Lead Financial Analyst

Key Responsibilities & Duties

• Serve as the trusted finance partner to CXG leaders by maintaining regular, open communication and guiding budget and resource decisions
• Connect financial data to CXG strategy by advising on trade-offs across capacity, hiring, and go-live priorities
• Coincide financial data with CXG strategy by advising on trade-offs across capacity, hiring, and go-live priorities
• Coordinate the forecasting of go-lives by partnering with the implementation team, translating capacity, bookings and current backlog into a defensible, time-phased launch forecast
• Support executive-level reporting by preparing materials and delivering insights on go-lives, backlog, and ARR for senior leadership and board discussions
• Ensure alignment of CXG metrics and data sources across Finance and CXG by establishing shared definitions and a single source of truth
• Collaborate with CXG, Accounting and the broader FP&A team by keeping forecasts, actuals, and revenue recognition aligned
• Enhance go-live and capacity forecasting by improving automation, scalability, and data integrity across CXG models
• Champion and help develop AI-led processes to drive efficiencies and shift focus from manual work toward high-value analysis

Qualifications

• 6+ years of experience in financial planning and analysis, corporate finance, or related roles with demonstrated expertise in advanced modeling, forecasting, and business partnership
• Advanced financial modeling and forecasting expertise
• Strong proficiency in Excel and financial planning tools such as Adaptive, or other similar tools
• Strong business acumen and ability to influence strategic decisions
• Excellent analytical and problem-solving skills with sound judgment
• Effective communication and executive-level presentation skills
• Ability to operate independently in complex and ambiguous environments
• Strong stakeholder management and cross-functional collaboration skills
• Self-motivated, curious, and focused on continuous improvement

Desired Skills

• Experience in SaaS or financial technology environments
• Experience supporting executive leadership and board-level reporting
• Deep expertise with forecasting and business partnership processes