Financial Analyst

Allego•Waltham, MA

20h•$75,000 - $100,000•Hybrid

About The Position

We are looking for a Financial Analyst to help drive planning, reporting, and decision support across the business. This role will partner closely with leaders in functions such as G&A, R&D, Sales, Customer Success, and Operations to improve financial visibility, support investment decisions, and strengthen forecasting accuracy. A key success criterion will be assisting in building out the company’s PowerBI reporting framework for across org decision making. As such, prior experience with PowerBI or similar software is extremely valuable. The ideal candidate is analytically strong, comfortable working with large data sets, and able to turn financial and operational data into clear recommendations. This is a high-impact role for someone who wants to influence business decisions and build their brand internally.

Requirements

Bachelor’s degree in finance, Accounting, Economics, or a related field
2–5 years of experience in FP&A, finance, accounting, or another analytical role
Strong financial modeling and analytical skills
Advanced Excel skills
Experience with software tools such as NetSuite, Adaptive, PowerBI, and Salesforce
Strong attention to detail and ability to work with large and imperfect data sets
Clear written and verbal communication skills
Ability to work cross-functionally and influence decision-making with data

Nice To Haves

Experience in a SaaS or software business
Familiarity with recurring revenue metrics such as ARR, bookings, retention, and churn
Experience supporting G&A, R&D, GTM, or customer operations functions
Exposure to SQL, data warehouses, or finance systems integrations

Responsibilities

Partner with business leaders to support budgeting, forecasting, and long-range planning
Prepare and analyze monthly, quarterly, and annual financial and operating reports, including budget vs. actuals
Build and maintain financial models for headcount, departmental spending, revenue scenarios, and investment decisions
Deliver variance analysis and explain key drivers, risks, and opportunities to finance and non-finance stakeholders
Support SaaS and operating metric reporting, including bookings, ARR, retention, churn, and other topline KPIs as applicable
Help develop scenario models and business cases to support strategic initiatives and resource allocation
Collaborate with Accounting to ensure alignment between actuals, accruals, and management reporting
Improve reporting processes, data quality, and forecast efficiency through automation and AI
Contribute to executive presentations, board materials, and ad hoc analysis for senior leadership