Senior Financial Analyst

Role Overview

• Own the numbers seen by PE sponsors and the Board.
• Lead consolidated reporting across a multi-entity business, shape board materials, and turn complexity into a clear financial story.
• Drive financial planning, forecasting, and performance analysis across the organization.
• Partner closely with business leaders and executive stakeholders to deliver actionable insights.
• Support strategic decision-making and enhance financial visibility.
• Lead budgeting and forecasting cycles, build financial models, and develop reporting frameworks.
• Manage and optimize reporting and planning processes within Adaptive Insights (or similar FP&A tools).
• Develop and maintain KPI dashboards and performance metrics.
• Support long-range planning, investment analysis, and strategic initiatives.
• Evaluate business cases, cost structures, and ROI in partnership with cross-functional teams.
• Perform ad hoc analysis to support executive and operational priorities.
• Help automate processes and collaborate with senior leadership on AI tool implementation to enhance workflows.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CPA a plus
• 7+ years of progressive experience in FP&A, corporate finance, or financial strategy
• Strong financial modeling and forecasting experience, including scenario and sensitivity analysis
• Advanced Excel skills with proficiency in financial planning tools (e.g., Adaptive Insights, Anaplan, or similar)
• Experience building executive-level reporting, dashboards, and presentations
• Strong understanding of financial statements (P&L, cash flow) and key business drivers
• Proven ability to translate complex financial data into clear, actionable insights
• Excellent analytical, problem-solving, and critical thinking skills
• Strong communication and stakeholder management skills, with experience partnering across all levels
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Detail-oriented with a focus on accuracy and continuous improvement
• Self-motivated, proactive, and able to work independently while contributing to team success.
• Experience supporting SaaS, subscription-based, or revenue-driven business models
• Experience in a private-equity-backed company, including board or sponsor reporting.
• Experience in Netsuite or comparable
• Experience supporting education, professional services, or B2B environments
• Familiarity with KPI frameworks, financial dashboards, and BI tools (e.g., Power BI, Tableau)
• Experience with long-range planning and strategic finance initiatives
• Exposure to data modeling and financial systems implementations or enhancements.

Tech Stack

• Tableau

Benefits

• Health, dental, vision, and life insurance plans to keep you and your loved ones covered.
• A healthy contribution to your 401(k) retirement savings.
• Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days, to recharge and explore your interests.
• Stay healthy and happy with an on-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives to support your physical and mental well-being.
• Access our extensive library of educational resources, courses, and workshops to enhance your skills and knowledge in both professional and personal development areas.
• Enjoy flexible work hours and remote work options, allowing you to manage your schedule and responsibilities effectively.
• Benefit from opportunities for career growth and advancement through mentorship programs, volunteer opportunities, performance evaluations, and ongoing feedback/coaching sessions.
• Access our employee assistance program for confidential counseling, legal assistance, and other support services.