Senior Financial Analyst
Build and maintain rolling forecasts, three-statement models, and long-range plans. Own monthly variance analysis and board reporting for a high-growth SaaS company.
About the job
Responsibilities
- Build and maintain the company-wide rolling forecast and consolidated three-statement operating model, including the P&L, Balance Sheet, and Cash Flow Statements.
- Maintain the long-range plan (3–5 year) using scenario and assumption-driven modeling to directly inform capital allocation discussions.
- Own monthly actuals vs. budget/forecast analysis across consolidated financial statements and key operating metrics, identifying drivers of performance, risks, opportunities, and forecast implications.
- Maintain a high standard of financial model integrity, including clean structure, consistent formatting, tie-outs, version control, assumption documentation, and executive-ready outputs.
- Support the preparation of monthly financials and quarterly board decks, crafting clear commentary and concise storytelling for executive and board-level reviews.
- Collaborate closely with the Accounting team to ensure tight alignment between financial reporting, close processes, and future forecasts.
- Respond to ad hoc analytical requests from the CFO and senior leadership, delivering timely insights to support strategic decision-making.
- Contribute to the ongoing management of FP&A systems (Adaptive Planning / Pigment) by supporting data integrations, system updates, and continuous improvements to forecasting models.
Requirements
- 3–5 years of experience in Corporate FP&A, Strategic Finance, or a related role at a technology or high-growth SaaS company. Direct experience in Corporate FP&A in small/medium sized public tech companies prioritized.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Strong proficiency in Excel and Google Sheets, including building driver-based and three-statement financial models.
- Fluency in SaaS metrics and subscription business modeling, including ARR/MRR, gross retention, NRR, CAC payback, and the Rule of 40.
- Excellent analytical and communication skills, with a track record of owning deliverables end-to-end and influencing non-finance stakeholders.
- A proactive, curious mindset with the ability to manage multiple priorities in a fast-paced environment.
- Experience with planning tools like Adaptive Planning, Pigment, or similar platforms.
- Comfort using AI tools (e.g. Claude Code) to accelerate analysis, model building, and research, with a willingness to experiment with new workflows as the tooling evolves.
Compensation & Benefits
- Base wage range: $137,500.00 - $151,250.00 per year.
Skills
Excel, Google Sheets, Financial Modeling, Three-Statement Modeling, Arr/Mrr, Gross Retention, Nrr, Cac Payback, Rule Of 40, Adaptive Planning, Pigment
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