Senior Financial Analyst

We seek a talented, analytical, and operational-minded Senior Financial Analyst to join our team. In this role, your primary scope will be driving the operational execution, financial modeling, and data-driven analysis across our entire Go-To-Market (GTM) and Services portfolios, spanning Sales, Marketing, Client Success, and Professional Services. You will serve as the core analytical engine of the team, owning vital financial rhythms including monthly close support, annual budgeting, rolling forecasting, and regular operating analysis. You will deliver the precise insights, variance tracking, and reporting required to shape key corporate decisions. 

What you’ll do for us 

• Budgeting & Rolling Forecasts: Develop and maintain detailed, bottoms-up Excel forecast models and annual operating plans (AOP) covering the end-to-end customer journey—including Sales pipeline progression, Marketing spend, Client Success retention, and Professional Services staffing.

• Monthly Close Support: Partner directly with the accounting team during the month-end close cycle to ensure productivity metrics, demand planning data, and operational expenses are captured accurately and in a timely manner.

• Deep-Dive Operating Analysis: Run comprehensive variance analyses identifying and researching deviations between actual results and the budget, forecast, or prior-year expenses. Proactively pinpoint trends, risks, and operational opportunities for improvement.

• Cross-Functional Ops Interfacing: Partner with RevOps, ServiceOps, and CRM systems to extract pipeline data, manage expense assumptions, and track headcount capacity to ensure our operational models scale efficiently.

• SaaS Flywheel Metric Ownership: Track, analyze, and report on critical SaaS unit economics, including CAC Payback, LTV, Net Retention Rate (NRR), and Gross Retention Rate (GRR), identifying areas where churn or inefficiencies impact the business.

• Delivery & Support Margin Management:Create and maintain financial models for the Professional Services and Support teams, monitoring utilization and costs to ensure Gross Margins align with long-term profitability targets.

• Executive Preparation: Translate complex GTM data into clean, structured datasets and presentation slides to support leadership reviews. 

What you’ll have

• Experience: 4–6 years of progressive experience in corporate finance, FP&A, or strategic sales/revenue operations.

• SaaS & Margin Acumen: General knowledge of accounting, financial, and operational principles, with exposure to Enterprise SaaS, Gross Margin mechanics, and software/professional services revenue structures.

• Technical Modeling Mastery:Advanced Excel skills with a proven ability to independently develop dynamic, detailed bottoms-up financial models and reports.

• Tools & Systems:Proficiency in PowerPoint or Google Workspace to build clean, insightful collateral; familiarity with BI tools, CRM systems (Salesforce), or SQL is a plus.

• Education: Bachelor’s degree in Finance, Economics, Business, or a related analytical field.

• Mindset & Soft Skills: Superior attention to detail, a strong problem-solving mindset, and the ability to manage multiple competing priorities in a fast-paced environment.