Lead Financial Analyst
New
United StatesFull-TimeLead
Salary115,000 - 145,000 USD per year
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Job Details
- Experience
- 7+ years
- Required Skills
- Microsoft ExcelGoogle Sheets
Requirements
- 7+ years of progressive experience in FP&A, strategic finance, investment banking, consulting, private equity, or related fields.
- At least 2 years of in-house experience in a SaaS or high-growth technology environment.
- Strong foundation in financial modeling, forecasting, and strategic analysis.
- Advanced Excel/Google Sheets skills with experience building multi-layered financial models.
- Deep understanding of SaaS metrics such as ARR, NDR, CAC, LTV, churn, and payback periods.
- Experience analyzing GTM performance, including pipeline, pricing, and revenue efficiency metrics.
- High analytical rigor with the ability to translate ambiguous problems into structured financial frameworks.
- Strong business judgment and ability to deliver clear recommendations, not just analysis.
- Experience working with BI tools and structured datasets.
- Demonstrated ability to build or apply AI tools in finance workflows is highly valued.
- Strong communication skills with executive presence and ability to present to senior stakeholders.
Responsibilities
- Own and continuously develop core financial models, including the operating model, long-range plan, and board reporting financial backbone.
- Lead budgeting, forecasting, and re-forecasting cycles across the business, ensuring accuracy and strategic alignment.
- Build and maintain models for unit economics, cohort analysis, segment profitability, pricing, and scenario planning.
- Drive strategic financial analysis on revenue growth, product performance, and overall business efficiency.
- Analyze and improve GTM performance, including pipeline economics, CAC, LTV, rep productivity, and channel ROI.
- Partner with Revenue Operations and GTM teams to ensure data integrity and actionable performance insights.
- Support monthly financial reporting, variance analysis, and board-level reporting packages.
- Partner with departments on budget ownership, headcount planning, and financial accountability.
- Support pricing and deal desk analysis, structuring non-standard deals and escalation recommendations.
- Build and automate AI-native finance workflows to improve efficiency and analytical capability.
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