Kaseya

Finance Analyst

Kaseya$70K — $95K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a quantitative or business field (e.g., Finance, Economics, Math).
  • 2+ years of experience in large-scale analytics initiatives, preferably in SaaS and finance operations.
  • Proven ability to build analytical or decision-support solutions like intelligent insights agents.
  • Strong SQL skills for designing datasets and performing complex queries.
  • Experience with advanced analytics techniques for forecasting and performance analysis.
  • Excellent written and verbal communication skills for presenting to senior leadership.
  • Ability to influence cross-functional teams using data effectively.

Responsibilities

  • Lead the development of automated analysis workflows for improved decision-making.
  • Identify and translate high-impact Finance Operations use cases into analytical solutions.
  • Collaborate on designing and automating financial dashboards and data products.
  • Lead the creation of scalable datasets and analytical models for forecasting and performance tracking.
  • Perform complex SQL queries to ensure data accuracy and usability.
  • Conduct in-depth analysis of financial performance and present insights to senior leadership.
  • Drive alignment among cross-functional teams by clarifying ambiguities with data.

Benefits

  • Collaborative work environment with cross-functional teams.
  • Opportunities for professional growth and influencing key business outcomes.
Full Job Description
Position Summary

This role leads large-scale analytics initiatives across Finance Operations (order to cash), enabling automated insights, improved decision-making, and measurable business outcomes. The individual will partner cross-functionally to design robust datasets, build scalable analytical models and dashboards, and translate complex financial performance drivers into clear, executive-ready narratives.

Key Responsibilities

Automated Insights & Analytics Enablement
  • Lead initiatives to build intelligent insights and automated analysis workflows that improve efficiency and decision-making.
  • Identify high-impact Finance Operations use cases and translate them into scalable analytical and decision-support solutions.

Financial Data Products, Datasets & Dashboards
  • Partner with Finance Operations, Data, and other cross-functional teams to design, scale, and automate financial data products and dashboards.
  • Lead the design of scalable datasets, analytical models, and dashboards that enable forecasting, performance tracking, and risk management.
  • Design robust datasets and perform complex SQL queries across multiple systems to ensure data accuracy, usability, and scalability.

Hands-On Analysis, Storytelling & Cross-Functional Influence
  • Lead complex analyses (e.g., revenue, cash flow, bad debt) to uncover drivers of performance and turn insights into measurable outcomes.
  • Present insights to senior leadership and produce executive-level materials with clear, data-driven narratives.
  • Influence cross-functional teams (Finance, Finance Operations, Sales, Data Engineering) by bringing structure to ambiguity and driving alignment.

Required Qualifications
  • Bachelor's degree in a quantitative or business field (e.g., Finance, Economics, Math, or related discipline).
  • 2+ years of experience leading large-scale analytics initiatives or programs; SaaS and finance operations (order to cash) experience preferred.
  • Proven experience building analytical or decision-support solutions (e.g., intelligent insights agents, automated analysis workflows).
  • Strong SQL expertise, with the ability to design robust datasets and perform complex queries across multiple systems.
  • Strong analytical depth and business acumen, with the ability to navigate ambiguity, uncover opportunities, and deliver clear, data-driven narratives.
  • Experience applying advanced analytics techniques, including forecasting (e.g., revenue, cash flow, bad debt), segmentation, and regression analysis to identify drivers of performance.
  • Strong written and verbal communication skills, including presenting insights to senior leadership and producing executive-level materials.
  • Demonstrated experience influencing cross-functional teams with data (Finance, Finance Operations, Sales, Data Engineering).
  • Proficiency in data visualization tools (e.g., Power BI, Sigma) and advanced Excel.
  • Track record of operating effectively in ambiguous environments, driving clarity, and delivering measurable business outcomes.

Preferred Qualifications
  • Advanced degree or relevant certifications (e.g., Master's in Analytics, Business, or Finance).
  • Familiarity with SaaS and financial/financial operations KPIs (ARR, TCV, churn, revenue, cash, billings, credit, risk, bad debt, payments, accounts receivable).
  • Background in data modeling and building scalable analytics


Additional information

About Kaseya

Industry
Founded
2000

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