Senior Financial Analyst

New
United States, Core hours overlapping U.S. Eastern timeFull-TimeSenior
Salary84,000 - 125,000 USD per year
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Job Details

Experience
5+ years in FP&A, strategic finance, investment banking, or a closely related analytical role
Required Skills
Artificial IntelligenceData AnalysisSalesforceSnowflakeTableauSaaSNetSuite

Requirements

  • Bachelor’s degree in Finance, Accounting, Business, Economics or related field.
  • 5+ years in FP&A, strategic finance, investment banking, or a closely related analytical role.
  • Direct FP&A experience at a public SaaS or software company.
  • Direct ownership of meaningful parts of AOP and LRP cycles.
  • Comfortable with public-company reporting cycles and earnings prep.
  • Strong financial modeling skills (driver-based, three-statement models).
  • AI-first mindset (fluent in ChatGPT, Claude, Copilot).
  • Experience with FP&A planning tools (Adaptive/Workday).
  • Experience with ERP systems (NetSuite).
  • Experience with CRM systems (Salesforce).
  • Experience with Data warehouse tools (Snowflake).
  • Experience with BI/dashboarding tools (Tableau).
  • Experience with HRIS/payroll systems (Dayforce/Ceridian).

Responsibilities

  • Own pieces of long-range planning, the Annual Operating Plan, and reforecasting.
  • Build and maintain driver-based forecasting models tied directly to business drivers.
  • Work fluently in modern FP&A planning tools to update forecasts and manage budgets.
  • Build dashboards and management reporting for executive visibility.
  • Drive performance reviews with business leaders to surface issues and adapt plans.
  • Turn data into decisions by identifying trends and recommending actions.
  • Support strategic and operating decisions with financial analysis (pricing, unit economics, ROI, investment trade-offs).
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84,000 - 125,000 USD per year
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