Senior Financial Analyst

Role Overview

• Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense
• Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast
• Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations
• Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor)
• Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn
• Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems
• Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast
• Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy
• Serve as a finance partner to multiple functional areas
• Translate financial data into actionable insights for operational leaders with varying levels of finance literacy
• Support department heads through headcount planning, quota and commission modeling, and budget management
• Build scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support)
• Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries
• Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed

Requirements

• 3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical role
• Prior experience in a SaaS or subscription-based technology company strongly preferred
• Proficiency in Excel financial modeling (multi-tab P&L models, scenario analysis, dynamic lookups); VBA or macro experience is a plus
• Strong command of SaaS metrics: ARR, MRR, NRR, GRR, CAC, LTV, churn, bookings
• Familiarity with GAAP revenue recognition principles, including ASC 606
• Excellent written and verbal communication; able to present clearly to both operational and executive audiences
• High attention to detail with the ability to manage multiple deliverables under deadline.

Tech Stack

• VBA

Benefits

• Remote first work environment
• Health, Dental, Vision, Life and Disability Insurance options available day one.
• 401K
• with match and immediately vested.
• 17 company holidays, 2 floating holidays plus competitive paid time off policy
• Internal Advancement Opportunities