Senior Finance Analyst

About the role

We’re seeking a detail-oriented and analytically driven Senior Finance Analyst to support our accounting, finance, and sales operations. This is an excellent opportunity for a high-performing analyst ready to take on greater responsibility and expand their financial acumen across both accounting and sales operations in a high-growth tech environment.

Responsibilities

• Conduct variance analysis, trend analysis, and performance analysis on actual results versus budget and forecast; prepare clear, actionable insights for management.
• Prepare management reports, financial dashboards, and ad-hoc analyses to support executive decision-making.
• Identify opportunities to streamline accounting processes, automate routine tasks, and improve overall efficiency.
• Lead or support ad-hoc financial projects including cost analysis, forecasting, and special accounting initiatives.
• Monitor and analyze sales pipeline data, deal progression, and conversion metrics; provide insights to support sales forecasting and revenue projections.
• Maintain and optimize the CRM system; ensure data accuracy, pipeline hygiene, and proper forecasting inputs.
• Collaborate with the sales team to provide financial analysis on deal sizes, margins, customer acquisition costs, and sales performance metrics.
• Work closely with the CFO to deliver financial insights, analyses, and reports that inform strategic business decisions and drive operational excellence.
• Provide proactive analytics and reporting including identification of sales and margin trends, key monthly financial drivers, customer and profitability analysis and other special projects to improve operational and financial performance.
• Prepare information for monthly Senior Leadership meetings, quarterly board meetings and the organization’s annual Plan.
• Identify opportunities to automate routine financial tasks, such as data loading and reporting, to improve accuracy and reduce month-end close cycles.
• Engage with and learn new AI-powered tools and features within our financial systems to enhance planning, budgeting, and decision-making processes.

Requirements

• A Bachelor’s degree in Accounting, Finance, or related field.
• 3 - 6 years of accounting or finance experience, with at least 2 years in a high-growth technology environment.
• Advanced Excel skills with proficiency in data analysis, pivot tables, and financial modeling.
• Experience with modern ERP systems, preferably NetSuite or similar platforms.
• Excellent analytical and problem-solving skills with meticulous attention to detail.
• Strong communication skills and ability to translate financial data into clear, actionable insights for non-financial stakeholders.
• Familiarity with CRM systems (Salesforce, HubSpot, or similar) and sales operations processes.
• Experience working with sales teams and understanding sales metrics, pipeline management, and revenue operations.
• Bonus points: Direct experience with enterprise CRM platforms and sales operations, experience with revenue operations or sales analytics roles, semiconductor industry experience, buy-side fundraising & acquisition experience.