Senior Financial Analyst

At Neighborly Software, we are on a mission to improve the lives of the communities we serve by delivering cutting-edge SaaS solutions. We're seeking a Senior Financial Analyst to serve as a strategic business partner across our organization. You'll work directly with the CFO as a key partner in driving the company's financial planning, analysis, and reporting. This is a high-visibility role for someone who is equal parts rigorous analyst and proactive problem-solver - someone who doesn't just answer the question asked, but asks "how do we make this better?" You'll help shape budgets and forecasts, build the dashboards and KPIs leadership relies on, support board-level decision-making, and lead the charge on modernizing finance operations through better tools, automation, and AI.

What You Will Be Doing
• Own and continuously improve the annual budgeting process and rolling forecasts across departments.
• Partner with department leaders to build, monitor, and refine budgets, spending plans, and headcount plans.
• Develop ad hoc financial and operational analyses that support strategic and day-to-day business decisions.
• Serve as a trusted thought partner to the CFO and executive team, providing analysis and recommendations that inform key decisions.
• Prepare board materials, investor reporting packages, and executive-level presentations.
• Design, build, and maintain KPI dashboards and reporting tools that give leadership real-time visibility into business and financial performance.
• Track and analyze core SaaS metrics (e.g., ARR, MRR, churn, CAC, LTV, gross margin, rule of 40) and translate them into clear, actionable insights.
• Collaborate cross-functionally with Sales, Marketing, Customer Success, Product, and Technology to align financial planning with business strategy.
• Identify, implement, and champion new tools, technologies, and processes that improve the speed, accuracy, and efficiency of finance operations.
• Lead the introduction and adoption of AI and automation to eliminate repetitive manual work and enable faster, real-time reporting and insight generation.
• Support financial modeling for new initiatives, pricing decisions, and investment/business-case evaluations.
• Continuously evaluate existing processes with a bias toward improvement - proactively questioning the status quo and recommending better ways of working.
• Ensure the accuracy, integrity, and timeliness of financial data, models, and analyses.
• Take on additional projects and responsibilities as the finance function scales.

Qualifications
• Bachelor's degree in finance, accounting, economics, or a related field.
• 5+ years of progressive experience in financial planning & analysis, corporate finance, or a related field, ideally within a high-growth environment (SaaS experience strongly preferred).
• Advanced Excel modeling skills; experience with BI/reporting tools (e.g., Power BI, Tableau, Looker) is a plus.
• Familiarity with AI-enabled tools, scripting (Python/SQL), or automation platforms is a strong plus.
• Exceptional attention to detail and organizational skills, with the ability to manage multiple priorities under deadline pressure.
• Sharp business acumen and the ability to translate complex data into clear, actionable narratives for non-financial audiences.
• Excellent written and verbal communication skills; comfortable presenting to senior executives and the board.
• Demonstrated experience implementing automation and process improvements

What Sets You Apart
• A natural problem-solver who challenges the status quo and constantly looks for a better way to do things.
• Highly efficient without sacrificing quality - someone who knows how to move fast and get it right.
• A strong sense of ownership, intellectual curiosity, and a bias toward action.
• Comfortable operating with a high degree of autonomy in a fast-paced, evolving environment.
• High integrity and sound judgment when handling sensitive and confidential financial information.
• A collaborative, low-ego team player who builds trust easily across departments and seniority levels.

Why You'll Love Working Here:

• Comprehensive Benefits - Medical, Dental, Vision plan options and Company-Paid Short-Term Disability and Life Insurance
• 401K Contributions - Generous employer match with immediate vesting
• Generous Time Off - 5 weeks of PTO, 9 paid holidays, and 3 days of volunteer time off each year