Financial Analyst

AppDirect•San Francisco, CA

1d•$98,681 - $121,900

About The Position

AppDirect is seeking a Financial Analyst to join their team. This role offers the opportunity to work across a growing SaaS business, build visibility into key financial drivers, and partner with cross-functional teams on planning and performance. It’s a strong fit for someone who wants to deepen their finance ownership and move beyond reporting into more proactive business support. The ideal candidate is a finance professional with strong analytical instincts and a solid foundation in forecasting, variance analysis, and financial modeling. They should be comfortable working with financial and operational data, building clear reporting, and translating results into actionable insights for business partners. The candidate should take ownership of their work, communicate clearly, and be excited to operate in a fast-moving SaaS environment where finance plays an active role in business decision-making.

Requirements

2–4 years of experience in FP&A, strategic finance, investment banking, corporate finance, or a similar analytical role.
Strong Excel or Google Sheets skills, including the ability to build and maintain forecasting and reporting models.
Ability to synthesize financial and operational data into clear reporting and actionable recommendations for non-finance stakeholders.
Experience with budgeting, forecasting, variance analysis, and management reporting in a business environment.
Attention to detail in handling financial data, because inaccuracies in reporting directly affect the business decisions this role supports.
Clear written and verbal communication skills, because you will regularly translate financial findings into plain language for cross-functional partners.

Responsibilities

Own key components of the monthly, quarterly, and annual planning cycle, including budgeting, forecasting, and close-related analysis.
Own recurring management reporting and dashboards across revenue, headcount, and operating expenses, and surface key business trends, risks, and opportunities.
Drive revenue planning, forecasting, and variance analysis for an assigned segment of the business, proactively identifying performance drivers and emerging risks/opportunities.
Partner directly with cross-functional stakeholders to develop forecasts, challenge assumptions, and improve financial visibility.
Improve reporting frameworks, planning tools, and finance processes to increase scalability, accuracy, and decision usefulness.