Senior Financial Analyst

Role Overview

• Conduct financial analysis and forecasting to support business decision-making and help set short-term and long-term financial goals of the company.
• Conduct weekly/monthly follow-ups to determine the effectiveness of financial plans and fine-tune the strategy needed to reach financial targets.
• Work collaboratively with cross-functional teams, including Operations and Marketing to develop monthly strategies, quarterly and annual plans.
• Develop and refine financial models to forecast revenue, expenses, and capital requirements.
• Support the quarterly/annual budgeting, revenue forecasting, and financial review process.
• Work on optimizing and analyzing income statements, balance sheets, budgets and forecasts.
• Prepare and deliver accurate monthly financial reporting packages, dashboards, activity reports, and Budget vs. Actuals across all cost centers.
• Maintain and optimize FP&A processes to ensure alignment and integration with the company’s ERP system.
• Conduct detailed financial analysis and provide actionable recommendations to support departmental and company-wide decision-making.
• Consult with and give advice to cross-functional teams to assess financial risks, opportunities, and strategies.
• Meet with department heads to review budget-to-actual variances and plan for upcoming forecasts.
• Create and maintain 12
• 36 month rolling forecasts.
• Collaborate with senior management to align financial planning with company objectives.
• Analyze monthly, quarterly, and annual results, providing insights on trends, risks, and opportunities.
• Investigate and help resolve deviations from budgets and discrepancies in financial data.
• Adheres to all confidentiality and compliance regulations.
• Define procedures or implement processes around financial reporting or forecasting.

Requirements

• Bachelor’s Degree in Finance, Accounting, Business, or related area of study, or equivalent work experience.
• 4+ years of experience in FP&A, with a focus on SaaS or high-growth technology companies.
• Ability to analyze revenue streams, gross margin rates and profitability by product in an effort to devise forward-looking strategies and areas of opportunity.
• Strong understanding of 3-statement financial models and the relationships between them.
• Understanding of NRR, GRR metrics to include trailing-twelve-month and cohort analysis.
• Advanced knowledge of financial modeling, budgeting software, and financial reporting tools; Planful, Claude, and PowerBI a huge plus.
• Strong analytical, problem-solving, and critical-thinking skills.
• Demonstrated ability to work in a fast-paced environment and manage multiple priorities.
• Highly motivated self-starter, capable of working independently and building processes from scratch or with limited direction.
• Understanding of month-end closing cycles.
• Strong experience building complex financial models, budgets, and reporting packages.
• Ability to make financial recommendations to grow revenue and enhance profitability.
• Proficiency with Excel functions and formulas to increase efficiency and drive business insights.

Tech Stack

• ERP