Skip to content
FlexportFlexportChicago, IL

Senior Financial Analyst, North America Sales & Operations Finance

Serve as strategic finance partner to North America Sales and Operations leadership. Drive forecasting, planning, reporting, KPI definition, process automation with AI tools, and cross-functional analysis to inform business decisions.

Salary not listed
On-site3+ YOEFinance & Accounting

About the role

Responsibilities

  • Partner with Sales & Operations Leadership: Serve as the strategic finance partner to GMs and NA leadership, monitoring trends, communicating performance, and empowering operators to manage their business with clarity and confidence.
  • Drive Business Outcomes Cross-Functionally: Translate commercial and operational questions into analysis that drives decisions, and work across teams to unblock bottlenecks and prioritize opportunities by impact.
  • Improve & Automate: Lead process improvements beyond your core reporting. Leverage cutting-edge AI tools to scale complex financial workflows and build tooling that supercharges the whole team.
  • Own the Reporting Cadence: Facilitate the monthly, quarterly, and annual reporting rhythm. Partner with Accounting to support the close, and make sure leadership has timely, accurate, and actionable numbers on a predictable schedule.
  • Partner with Data Analytics on KPIs: Work hand in hand with our Data Analytics team to define and maintain the key business KPIs that Sales and Operations leaders rely on.
  • Forecast, Plan & Analyze: Support forecasting, business planning, compensation planning, and budget-vs-actuals analysis for the Sales and Operations org. Develop a deep understanding of the key business drivers and surface the insights that matter.
  • Be a Source of Truth: Be the reliable source of truth for both the numbers and the status of key initiatives, holding cross-functional partners accountable for deliverables.

Requirements

  • 3-5 years of experience in FP&A, Business Operations, or Data Analytics.
  • Bachelor’s degree in Finance, Economics, Accounting, or a related field.
  • Strong financial modeling and Excel/GSheets skills.
  • Demonstrated competency with relational databases (Snowflake, SQL) and agentic coding platforms (Claude Code/Codex).
  • Working knowledge of large language models and emerging interoperability standards such as Model Context Protocol.
  • Experience with the Linux command line and version control (Git/GitHub) is highly preferred.

Nice-to-Haves

  • Logistics or high-growth tech experience.
  • Self-starter with a growth mindset and high emotional intelligence.
  • Innately curious and resourceful, with a strong sense of ownership.
  • Comfortable with ambiguity and solving problems with little direction.
  • Proactive, persuasive communicator who can operate across multiple levels.
  • Sound business judgment paired with strong critical and strategic thinking.
  • Excellent time management with urgency and flexibility.
  • Team player who makes cross-functional partners better.

Skills

Financial ModelingExcelGoogle SheetsSnowflakeSQLClaude CodeCodexLLMsModel Context ProtocolLinuxGitGitHub

Similar roles

Finance & Accounting jobs
Idme

Senior AR & Billing Analyst

IdmeMountain View, CA +1

Senior individual contributor owning AR collections, cash application, CECL reserve analysis, affiliate revenue reconciliation, and billing operations in a high-growth SaaS environment. Requires 4-6+ years finance experience, process improvement and automation leadership (including AI/LLM tools), and strong accounting judgment.

105k – 155k/yr
On-site5+ YOEFinance & Accounting
Idme

Senior Financial Analyst

IdmeMountain View, CA

Senior Financial Analyst responsible for owning consolidated financial models, supporting FP&A processes, business partnering with GTM and R&D teams, and preparing executive/investor reporting. Requires 2+ years in IB/consulting/corporate finance, strong 3-statement modeling, Excel expertise, and interest in applying AI to finance workflows.

Salary not listed
On-site2+ YOEFinance & Accounting
Clutch

Senior Accountant

ClutchUnited States

Own month-end close end-to-end for a fast-growing fintech SaaS, driving reconciliations, technical accounting (ASC 606), controls, audits, and process improvements in a remote, venture-backed environment. Requires 3+ years accounting experience with full-cycle close leadership, CPA preferred, and strong U.S. GAAP expertise.

Salary not listed
Remote3+ YOEFinance & Accounting
Okta

Senior Financial Analyst, G&A

OktaSan Francisco, CA

Serve as strategic FP&A partner to People, Workplace, and Customer Zero teams at Okta. Own budgeting, forecasting, financial modeling, variance analysis, and ad hoc projects to drive operational efficiency and scaling.

104k – 161k/yr
Hybrid3+ YOEFinance & Accounting
Harvey

Tax Operations Manager

HarveyNew York, NY +1

The Tax Operations Manager oversees Harvey’s global tax compliance, operations, provision (ASC 740), and technology initiatives. Requires 6+ years progressive corporate tax experience, CPA/advanced tax degree, high-growth SaaS background, and passion for automating processes with technology including AI.

117k – 176k/yr
Hybrid6+ YOEFinance & Accounting