Senior Financial Analyst

What you'll do

• Build bottoms-up financial models in partnership with senior team members to evaluate impact on revenue and KPIs from new initiatives, pricing and packaging changes, go-to-market investments, and other strategic bets
• Build and maintain reporting packages, variance analyses, and presentations for Board of Directors, leadership team, and budget owners, helping translate financial data and KPIs into clear business narratives; collaborate with accounting and other FP&A team members to ensure accuracy of month-end close and P&L reporting processes
• Own key components of monthly, quarterly, and annual planning and budgeting cycles, including revenue / expense forecasting and headcount planning
• Partner closely with functional leaders across SMB GTM, SMB CX, R&D to provide financial insights and support strategic decision-making
• Play a critical role in implementing AI automations (Claude, ChatGPT, etc) into FP&A reporting, planning, and financial modeling workflows

Requirements

• 3+ years of FP&A business partnering experience (ideally at a SaaS/subscription, ad tech, or other technology company) or some combination of FP&A, investment banking, and management consulting
• Strong financial modeling skills with the ability to build and maintain complex, dynamic, driver-based models from scratch; advanced Excel proficiency required
• Knowledge of SaaS/subscription and Advertising-based business models and KPIs a huge plus
• Demonstrated ability to communicate insights clearly and effectively to cross-functional stakeholders and explain financial concepts to non-finance audiences
• Experience with BI or reporting tools (e.g. Tableau) and familiarity with ERP systems such as Pigment (or similar) a huge plus
• Self-starter with strong intellectual curiosity and a track record of identifying and driving process improvements; comfortable operating with ambiguity in a fast-paced organization

Tech stack

Benefits