Senior Financial Analyst
About the role
The RoleApptegy is seeking a Senior Financial Analyst to join our FP&A team as a trusted partner and play a key role in driving financial clarity and strategic decision-making across the organization. This role sits within our Finance team and partners directly with senior leaders across Sales, Marketing, Customer Success, Product, and Operations to provide insights that shape how we invest, grow, and scale.
Responsibilities
Own Planning, Forecasting & Performance
Own key parts of Apptegy’s planning cycle, including annual budgeting, quarterly forecasting, and long-range planning
FP&A end-to-end for a critical, complex area of the business, and set the bar for forecast accuracy and insight quality
Build and maintain scalable financial models across the full P&L – revenue, operating expenses, and headcount
Run scenarios that help evaluate trade-offs between growth, profitability, and investment levels
Lead monthly and quarterly reviews with clear variance and trend analysis for leadership, and own the integrity of the numbers behind them
Shape Business Insights & Partnership
Serve as a trusted partner to leaders across departments and go-to-market teams, helping evaluate initiatives, resource allocation, and growth opportunities
Analyze financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to identify trends, risks, and opportunities
Translate complex data into clear, actionable recommendations for senior leaders and drive the FP&A narrative in leadership and Board materials
Lead cross-functional analytical projects and the most consequential ad hoc work – pricing, investment cases, new product investments, and operational improvements
Build Scalable, AI-Enabled Finance Infrastructure
Improve and maintain core models, dashboards, and reporting frameworks to enable faster, more accurate decision-making
Own and extend major modules within our planning platform (Pigment) and related systems, building workflows that reduce manual effort
Design and run automated, AI-enabled processes that improve speed, accuracy, and data quality – and help teammates adopt them
Set standards and share best practices as a go-to FP&A resource beyond your immediate area, helping raise the bar across the function
Prepare concise materials and insights for leadership and board-level reporting, and help evolve Apptegy’s planning processes as we scale
Requirements
5+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles, including end-to-end ownership of planning and forecasting for a meaningful area of a business
Exceptional communication skills, with a track record of partnering with and influencing senior (Director/VP-level and above) leaders through financial analysis
Full P&L exposure, including serving as a key driver in annual budget cycles
Strong SaaS fluency – recurring-revenue metrics (ARR, NRR, GRR, LTV/CAC, payback) and the ability to turn insights into action
Advanced financial modeling skills in Excel or Google Sheets, including scenario modeling and large-dataset analysis
Experience leveraging AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to streamline financial processes and reduce manual work
Proven ability to operate autonomously and navigate ambiguity in a fast-moving, high-growth environment
Bachelor’s degree in Finance, Accounting, Economics, or a related discipline