Financial Analyst

About the job

Senior Financial Analyst

• Remote (Must be available during East Coast business hours)

We are partnering with a high-growth, investor-backed SaaS company that supports enterprise clients in navigating complex regulatory and compliance environments. This organization is scaling rapidly and building a best-in-class finance function to support strategic decision-making across the business.

This is an opportunity to step into a highly visible role working directly with leadership, owning reporting infrastructure, and driving analytical insights that shape company strategy.

About the Environment

• Fast-paced, collaborative, and execution-focused
• Entrepreneurial and solutions-oriented
• High ownership and accountability
• Positive, supportive culture with strong executive exposure

If you enjoy building systems, solving complex problems, and translating data into executive-level insight, this role offers significant growth opportunity.

The Opportunity

We are seeking a Senior Financial Analyst with strong technical horsepower, executive presence, and SaaS fluency. This individual will play a critical role in financial planning, operational analytics, reporting automation, and cross-functional business support.

Key Responsibilities

Financial Reporting & Analysis

• Lead monthly reporting processes, including P&L analysis, variance analysis, and management reporting
• Support budgeting, forecasting, and strategic financial planning
• Perform detailed costing analysis and margin evaluations

Business Intelligence & Data Infrastructure

• Architect and maintain enterprise reporting dashboards in Microsoft Power BI
• Build scalable data models to support executive-level decision making
• Transform raw operational data into actionable insights

Sales & Workforce Analytics

• Partner with Sales Operations to analyze CRM data and evaluate revenue drivers
• Support headcount modeling and workforce planning initiatives

Operational Finance

• Support spend analysis and process optimization initiatives
• Assist with month-end close, audit preparation, and cross-functional reporting

Qualifications

Education

• Bachelor’s degree in Accounting or Finance required
• Advanced degree is a plus

Experience

• 3–5+ years of progressive financial analysis experience (open to more senior profiles)
• Experience in SaaS or subscription-based business models strongly preferred

Technical Requirements

• Advanced Microsoft Power BI skills (DAX, Power Query, data modeling required)
• Strong Excel modeling skills (financial models, forecasting, scenario analysis)
• Experience with ERP and CRM systems (NetSuite and Salesforce preferred)
• Strong understanding of SaaS metrics (ARR, churn, CAC, LTV, revenue recognition fundamentals)

Soft Skills

• Executive presence and strong communication skills
• Ability to translate complex financial data into clear recommendations
• Highly organized and deadline-driven
• Resourceful and action-oriented

Additional Information

• Remote role (East Coast hours required)
• Occasional travel for team offsites
• High visibility and strong growth trajectory