Senior Financial Specialist

About the role

The Sr. Financial Analyst will be a critical individual contributor on NetDocuments’ FP&A team, serving as the primary financial partner for our Cloud Operations and R&D organizations. This role sits at the intersection of financial planning and cloud cost intelligence — owning the financial story behind our AWS and hosting infrastructure investments, and translating complex technical spend into actionable insights for Engineering Directors, VPs, and senior leadership.

Responsibilities

• Cloud & FinOps Financial Partnership
• Own the financial planning, forecasting, and reporting for AWS and cloud hosting costs in partnership with the FinOps team, serving as the Finance lead on all cloud cost matters
• Build and maintain bottoms-up AWS cost forecasts by service, team, and product; track actuals vs. forecast and identify key cost drivers and variances
• Develop unit cost economics (e.g., cost per customer, cost per workload) to help Cloud Ops and leadership understand the true financial drivers of the product infrastructure
• Analyze AWS cost anomalies and optimization opportunities — including Reserved Instances, Savings Plans, and rightsizing — and track realized savings against targets
• Build and maintain cloud cost allocation models that map AWS spend to products, teams, or business units to support Gross Margins by Products, Customers, Segments etc.
• Translate complex cloud infrastructure costs into clear, concise financial narratives for non-technical audiences including Engineering Directors, VPs, and senior Finance leadership
• Support and maintain FinOps dashboards and KPI scorecards utilizing cloud FinOps tools; continuously improve reporting to deliver more actionable insights
• FP&A & Business Partnership
• Own the monthly financial review cadence with Engineering, Product and Cloud Ops leadership — prepare materials, present results, and drive follow-through on identified action items
• Be actively involved in the monthly close, forecast, and annual planning processes, including related financial reviews with stakeholders
• Proactively identify budget risks and opportunities and communicate them to business partners with recommended actions — don’t just report the numbers, explain what they mean
• Establish trusted business partnerships with R&D and Cloud Ops organizations; provide analytical support and financial guidance to help inform various business decisions
• Develop and maintain financial models and analyses to support new product business cases, investment decisions, and strategic initiatives
• Support R&D capitalization analysis and forecasting
• Partner with Recruiting and HR to manage, track, and improve headcount reporting and forecasting, including hiring and attrition trend analysis
• Work in partnership with the accounting team to consolidate financial results and metrics in support of close processes, including data analysis to explain key drivers of results
• Gather and organize data from multiple sources to provide inputs into financial and product business cases
• Lead special projects and strategic analyses as prioritized by Finance leadership

Requirements

• Education & Experience
• BS/BA in Finance, Accounting, Economics, Mathematics, or related field
• 3+ years of progressive Financial Analyst experience, ideally within a SaaS or technology company
• Experience in a global, public, or private equity-backed environment preferred
• Technical & Analytical Skills
• Strong financial modeling skills, including expense forecasting, variance analysis, and business case development
• Familiarity with cloud cost concepts including AWS Reserved Instances, Savings Plans, cost allocation tagging, and unit economics
• Experience with FinOps tools such as AWS Cost Explorer, CloudHealth, Apptio Cloudability, or similar platforms preferred
• Advanced Excel and PowerPoint skills; experience building executive-ready dashboards in Power BI, Tableau, or similar tools
• Experience working with ERP and financial planning tools required; NetSuite and Adaptive Insights experience strongly preferred
• Exposure to R&D capitalization accounting (ASC 350-40) a plus
• Communication & Leadership
• Demonstrated ability to translate complex financial and technical data into clear, concise narratives for both technical and non-technical audiences
• Comfortable presenting to and influencing Director and VP-level stakeholders independently
• Strong cross-functional collaboration skills, particularly with Engineering, DevOps, and Accounting teams
• Excellent written and verbal communication skills; able to build trusted relationships across all levels of the organization
• Proactive, self-starter mindset with strong problem-solving skills and the ability to manage multiple priorities in a fast-paced environment
• Ability to handle sensitive financial information with the utmost confidentiality and professionalism

Qualifications

• None specified

Skills

• None specified

Benefits

• 90% healthcare premiums company covered
• HSA company contribution
• 401K match at 4% with immediate vesting
• Flexible PTO (typically 3 to 4 weeks a year)
• 10 paid holidays
• Monthly contributions for wellness
• Access to LinkedIn Learning with monthly dedicated time to explore

Pay

The annual compensation range for this position is: $105,000 - $115,000

Schedule

Hybrid, remote-friendly workplace

Benefits

• 90% healthcare premiums company covered
• HSA company contribution
• 401K match at 4% with immediate vesting
• Flexible PTO (typically 3 to 4 weeks a year)
• 10 paid holidays
• Monthly contributions for wellness
• Access to LinkedIn Learning with monthly dedicated time to explore

Pay

The annual compensation range for this position is: $105,000 - $115,000