Senior Financial Analyst

About the role

Forecasting & Financial Planning
Support the annual operating plan (AOP), monthly reforecasts, and long-range planning processes.
Maintain and enhance forecast models for ARR, bookings, revenue, churn and expansion.
Perform variance analysis versus plan, prior periods, and forecasts, highlighting key drivers.
Assist with scenario modeling related to growth initiatives, pricing changes, and investment decisions.

Responsibilities

Performance Reporting & Analytics
Prepare recurring management reporting packages and executive dashboards.
Analyze KPIs including ARR, NRR, GRR, LTV, CAC and gross margin.
Partner with the VP of FP&A to ensure data accuracy, consistency, and clear financial narratives.
Help standardize metrics, definitions, and reporting cadence across teams.
Prepare monthly reporting packages including close and forecast decks, MBR content, and board materials.

Requirements

• Typically 5 to 7 or more years of increasing responsibility in applicable professional experience.
• 3–5 years of progressive finance experience with significant FP&A exposure in a SaaS or software environment.
• Solid understanding of recurring revenue models, SaaS metrics, and unit economics (ARR, NRR, GRR, LTV, CAC).
• Advanced financial modeling and analytical skills; experience with BI tools a plus.
• Experience supporting Sales, Marketing, or GTM functions, including bookings alignment, pipeline analysis, and LTV/CAC evaluation.
• Strong communication skills with the ability to translate financial data into executive-level insights.
• Capable of partnering with and constructively challenging internal business stakeholders.
• Responsive self-starter driven to advance career.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Experience in healthcare, dental, or vertical market software.
• MBA preferred.

Skills

Expert-level modeling and analytical skills combined with strong business partnership instincts.

Benefits

A robust benefits package including health coverage, retirement savings with company match, paid time off, parental leave, wellbeing resources, education support, and MORE!

Pay

The posted range for this position is $95,000-$110,527, which is the expected starting base salary range for an employee who is new to the role to fully proficient in the role.

Schedule

This position is remote within the United States with up to 10% travel as needed.