Sr. Financial Analyst

About the role

We are looking for a highly analytical and business-oriented Senior Financial Analyst - FP&A to join our growing finance organization. This role will partner closely with cross-functional stakeholders and executive leadership to drive strategic financial planning, SaaS business analysis, forecasting accuracy, and operational decision-making.

Responsibilities

• Lead monthly, quarterly, and annual forecasting processes across business functions
• Develop and maintain robust SaaS financial models for revenue, ARR, bookings, headcount, operating expenses, and cash flow planning
• Support annual budgeting and long-range planning exercises
• Analyze actuals vs. forecast and provide variance insights with actionable recommendations
• Own and analyze key SaaS performance metrics including ARR / MRR, Net Revenue Retention (NRR), Gross Revenue Retention (GRR), CAC, LTV, CAC Payback Period, Churn & Expansion Metrics, Gross Margin & Unit Economics
• Build scalable KPI dashboards and reporting frameworks for executive leadership
• Conduct cohort analysis, customer profitability analysis, and scenario modeling
• Strategic Finance & Business Partnering: Partner with GTM, Customer Success, Sales, Marketing, Product, and Operations teams to support strategic initiatives
• Provide insights on revenue trends, pipeline performance, sales productivity, and investment efficiency
• Support board reporting, investor reporting, and executive presentations
• Evaluate strategic investments, pricing strategies, and operational efficiency opportunities
• Reporting & Process Improvement: Improve financial reporting automation and data integrity across systems
• Drive process optimization initiatives within FP&A workflows
• Collaborate with Accounting during month-end and quarter-end close cycles
• Ensure accuracy and consistency of financial and operational data

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• MBA, CFA, CPA, or CA preferred
• 3-4 years of experience in FP&A, Strategic Finance, or Financial Analytics roles
• Strong experience working within a SaaS or subscription-based business model is mandatory
• Advanced expertise in financial modeling and forecasting
• Strong understanding of SaaS metrics and subscription economics
• Experience working with large datasets and business intelligence/reporting tools
• Advanced Excel / Google Sheets skills required
• Experience with ERP and FP&A tools such as NetSuite, Adaptive Planning, Anaplan, Pigment, or similar platforms is preferred

Skills

• Excellent communication and stakeholder management skills
• Ability to work independently in a fast-paced, high-growth environment

Preferred Skills

• Strong business acumen with the ability to translate data into strategic recommendations
• Experience supporting US-based finance teams and leadership stakeholders
• High attention to detail with strong problem-solving capabilities
• Comfortable working across global teams and time zones
• Experience in enterprise B2B SaaS environments

Benefits

We are an equal opportunity employer and are committed to building a diverse and inclusive workplace. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status. If you’re excited about this role but don’t meet every qualification, we encourage you to apply. Imposter syndrome can hold great candidates back, and we believe potential and willingness to learn matter just as much as checking every box. We value diverse perspectives, experiences, and ways of thinking, and we’re committed to building a team where everyone feels they belong and can do their best work.