Senior Financial Analyst

Skill Requirements

• 4 – 7+ years of relevant analytical and management experience in Tech / SaaS Product Finance, FP&A or technology investing (VC/PE/fund)
• Experience supporting subscription/SaaS business and good understanding of subscription/SaaS business metrics and models preferred
• Bachelor's degree in accounting, finance, economics or a similar discipline; MBA, CFA or CPA a plus
• Prior experience with NetSuite, Salesforce.com, or Adaptive Planning is a plus

Qualifications

• An analytical mindset and an ability to use data to drive insights and recommendations
• Team player with high EQ and sense of ownership, comfort with ambiguity and a “no job too small” startup mentality
• Proficient communication, influencing, and interpersonal skills and comfort in conducting themselves in front of an executive level audience
• High integrity and performance standards; passion for learning and continuous improvement
• Strong work ethic, ability to multi-task and project manage to deliver on critical deadlines
• Technology enthusiast and AI evangelist

Responsibilities

• Support the annual budgeting process, including materials for Board meetings with narratives, business explanations, and financial forecasts
• Assist in updating the company’s long-range financial forecast model and partner with key stakeholders across the organization to ensure that the modeling assumptions are reasonable and current
• Serve as one of the executive level key business partners for our R&D and G&A functions and provide support for all planning, forecasting and analysis activities
• Assess return on investment for capital requests and product development initiatives
• Analyze cohort data and other relevant operational metrics to help us build an operationally excellent organization
• Provide analytical / decision support (ROI, benchmarking, etc.) on key company decisions (partnerships, key customer contracts, M&A activities, etc.)
• Support financial modeling and evaluation for prospective M&A opportunities