Senior SAAS Finance, Business Analyst

Role Overview

• Analyze complex business and financial data to provide actionable insights and support strategic decision-making.
• Develop and maintain reports, dashboards, and ad hoc analyses that offer real-time visibility into operational and subscription-based KPI’s.
• Build advanced financial and analytical models to forecast performance, assess ROI, evaluate business scenarios, and improve forecast accuracy.
• Create compelling visualizations, narratives, and presentations to effectively communicate trends, risks, opportunities, and insights.
• Monitor and interpret leading and lagging indicators such as product adoption, customer health, pipeline coverage, and sales velocity to proactively identify business risks and opportunities.
• Identify and interpret patterns, trends, and emerging signals—including in situations with incomplete data—using strong analytical judgment, assumptions, and proxies as needed.
• Independently identify and pursue industry trends, market developments, and emerging technologies, proactively incorporating relevant insights into analytical approaches and recommendations.
• Ensure accuracy and reliability by incorporating robust checks and balances into reports, dashboards, and models.
• Collaborate with cross‑functional partners to translate business needs into clear, detailed technical requirements and ensure alignment on definitions and methodologies for core SaaS metrics.
• Support database development projects to ensure data standards are met.
• Ensure compliance with data privacy regulations and implement solutions accordingly.
• Maintain comprehensive documentation for processes, requirements, methodologies, and analytical outputs.

Requirements

• 7+ years’ experience in financial analysis and business analytics, with at least 3 years in a SaaS environment working with subscription‑based performance metrics such as ARR, MRR, retention, churn, and cohort analysis
• Bachelor’s Degree in a relevant field
• Solid understanding of data structures, analytics, ETL processing, and data warehousing
• Advanced skills in Power BI (Power Query M, DAX), Excel and SQL
• Experience with CRM & ERP systems, subscription business models, and SaaS performance metrics; Ed Tech experience preferred
• Demonstrate strong self-direction by proactively identifying emerging trends, relevant metrics, and analytical opportunities, leveraging innovative approaches to obtain insights and inform decision making
• Proven ability to support data-driven decision-making, at all levels, through well-structured analysis, clear narratives, and strategic recommendations.
• Solid understanding of core financial, subscription revenue, and business concepts.
• Strong data visualization and data storytelling capabilities
• Exceptional analytical, critical thinking, and problem-solving skills
• Ability to manage multiple priorities meet deadlines, and work in a fast-paced environment
• High attention to detail, confidentiality, and sound professional judgement.

Tech Stack

• ERP
• ETL
• SQL

Benefits

• We cover 100% of your premiums for medical, dental and vision coverage and 50% for your dependent’s medical and dental premiums
• Retirement plan + company match up to 3%
• A flexible work subsidy: $100 per month that you can use on things like phone and internet costs, office supplies, or even commuting costs
• 16 paid holidays (including winter break and 1 floating holiday), 3 weeks' vacation in your first year, and separate sick leave accrual
• Other great benefits include: monthly contribution to childcare and/or dependent expenses, FSA account, parental leave, sabbatical leave, employee assistance program, annual wellness reimbursement, growth and development opportunities, disability and life insurance.