Senior Financial Analyst – R&D, Customer Success

Role Overview

• Own the R&D financial model (headcount, capacity, investment prioritization)
• Build and/or orchestrate planning cycles (annual plan, reforecasts, weekly flash) across R&D and Customer
• Partner with the CCO on Customer Success and Support forecasting, capacity, and performance
• Deliver insights on core SaaS metrics (retention, churn, expansion, cost-to-serve, support efficiency)
• Inform topline assumptions based on customer behavior, product usage, and operational drivers
• Support quarterly business reviews and development of board-level materials
• Partner with Cloud Operations to forecast and manage cloud and AI costs
• Drive visibility into cost drivers and identify efficiency opportunities
• Build and/or orchestrate business cases, scenarios, and sensitivity analyses
• Act as a strategic thought partner to R&D and Customer leadership on resource allocation and ROI
• Design, build, and orchestrate AI-driven workflows across forecasting, reporting, and variance analysis
• Translate finance processes into structured, modular workflows for agent execution
• Orchestrate multi-step, agent-driven processes across interconnected workflows
• Act as human-in-the-loop owner (output validation, exception handling, continuous improvement)
• Replace manual processes with orchestrated agent workflows to scale output without linear headcount
• Integrate data pipelines with AI and orchestration layers (Finance Systems, BI, RevOps, Accounting, HR, etc.)
• Continuously improve workflows through prompt refinement and orchestration optimization
• Partner with Accounting to ensure accurate expense classification and allocations during close
• Align financial data with operational drivers (headcount, cloud usage, vendor spend)
• Build and/or orchestrate accruals, reclasses, and variance explanations
• Establish and enforce data governance and documentation standards across systems
• Ensure data structures are clean, consistent, and automation-ready for AI workflows
• Identify and resolve data issues impacting forecasting, reporting, or automation accuracy
• Deliver monthly reporting, variance analysis, and performance insights
• Support weekly, monthly, and quarterly financial cadences (flash, forecast, close)
• Support quarterly business reviews and board deck materials
• Partner with BI/RevOps to improve data quality and reporting automation
• Leverage AI tools to accelerate analysis and insight generation

Requirements

• 4–8+ years in FP&A, Corporate Finance, or Strategic Finance
• Experience supporting Product, Engineering, R&D, Customer Success, or Support
• Strong financial modeling, forecasting, and scenario analysis skills
• Experience with planning systems (e.g., Drivetrain, Hyperion, SAP, Anaplan, Adaptive)
• Strong understanding of SaaS metrics (retention, churn, cost-to-serve)
• Experience partnering with Accounting (accruals, expense classification, P&L integrity)
• Experience using AI tools to automate analysis or improve workflows
• Ability to operate across execution and orchestration of work
• Strong communication skills and ability to influence cross-functional stakeholders.

Tech Stack

• Cloud
• Flash

Benefits

• Remote First work environment
• Unlimited vacation in most of our locations!!
• Great benefits including health, dental, vision and savings plan.
• Perks such as training reimbursement, WFH reimbursement, and more.
• Diverse and dynamic teams with challenging and exciting work.
• An opportunity to have a real impact on our business.
• A great range of social activities (both in person and virtual).
• Optional in person meet-ups and the ability to travel to our international offices
• Employee referral program
• And so much more!