Apply

Senior Financial Analyst

Posted about 2 months agoViewed

View full description

💎 Seniority level: Senior, 3+ years

📍 Location: US, PST, NOT STATED

🔍 Industry: Professional services consultancy

🏢 Company: SPRCHRGR👥 51-100AccountingConsultingBusiness IntelligenceFinancial ServicesBusiness DevelopmentInformation TechnologyProfessional ServicesSoftware

⏳ Experience: 3+ years

🪄 Skills: Data AnalysisBudgetingFinancial analysisPowerPoint

Requirements:
  • 3+ years of experience in financial planning, analysis, and modeling within high-growth companies or in a client service firm
  • Minimum 1 year experience as a Senior FP&A or equivalent
  • Investment banking or private equity experience is a plus
  • 1+ year working with or at a high-growth or early-stage company
  • Excellent analytical and communication skills
  • Ability to synthesize meaningful themes from quantitative and qualitative data
  • Firm grasp of accounting principles
  • Proactive and client-centric attitude
  • Fast learner with ability to effectively prioritize and manage time
  • Hungry for experience in fast-paced, dynamic business environments
  • Proficient in Microsoft Excel, Google Sheets, PowerPoint, learning new software
Responsibilities:
  • Develop in-depth financial forecast models for clients
  • Create budgets, operating plans, and strategic scenario models
  • Analyze current market trends and competition of clients’ industries
  • Evaluate and monitor key performance indicators
  • Ad-hoc reporting and analysis
  • Prepare presentations to board of directors and senior management of clients
  • Collaborate to solve ad-hoc technical finance and accounting challenges
  • Assist with systems implementations and custom software solutions
Apply

Related Jobs

Apply

📍 United States

  • CPA (or equivalent) designation preferred
  • Bachelor’s degree in Accounting, Finance or Business Administration is required
  • Master's degree in Accounting, Finance, or Business Administration preferred
  • 4-6 years of experience in Public Accounting/Consulting or similar Analyst role in a large, complex organization
  • Strong background in corporate finance
  • Excellent financial modeling and Excel skills
  • Effective communicator and influencer
  • Ability to work cross-functionally
  • Lead and execute financial planning processes including the annual budgeting process, quarterly forecasts, and long-term financial planning.
  • Prepare quantitative and qualitative analyses based on review of monthly financial results against budget, forecast, and prior year.
  • Serve as strategic partner to senior leaders translating business problems into more specific questions that can be answered through analytics to aid in the achievement of targeted results.
  • Build financial and operating models to solve complex problems by providing data-driven insights and advice to inform strategic decisions.
  • Prepare and present actionable recommendations from analysis in a clear and compelling format.
  • Continually improve financial processes, reporting tools, and systems for enhanced efficiency, accuracy, and strategic decision-making.
  • Develop and maintain complex financial models to measure performance of client accounts across product offerings, inform on opportunities for further growth, and identify risk to achievement of targets.
  • Partner with stakeholders to understand operational drivers, translating them into financial impact to maintain the forecast and manage the spend within their respective cost centers.
  • Identify areas for improvement in profitability and hold operational leadership accountable to results.
  • Collaborate with finance team members to ensure that forecasting and budgeting for client accounts is reflective of company initiatives being pursued.
  • Create simplified, consistent, and actionable solutions to abstract ideas balancing big picture thinking with acute attention to detail.
  • Provide in-depth analysis of financial performance, identifying trends, variances, and key performance indicators, and offer actionable insights to senior leadership to optimize performance of client accounts.
  • Demonstrate the ability to work in a fast-paced environment, meet time-sensitive deadlines, and work well through ambiguity and complexity.

Data AnalysisFinancial ManagementAccountingBudgetingFinancial analysis

Posted 8 days ago
Apply
Apply

📍 United States

🏢 Company: Applause👥 251-500💰 $35,000,000 Series F over 8 years agoEducationEdTechTest and MeasurementFreelanceInformation TechnologyMobileSoftware

  • Bachelor's Degree in Finance, Accounting, Business, or a related field
  • 5+ years of finance experience in B2B SaaS companies, with progressive responsibility in FP&A roles
  • Experience with financial modeling, budgeting, and forecasting in high-growth environments
  • Familiarity with BI tools and financial systems
  • Strong understanding of SaaS metrics (ARR, CAC, LTV, Churn, etc)
  • Detail-oriented with strong problem-solving abilities
  • Strong analytical skills with the ability to translate data into meaningful insights
  • Support all FP&A activities, including annual budgeting, quarterly forecasting, and long-range planning
  • Develop and maintain financial models that provide visibility into business performance and future scenarios
  • Help create accessible financial reports that enable leadership to easily understand the financial plan
  • Collaborate with department leaders to support budget development and provide variance analysis
  • Support the company’s BI function by implementing clear data definitions and KPI frameworks
  • Help track performance against historical results, industry benchmarks, and annual targets
  • Contribute to the development of analytics capabilities that provide data access while maintaining integrity
  • Assist in creating dashboards that provide actionable insights for decision-making
  • Take the lead of system analysis to identify potential software that could be leveraged for BI/ KPI tracking
  • Work with revenue teams to develop forecasting models and track revenue objectives
  • Provide analytical support for pricing strategies, customer acquisition economics, and retention metrics
  • Support fact-based decision-making through clear financial analysis
  • Help promote a data- driven culture through stakeholder enablement

Business IntelligenceData AnalysisFinancial ManagementMicrosoft ExcelMS OfficeBudgetingData visualizationFinancial analysisData analyticsSaaSBudget management

Posted 14 days ago
Apply
Apply

📍 U.S.

🧭 Full-Time

💸 142000.0 - 167000.0 USD per year

🔍 Software Development

🏢 Company: Vanta👥 501-1000💰 $150,000,000 Series C 8 months agoInternetArtificial Intelligence (AI)ComplianceCyber SecuritySoftware

  • 4+ years of corporate finance, investment banking or comparable experience with fast-paced start-up (ideally SaaS) in Strategic Finance or FP&A
  • Advanced proficiency in Excel, PowerPoint, Google Docs/Sheets/Slides.
  • Strong capability to tackle projects, extract key insights, and translate them into actionable strategies that drive business impact.
  • Ability to work effectively and establish relationships with business partners.
  • Excellent verbal and written communication skills, capable of conveying financial insights in a comprehensible and engaging manner.
  • Collaborate cross-functionally
  • Exhibit financial expertise
  • Deliver strategic insights
  • Think critically
  • Deliver results

SQLData AnalysisMicrosoft ExcelBudgetingData visualizationFinancial analysisFinancePowerPoint

Posted 14 days ago
Apply
Apply

📍 United States

🧭 Full-Time

💸 95000.0 - 100000.0 USD per year

🔍 Accounting

  • 3-5 years of full-time 3-statement financial modeling experience in any of these environments: venture capital, start-up, accounting firm, or at a financial services consulting firm
  • Bachelor’s Degree in Finance, Accounting, or Economics (or a related major)
  • Must be willing to work core business hours in their local time zone (approximately 8am to 5pm local time)
  • 3 Statement Modeling – updating and developing new integrated 3-statement models
  • Excel – expert-level Excel skills with financial analysis formulas and data manipulation techniques because most daily work will be in Excel
  • Prioritizing – excellent time management, able to frequently reprioritize and still meet deadlines
  • Communication – know how and when to set expectations, communicate changes in timelines, and when to ask for help
  • Support clients in finance engagements (25-30 hours per week)
  • Develop and maintain 3-statement financial models in Excel (25-30 hours per week)
  • Provide advice, financial analysis, and client support
  • Meet and communicate with startup founders and executives
  • Actively communicating with internal teams (3-5 hours per week)
  • Professional development and training as required by management
  • Any other duties and tasks to support business needs as directed by management

Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsAccountingBudgetingFinancial analysis

Posted 22 days ago
Apply
Apply

📍 United States

Data AnalysisExcel VBAFinancial ManagementMicrosoft ExcelAccountingPresentation skillsReportingBudgetingStrong communication skillsData visualizationFinancial analysisFinanceBudget management

Posted 22 days ago
Apply
Apply
🔥 Senior Financial Analyst - FP&A
Posted about 1 month ago

📍 United States, Canada

🧭 Full-Time

🔍 Professional Services

🏢 Company: NewRocket👥 501-1000InternetInformation TechnologySoftware

  • Bachelor's degree in Finance, Economics, Accounting, or related field.
  • 2-5 years of experience in Investment Banking, Corporate Finance, or FP&A.
  • Advanced proficiency in Microsoft Excel.
  • Ability to interpret complex financial data.
  • Excellent communication and presentation skills.
  • Attention to detail and ability to work independently.
  • Experience with financial systems and data visualization tools is a plus.
  • Partner with Sales and Delivery teams for financial insights.
  • Lead financial planning, budgeting, and forecasting processes.
  • Develop and maintain financial models for revenue and margins.
  • Prepare financial reports and dashboards for senior management.
  • Conduct variance analysis to identify trends and opportunities.
  • Support pricing strategies and profitability analysis.
  • Automate and optimize financial reporting processes.
  • Collaborate with cross-functional teams.
  • Provide ad-hoc financial analysis as needed.

Microsoft ExcelBudgetingData visualizationFinancial analysis

Posted about 1 month ago
Apply
Apply
🔥 Senior Financial Analyst
Posted about 2 months ago

📍 USA

🧭 Full-Time

💸 98000.0 - 130000.0 USD per year

🔍 SaaS

🏢 Company: MariaDB plc

  • Bachelor's degree in business, finance or accounting
  • 8+ years of experience in a financial-based position
  • Good understanding of GAAP
  • Sound analytical skills
  • Strong Excel skills and familiarity with SQL or BI tools
  • Experience with NetSuite
  • Familiarity with Google Workspace
  • Fluency in English
  • Execute monthly financial reporting
  • Design and enhance financial forecasting tools
  • Provide insight reporting to senior management
  • Act as a business partner to internal teams
  • Develop partnerships with stakeholders
  • Provide meaningful business review and financial insight
  • Present analytical support for business decisions
  • Work with Accounting on monthly close process
  • Partner with Engineering and Product Management on cloud spend

SQLData AnalysisSalesforceBudgetingFinancial analysisSaaS

Posted about 2 months ago
Apply
Apply

📍 US

  • 4-6 years of experience in Public Accounting/Consulting or similar Analyst role
  • Strong financial modeling and Excel skills
  • Effective communicator and influencer
  • Prepare quantitative and qualitative analyses based on review of monthly financial results against budget, forecast, and prior year.
  • Serve as strategic partner to senior leaders translating business problems into more specific questions that can be answered through analytics to aid in the achievement of targeted results.
  • Build financial and operating models to solve complex problems by providing data-driven insights/advice to inform strategic decisions.
  • Prepare and present actionable recommendations from analysis in a clear and compelling format.
  • Collaborate internally with the finance team members to improve processes and solve for new challenges impacted by company initiatives.
  • Build and maintain models that can measure performance of client accounts across product offerings, to inform on opportunities for further growth and identify risk to achievement of targets.
  • Partner with stakeholders to maintain forecasts and prepare budgets to manage the OPEX spend within their respective cost centers.
  • Identify areas for improvement in profitability and hold operational leadership accountable to results.
  • Collaborates with finance team members to ensure that forecasting and budgeting for client accounts is reflective of company initiatives being pursued.
  • Create simplified, consistent, and actionable solutions to abstract ideas balancing big picture thinking with acute attention to detail.
  • Cultivate and establish performance metrics using subjective understanding of the business to help optimize the performance of client accounts.

SQLData AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelProblem SolvingAccountingReportingBudgetingRisk ManagementData visualizationFinancial analysisAnalytical thinkingBudget management

Posted 3 months ago
Apply
Apply

📍 United States

🧭 Full-Time

💸 100000.0 - 130000.0 USD per year

🔍 Energy solutions

  • BS/BA in Finance, Accounting, Economics or related field; MBA is a plus.
  • 10+ years’ experience including 5 years as a Financial Analyst.
  • Excellent analytical skills with demonstrated experience in financial statement analysis and understanding basic GAAP accounting principles.
  • Advanced knowledge of Microsoft Office, primarily Excel.
  • Demonstrate intellectual curiosity, problem solving, business acumen and enthusiasm.
  • High attention to detail with excellent understanding of financial analysis.
  • Excellent communication and organizational skills.
  • Proven ability to collaborate across teams and functions.
  • Ability to work well with a team and thrive independently.
  • Strategic thought partner for the Senior Director of Financial Planning & Analysis and Treasurer on cash, budget, forecasting, or profitability issues.
  • Manage budget/forecast including Income Statements, Balance Sheets, Cash Flow statements, and presentation of the budget.
  • Establish pro forma analysis templates for projects and capital expenditures.
  • Collaboratively work across departments to gather financial information and provide financial guidance and support.
  • Prepare summarized information and present recommendations to departments and senior management.
  • Seek to improve processes to support company growth.
  • Complete any other duties/special projects assigned.

Data AnalysisMicrosoft ExcelBudgetingFinancial analysis

Posted 4 months ago
Apply
Apply

📍 United States

🧭 Full-Time

🔍 Data and AI platform, SaaS

🏢 Company: EDB👥 501-1000💰 over 5 years agoDatabaseBusiness IntelligenceOpen SourceBig DataHardwareEnterprise SoftwareSoftware

  • 4-6 years of experience in FP&A or a related financial analysis role, preferably within a SaaS or technology environment.
  • Advanced proficiency with Workday Adaptive Planning as an administrator (certification preferred).
  • Strong Excel and financial modeling skills; experience with BI tools is a plus.
  • Solid understanding of SaaS metrics, subscription-based revenue models, and unit economics.
  • Demonstrated ability to analyze complex data sets and translate them into meaningful insights.
  • Strong written and verbal communication skills, with the ability to present financial data to non-financial stakeholders.
  • Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CPA is a plus).
  • Participate and lead specific aspects of the annual budgeting and quarterly forecasting processes.
  • Develop and maintain dynamic financial models to support strategic decision-making.
  • Analyze key financial and operational metrics, delivering actionable insights to leadership.
  • Build and maintain financial reports, dashboards, and KPIs in Workday Adaptive Planning.
  • Prepare and present monthly and quarterly financial packages for senior leadership and stakeholders.
  • Conduct variance analysis, identifying trends and drivers behind performance deviations.
  • Support subscription-based revenue forecasting, customer lifetime value (CLTV), churn, and retention analyses.
  • Collaborate with cross-functional teams to align financial forecasts with business strategies.
  • Monitor and evaluate the financial impact of SaaS-specific metrics such as Annual Recurring Revenue (ARR).
  • Serve as the Workday Adaptive Planning administrator, managing user access, model updates, and system configurations.
  • Partner with IT/HR/Sales to optimize Adaptive Planning functionality and integration with other systems.

Financial analysisSaaS

Posted 4 months ago
Apply