and forecasting, and own monthly financial reporting to leadership.
• Within twelve months: Own the budget and long-range planning for your group(s), contribute to company-wide strategic planning, and proactively identify risks and opportunities.

Requirements

• 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment.
• Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling.
• Hands-on experience with modern FP&A platforms (specifically Pigment) and comfort using AI tools (such as Claude AI) to drive analytical productivity.
• Exposure to or strong interest in R&D and technology finance (e.g., engineering headcount planning, cloud infrastructure costs, or software capitalization).
• Tech-savvy with strong analytical skills and the ability to learn new systems and workflows quickly.
• Excellent communication, interpersonal, and presentation skills to interact effectively with engineering leaders and executive management.
• Collaborative mentality by prioritizing ‘we’ over ‘me’.

About the team

The Clari + Salesloft Finance team is comprised of seasoned and up-and-coming finance and analytics professionals. The team consists of results-oriented SaaS professionals with a strong analytical mindset and a passion for strategic problem-solving. Team members share common traits: they are collaborative, highly curious, detail-oriented, and focused on helping the company scale cleanly.

Pay

Base Pay Range: $67,000—$77,500 USD