Senior Financial Analyst – FP&A, R&D

Role Overview

• Partner with CTO and CPO to drive financial decision-making for the R&D organization, including evaluating technical debt vs. feature investment trade-offs, conducting ROI analyses for product initiatives, and building product line P&Ls that inform strategic priorities
• Translate product roadmaps into financial forecasts, ensuring alignment between engineering capacity, product strategy, and financial targets
• Lead monthly and quarterly forecasting processes for R&D, collaborating with leadership to develop accurate projections based on hiring plans, project timelines, and resource allocation
• Manage project tracking systems to monitor R&D spending across initiatives, connecting data from multiple sources (HRIS, project management tools, financial systems) to provide comprehensive visibility
• Deliver monthly budget vs. actual analysis with detailed variance explanations, drilling into payroll, contractor spend, and vendor costs to identify trends and opportunities
• Analyze key business drivers to quantify how R&D investments translate into product velocity, customer adoption, and incremental revenue
• Own COGS hosting forecasting and analysis, partnering with engineering and operations teams to model cost drivers and identify optimization opportunities
• Develop headcount planning models that balance investment needs with efficiency targets
• Identify and implement process improvements to streamline reporting workflows, leveraging automation and AI where appropriate
• Prepare board-ready materials with clear narratives and compelling data visualization that communicate complex financial stories to non-financial audiences

Requirements

• 5+ years of FP&A experience with demonstrated expertise in financial modeling and business partnership, preferably in high-growth or PE-backed companies
• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA a plus
• Advanced proficiency in Excel to facilitate complex modeling
• Experience with financial systems (NetSuite or similar ERP platforms)
• Comfort working with data from multiple systems and building integrated reporting solutions
• Exceptional analytical abilities with proven problem-solving skills and intellectual curiosity
• Ability to translate complex financial concepts for non-financial stakeholders with clarity and impact
• Strong business acumen with the ability to connect financial metrics to operational drivers
• High attention to detail with the ability to balance precision and speed in a fast-paced environment
• Self-starter who can manage competing priorities and drive projects independently
• Collaborative mindset with strong interpersonal skills
• Preferred Skills
• SaaS or subscription-based business model experience
• Project-based finance support for engineering or product teams
• International/multi-entity company experience
• Familiarity with SQL, or data visualization tools (PowerBI)
• M&A or integration experience

Tech Stack

• ERP
• SQL

Benefits

• Work with a global team! We have colleagues and customers across North America and overseas.
• Veriforce is a great place to work! Our leaders and teams cite culture as one of the top reasons this is a great place to
• 100% paid employee medical and dental insurance
• Monthly contributions to Health Savings Accounts
• A 401(k) match that is immediately fully vested
• Outstanding time off benefits
• Paid time off for volunteer activities
• Remote work