Strategic Finance Analyst

About the role

CertifID is on a mission to make payment fraud impossible. Every year, billions of dollars disappear from real estate closing tables and we are the company that stops it. We are winning. Revenue is growing, customers are expanding, and the product is working. We're hiring a Strategic Finance Analyst to support top-line forecasting, operating model development, and CFO-level strategic financial analysis during a period of rapid growth.

Responsibilities

• Build and enhance integrated three-statement operating models that support annual planning and long-range forecasting
• Own, scale, and improve forecasting for ARR, bookings, expansion, and retention
• Use AI tools to automate manual workflows, accelerate analysis and modeling, and surface insights that would otherwise stay buried in the data
• Translate pipeline health, sales performance, and GTM investment strategy into scalable revenue projections
• Drive cross-functional partnerships across the business to formulate insight and inform executive decision-making
• Prepare and deliver Board, monthly business review (MBR), and quarterly business review (QBR) reporting packages
• Analyze SaaS KPIs and unit economics, and connect model outputs to the broader operating picture
• Run scenario analysis, sensitivity modeling, and strategic forecasting to answer the questions leadership is asking
• Support cash forecasting and strategic capital allocation analysis

Requirements

• Bachelor’s degree required in Finance, Accounting, Economics or other relevant field
• 3-5 years relevant experience in investment banking, strategic finance, PE or FP&A at a high-performing company
• Advanced three-statement financial modeling skills, with clean, highly integrated spreadsheet design
• A strong understanding of SaaS KPIs and unit economics (ARR, retention, churn, expansion)
• Experience supporting ARR, bookings, or GTM forecasting
• Deep, hands-on fluency with AI tools (e.g., Claude, ChatGPT) and a demonstrated track record of using them to accelerate financial analysis, modeling, reporting, and workflow automation
• A demonstrated ability to distill complex issues into structured frameworks and concrete action plans
• A demonstrated ability to problem-solve independently, organize your own workload, and deliver on time with minimal oversight
• Genuine curiosity and drive; you operate with urgency, sweat the details, and thrive when the pace picks up
• Strong executive communication skills, with a track record of presenting complex analysis clearly to senior leadership

Qualifications

• Advanced three-statement financial modeling skills, with clean, highly integrated spreadsheet design
• A strong understanding of SaaS KPIs and unit economics (ARR, retention, churn, expansion)
• Experience supporting ARR, bookings, or GTM forecasting
• Deep, hands-on fluency with AI tools (e.g., Claude, ChatGPT) and a demonstrated track record of using them to accelerate financial analysis, modeling, reporting, and workflow automation
• A demonstrated ability to distill complex issues into structured frameworks and concrete action plans
• A demonstrated ability to problem-solve independently, organize your own workload, and deliver on time with minimal oversight
• Genuine curiosity and drive; you operate with urgency, sweat the details, and thrive when the pace picks up
• Strong executive communication skills, with a track record of presenting complex analysis clearly to senior leadership

Skills

• Advanced three-statement financial modeling skills
• Understanding of SaaS KPIs and unit economics
• Experience with AI tools
• Structured problem-solving approach
• Executive-level communication skills

Benefits

• Competitive salaries
• Excellent medical, dental and vision benefits
• Participation in the employee stock option program
• Flexible Time Off policy
• 401(k) with a generous company match and no vesting schedule
• 12 company-paid holidays, 10 paid sick days and your birthday off!
• Company-paid life insurance
• Short and long-term disability
• Generous parental paid leave
• Wellness reimbursement of $300/year
• Remote worker reimbursement of $300/year
• Professional development reimbursement

Pay

Competitive salaries

Schedule

Full-time