Own and enhance core revenue, OPEX, unit economics, and ROI models
Drive monthly updates, accuracy, and variance investigations
Lead budget cycles for assigned functions and act as the primary finance advisor, providing insights that shape resourcing and strategy
Build and present executive reporting, business updates, and board-ready materials
Maintain controls for commission bookings, quota modeling, and CRM audit processes
Reconcile data across ERP, CRM, and BI sources
Diagnose and fix issues
Design repeatable processes that improve quality and reduce manual work
Build automated reports, dashboards, and templates to streamline close, forecasting, and KPI monitoring
Provide fast-turn analysis on ARR, revenue, expenses, headcount, pricing, and P&L topics as executive needs arise

4–6 years of experience in corporate finance, FP&A, or a related analytical role in a fast-paced environment
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related analytical field (e.g., Math, Engineering, Data Science)
Strong background in B2B SaaS; consulting experience is a plus
Advanced Excel skills(Power Query/Power Pivot) with a demonstrated ability to build robust, scalable financial models from scratch
Proficiency in SQL for querying large datasets (Redshift experience preferred)
Excellent PowerPoint/slide-building skills with strong storytelling capabilities
Outstanding verbal and written communication skills with the confidence to present independently to senior stakeholders
Demonstrated ability to work with imperfect data and evolving assumptions while maintaining analytical rigor.

Senior Financial Analyst, FP&A

Key skills